Certificate of Insurance (COI) Tracking Process

Start des Workflows/Prozesses.

Fetch existing vendor entries from the Vendor Data Model to check for existing COI history.

Create a new entry in the COI Tracking Data Model to initiate the tracking of a new certificate.

Update the specific COI entry with the new expiration date once the certificate is verified.

Calculate the difference between the current date and the COI expiration date to determine urgency.

Create a task for the Risk Management Officer to review the uploaded document for compliance.

Create a task for the Procurement Agent to follow up with the vendor regarding incomplete documentation.

Send an automated email to the vendor contact requesting the updated Certificate of Insurance.

Send an email notification to internal project managers when a vendor's COI is approaching expiration.

Aggregate the count of COI entries where the expiration date is in the past to identify high-risk vendors.

Update the Vendor Data Model to change the 'Compliance Status' to 'Active' or 'Non-Compliant' based on COI validity.

Create a report summarizing all COI renewals processed and all expired certificates during the month.

Delete erroneous or duplicate COI entries identified during the verification process.

Ende des Arbeitsablaufs/Prozesses.