Resources
Practical checklists you can use today, whether or not you ever use our software. No gate to read them — email a copy to yourself only if you want one.
The vendor onboarding checklist
Everything to collect before a new vendor starts work, and what to record so the file is still useful in eighteen months.
4 min read · Operations, property and facilities managers
OpenCOI renewal tracker template
The exact columns to keep, the ones to drop, and a monthly rhythm that catches renewals before they lapse.
3 min read · Anyone still tracking certificates in a spreadsheet
OpenPreparing for a vendor document audit
How to assemble vendor document evidence in an afternoon instead of a fortnight.
5 min read · Operations leads facing an owner, insurer or internal review
Open