Automated Technician Certification Expiry Tracking
Every Monday, WebRun reads your technician certification register in Google Sheets, cross-references active technician records in e-Emphasys, flags any certifications expiring in the next 60 days, and posts a renewal action list to Slack for your service manager.
How do I track and get alerts for expiring technician certifications at my equipment dealership?
WebRun reads your technician certification register in Google Sheets every Monday, cross-references each person with active records in e-Emphasys, and posts a Slack renewal list to your service manager covering every certification expiring within 60 days. Urgent items under 30 days are highlighted at the top.
- No technician certification lapses without a 60-day advance warning
- Service managers have a prioritized renewal list every Monday morning
- Active-technician check prevents chasing certifications for staff who have left
Built for heavy equipment dealers · equipment dealer service managers · construction equipment service departments
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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - read certification expiry dates
google.com
WebRun opens Google Sheets to read certification expiry dates. - Open the technician certification register in Google Sheets
- Read each technician's name, certification type, issuing body, and expiry date
- Flag any certification expiring within the next 60 days
Done when All upcoming certification expiries are identified from the register.
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2
e-Emphasys - confirm technician is still active
e-emphasys.com
WebRun opens e-Emphasys to confirm technician is still active. - Cross-reference each flagged technician against active employee records in e-Emphasys
- Confirm the technician is still employed and in an active role that requires the certification
Done when Expiring certifications are confirmed against active e-Emphasys technician records.
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3
Slack - post renewal action list
slack.com
WebRun opens Slack to post renewal action list. - Post the renewal action list to the service manager Slack channel
- List each technician, their certification type, and exact expiry date
- Highlight any certifications expiring in under 30 days as urgent
Done when Service manager has this week's 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 notify the technician directly?
No. WebRun posts the renewal list only to the service manager's Slack channel. Deciding how and when to notify the technician stays with your team.
What certifications can it track?
Any certification with an expiry date in your Google Sheet register: OEM factory training, OSHA, crane operator licenses, forklift certifications, or custom entries your team adds.
What if the expiry date in the sheet is wrong?
Update the sheet and the next Monday run will use the corrected date. The sheet is your single source of truth, so keeping it accurate drives accurate alerts.
Related templates
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