Statuses

The same statuses appear on the recipients of an action, in the scheduler and on the public verification page of a permit to work. They are not set by hand: 4HSE derives them from the certificates that exist and from their dates.

Status	Meaning
New	A need has been identified but nothing has been recorded yet. A worker enrolled on a course stays New until a session is recorded or a past certificate is registered.
Valid	A currently effective certificate exists.
Expiring	The certificate is still valid but its expiry falls within the notice window. The notice window is the Expiring field of the action; when that is empty, the one set for that action type in the project configuration applies.
Expired	The expiry date has passed: the obligation has to be renewed.
Revoked	The certificate was withdrawn before its natural expiry, for example because the conditions it was issued under no longer hold. Shown with a red badge.
Rejected	The certificate was not approved. Shown with a red badge.

Note

If no notice window is set, either on the action or in the project configuration, it is zero days: the status goes straight from Valid to Expired, without passing through Expiring.

You meet Revoked and Rejected most often on permits to work, where withdrawing or refusing an authorisation is part of the ordinary flow.

Where each one comes from

• New comes from the absence of a certificate, or from a certificate still in draft: not from a date.
• Valid, Expiring and Expired are computed from the expiry of the most recent certificate and from the notice window of the action.
• Revoked and Rejected are set explicitly on a certificate.

This is why a status cannot be changed directly: to move a recipient out of New you record a session or register past compliance, and to move one out of Expired you issue a new certificate.