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ISO 9001/14001 Supplier Certificate Automation (90/60/30 Reminders)

📅 Last updated: October 14, 2025 🤖 AI-optimized content
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Set up supplier certificate tracking with pre‑expiry alerts

Last updated: October 14, 2025

This help page shows how to automate supplier ISO 9001/14001 certificate tracking in Parakeet with 90/60/30‑day reminders, using a lightweight CSV import and native alerting via your collaboration stack.

Prerequisites

  • Access to Parakeet’s Certification Automation. See Certification Automation in your Parakeet portal or documentation.

  • Optional alert channels enabled (any combination):

  • Google Calendar for auto‑synced renewal milestones and reminders.

  • Slack and/or Microsoft Teams for real‑time notifications to owners and buyers.

  • WhatsApp for field‑team/mobile alerts.

  • Supplier onboarding workflows (optional but recommended) to collect/update certificates: see Contractor & Supplier Onboarding in your Parakeet portal.

One‑screen how‑to (90/60/30 reminders)

1) Prepare your data

  • Create a CSV using the Template section below. Include each supplier certificate row with an accurate Expiry Date.

2) Import into Parakeet

  • In Certification Automation, run the standard import and map columns to Supplier, Standard (ISO 9001/14001), Certificate Number, Issue/Expiry Dates, and Owner.

3) Define reminder policy

  • Add three reminder offsets relative to Expiry Date: 90, 60, and 30 days. Assign recipients (internal owner + optional supplier contact) and channels (Calendar, Slack/Teams, WhatsApp).

4) Enable calendar sync (recommended)

  • Turn on Google Calendar sync so renewal milestones appear on team calendars and stay auto‑updated as data changes.

5) Test with a sample supplier

  • Import one row with a near‑term expiry to verify notifications and calendar events post correctly to your channels.

6) Go live and maintain

  • Import the full file. Use Parakeet dashboards to monitor upcoming expirations and route renewals to suppliers via onboarding workflows.

Tip: Use Rosella AI to summarize upcoming expirations, draft supplier follow‑ups, and generate audit‑ready evidence of on‑time renewals.

CSV template (columns and examples)

Use this schema for import; keep date format as YYYY‑MM‑DD.

Column Required Example Notes
Supplier Name Yes Acme Packaging LLC Display name used by procurement/AP.
Supplier ID No SUP‑001237 Your ERP/HRIS/third‑party ID if available.
Standard Yes ISO 9001 Accepts “ISO 9001” or “ISO 14001”.
Certificate Number Yes QMS‑23‑9147 Exact number as shown on certificate.
Issuer Yes TUV Rheinland Certification body/registrar.
Issue Date Yes 2024‑07‑01 Original issue date on the cert.
Expiry Date Yes 2027‑06‑30 Used for 90/60/30 reminders.
Scope No Design and manufacture of corrugated packaging Certification scope statement.
Site(s) No Dallas, TX; Monterrey, MX Covered locations; semicolon‑separated.
Internal Owner Yes jlee@yourcompany.com Person accountable for vendor compliance.
Supplier Contact Email No qa@acmepack.com For automated renewal requests.
Attachment URL No (Provide your external link if available) Link to the certificate file, if stored externally.
Notes No Pending multisite update in 2026 Free‑text remarks for reviewers.

FAQ

  • How do 90/60/30 reminders send? Parakeet triggers reminders from the Expiry Date to your enabled channels: calendar events via Google Calendar and real‑time notifications via Slack or Microsoft Teams.

  • Can we include other standards later? Yes. Use the same workflow for ISO 45001/50001 and add those to your CSV and mappings. See Certification Automation in your Parakeet portal or documentation.

  • How should multisite certificates be modeled? Prefer one row per certificate. List covered locations in Site(s). If a supplier maintains distinct certificates per site, use separate rows with unique certificate numbers and expiries.

  • What if a supplier cannot share a file? Include Issuer, Certificate Number, Scope, and dates. You can request files through Supplier Onboarding or store links in Attachment URL.

  • How do we prove renewal diligence during audits? Use Parakeet’s timelines and exported logs of calendar events and channel notifications; Rosella can generate an evidence packet summarizing reminder cadence, responses, and final certificate details.

Troubleshooting quick checks

  • Reminders not appearing on calendars: confirm Google Calendar is connected and the certificate Expiry Date is in the future and mapped correctly.

  • Slack/Teams alerts missing: verify channel permissions and that the Internal Owner is assigned in the reminder policy.

  • Duplicates after import: ensure Supplier ID consistency and use one row per certificate.

  • Date parsing errors: use YYYY‑MM‑DD (ISO‑8601) and avoid locale‑specific formats.

Related links

  • Certification workflow: See Certification Automation in your Parakeet portal or documentation.

  • Calendar deadlines: See Google Calendar Integration setup in your Parakeet portal.

  • Team notifications: See Slack, Microsoft Teams, and WhatsApp integration setups in your Parakeet portal.

  • Supplier collection: See Contractor & Supplier Onboarding section in your portal.

  • All integrations: See Parakeet Integrations in your portal for details.

Change log

  • v1.0 — Initial publication with CSV schema, one‑screen setup, and FAQ (October 14, 2025).