Gather Registers -> Read Due Dates -> Flag Due Soon -> Alert Owner -> Update Board
Statutory Safety Test and Certificate Agent
The agent holds a single register of every statutory safety test and certificate the plant is required to keep, each with its due date and current status. It reads the underlying registers for pressure vessels, boilers, relief valve testing, lifting tackle, fire hydrants and licenses, and raises due-soon and overdue alerts before a legal date passes. When a certificate is missing from the document store, it flags that too, and it keeps an audit-ready status board for when the inspector arrives.
The Problem
The inspector is booked for Tuesday. The due dates live on one person's laptop.
The safety relief valve test slipped because the only record was a colour-coded tab in a spreadsheet that one engineer kept, and he was on leave when the date came up. The plant ran for six weeks on a valve that was past its statutory test before anyone noticed. Then the factory inspector schedules a visit and the team spends two days hunting through emails and drawers for certificates that may or may not exist. Nobody can say, in one place, what is due, what is overdue, and what is missing.
What Changes
One live board that says what is due, what is overdue, and what is missing
The agent reads every statutory register the plant keeps and builds one list with the test, its legal frequency, the last done date, the next due date and the status. It watches those dates and sends due-soon and overdue alerts to a named owner well before the deadline, and it flags any certificate that is missing from the document store. Before an inspection, the status board is already current, so the scramble is gone.
Humans stay in control: the agent tracks and alerts, and the SHE officer books the tests and confirms each certificate is on file.
HOW THE AGENT WORKS
HOW TO BUILD IT
Three levels of depth. Pick the one that matches where you are.
For the ops person who needs to understand what's involved and brief their team.
WHAT YOUR TEAM PROVIDES ONCE
- Test registers - the list of statutory tests the plant must keep
- Legal frequency - how often each test is required by law
- Certificates - the signed proof each test was done, in the document store
- Owner list - who is responsible for booking each test
- Reminders channel - where due-soon and overdue alerts are sent
For the IT person or technical lead who needs to scope the integration.
INQUIRY SOURCES
WORKFLOW ENGINE (N8N)
CONNECTS TO
Without live access the agent works from a CSV export of the register and a folder listing of certificates. It runs on a schedule against the last export, and someone refreshes the file and forwards the alerts by hand, so some steps are manual.
With live access to the register, document store and calendar the agent runs every day, keeps the status board current, and writes reminders and events without anyone touching a file. The board is ready the moment an inspector calls. Best experience.
For the person who wants to build this agent step by step. Each node below maps to an n8n workflow node.
You are a statutory compliance tracker for a chemical plant. For each item you get the test, its frequency in months, the last done date, whether a certificate is on file, and the run date.
Run date: {run_date}
Due-soon window days: {due_soon_days}
Items: {items_json}
For each item compute next_due as last_done plus frequency_months. Set status to OVERDUE if next_due is before run_date, DUE_SOON if next_due is within the window, MISSING_CERT if the test is done but no certificate is on file, else OK. Give a one line reason and days_to_due.
Respond ONLY with valid JSON. No explanation.Run date 2026-08-18, window 30 days. Item: relief valve RV-207, frequency 12 months, last done 2025-09-01, has_cert true.
{"results": [{"id": "RV-207", "test": "safety relief valve test", "next_due": "2026-09-01", "status": "DUE_SOON", "days_to_due": 14, "reason": "Next test due 2026-09-01, 14 days from the run date, inside the 30 day window."}]}- One register sheet as the source
- Compute next due from frequency
- Flag overdue and due soon
- Daily email to one owner
- Write status back to the sheet
- A simple read-only status board
- =+ Match certificates in a document store
- =+ Route alerts per named owner
- =+ Write due dates to a shared calendar
- =+ Escalate overdue items after no action
- =+ Inspector-ready export on demand
- =+ Track test history per asset
Full Video Walkthrough Coming Soon
Watch the agent surface a relief valve test that is two weeks from its legal date.
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Frequently asked questions
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