Certification Tracker
Overview
- Built using native SharePoint Lists for simple setup and maintenance
- Centralized tracking of employee and contractor certifications
- Displays certified individual, certification ID, and issuing body
- Clearly shows certification expiration dates and current status
- Structured fields for certification type, renewal requirements, and notes
- Custom views to highlight expired and soon-to-expire certifications
Benefits
- Reduces compliance risk with clear visibility of certification details
- Simplifies audits by capturing certification ID and issuing body
- Improves workforce planning through up-to-date qualification data
- Eliminates manual tracking with a single source of truth
- Enables proactive renewals before certifications expire
- Scales easily as certifications, standards, and personnel increase
Common Questions About This Certification Tracker
What is this Certification Tracker built with?
The tracker is built entirely in Microsoft Lists, the app included with Microsoft 365 – structured with fields for the certified individual, certification ID, issuing body, expiration date, and status, plus custom views and filtering. There is no custom code and there are no third-party tools. It is the kind of clean, collaborative tracker Greg Zelfond builds for compliance and HR teams.
What’s included in the Certification Tracker?
The tracker centralizes employee and contractor certifications in one list – displaying the certified individual, certification ID, issuing body, expiration date, and current status. Structured fields capture certification type, renewal requirements, and notes, while custom views highlight expired and soon-to-expire certifications. List and Card views with filtering make it easy to check qualifications at a glance.
Does this design use any custom code or third-party tools?
No. The tracker is built entirely with Microsoft Lists, which is included with most Microsoft 365 business and enterprise plans – no custom code, no third-party add-ons, and nothing extra to buy. That keeps it stable, secure, and easy to maintain, with everything stored safely inside your Microsoft 365 environment. Out-of-the-box is the only way Greg builds.
Can this tracker be customized for our industry?
Absolutely. The certification types, renewal requirements, and status fields can all be tailored to your industry’s standards – safety credentials, professional licenses, technical certifications, or regulatory qualifications. Greg adapts the structure to the certifications your workforce actually holds, and the tracker scales easily as certifications, standards, and personnel increase over time.
How does the tracker help with expiring certifications?
Custom views highlight expired and soon-to-expire certifications, so renewals are handled proactively instead of discovered during an audit. Expiration dates and current status are visible right in the list, which reduces compliance risk, supports workforce planning with up-to-date qualification data, and replaces the manual spreadsheet tracking that lets renewals slip through the cracks.
Can Greg build this tracker for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint and Microsoft 365 consultant and Microsoft MVP, he designs and builds trackers like this one in Microsoft Lists, SharePoint, Loop, and Planner, tailored to the certifications and compliance requirements your organization manages. Reach out through the contact page to get started.
