Automated Court Reporter Certification Expiry Tracking
Every Monday, WebRun opens ReporterBase and reviews every reporter's certification and credential records, flags any expiring within 60 days, logs all upcoming expirations in Google Sheets, and posts a prioritized renewal list to Slack.
How do I automatically track court reporter certification expiry dates?
Every Monday, WebRun reads every reporter's certification records in ReporterBase, identifies any expiring within 60 days, logs them in a Google Sheet with urgency flags, and posts a prioritized renewal list to Slack. Your team sees who needs to renew before any credential lapses and a reporter becomes ineligible for jobs.
- No reporter certification lapses unnoticed because of a missed renewal
- The team sees every upcoming expiration in one Slack list each Monday
- Certifications expiring within 30 days are flagged as urgent automatically
Built for court reporting agencies · court reporting agency managers · legal support HR teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.omti.com/rbin a real browser with your saved login - no setup, no API keys. -
1
ReporterBase - read reporter certification records
omti.com
WebRun opens ReporterBase to read reporter certification records. - Open ReporterBase and navigate to the reporter or contractor management section
- For each reporter, read their certification type, issuing body, and expiration date
- Identify any certifications expiring within 60 days or already expired
Done when Every reporter with a certification expiring within 60 days is identified.
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2
Google Sheets - log expiring certifications
google.com
WebRun opens Google Sheets to log expiring certifications. - Open the certification tracker sheet
- Add or update a row for each expiring certification with the reporter name, cert type, expiry date, and days remaining
- Flag certifications expiring within 30 days as urgent
Done when The certification tracker reflects every upcoming expiration with urgency flags.
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3
Slack - post renewal reminder list
slack.com
WebRun opens Slack to post renewal reminder list. - Post a renewal reminder list to the operations or HR Slack channel
- List reporters with expiring certifications, sorted by days remaining, with the most urgent first
- Include the cert type and expiry date for each reporter
Done when The team has a current certification renewal list in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it contact the reporter directly about renewals?
No. WebRun posts an internal Slack list and updates the tracking sheet for your team to action. It does not email or message reporters on its own.
What certifications does it track?
It reads whatever certification records are stored in the reporter's profile in ReporterBase. Common examples include RPR, RMR, RDR, CRR, and state court reporter licenses.
How far in advance does it flag expiring certifications?
By default it flags certifications expiring within 60 days. You can adjust that window at setup to fit your agency's renewal lead time.
Related templates
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