This article describes how to create your first expiration item from a computer. While you can also use your mobile device (iPhone, iPad, or Android phone) to create items, we recommend using a computer because the extra screen size greatly speeds up the process.
Before you begin
- If you don’t already have an Expiration Reminder account, sign up for a 14-day free trial!
- If your business has multiple physical locations, consider using the Expiration Reminder locations feature to build separate expiration items and contacts for each location. If you go this route, make sure to tag your contacts, employees, and expiration items with the correct location.
Step 1: Sign in to Expiration Reminder
- From your computer, use a supported browser to go to https://app.expirationreminder.net.
- Sign in to your Expiration Reminder account.
Step 2: Add Categories
Categories tags expiration items that can be grouped or filtered together. For example, a property management company can categorize their expiration items based on permits for their properties: elevator permit, fire extinguisher permit, building permit, etc. A hospital managing can categorize their items based on certifications of their staff: CPR certification, nurse certification, nurse board certification, etc.
Create a category for each type of expiration item in your business.
Step 3: Add Contacts
Now it’s time to add your contacts. Contacts are persons that you’d like them to receive notifications (either emails or SMS) about items becoming expire or following up. For example, if you’re tracking certifications for nurses, you might want to add their contact information to let them know that their certification is about to expire.
Step 4: Add Expiration Items
Now you’re ready to start adding expiration items. In here, you’ll add all the items that you want to tracking their expiration dates.