What it tracks
Every plating shop operates under permits — Certificate of Approval (Ontario), municipal wastewater discharge, hazardous-materials storage, emergency-response registration. Missing a renewal = shop shutdown.
Menu: Plating → Compliance → Permits.
Box ① + New to register a permit. Box ② column header with filters for expiry. Box ③ open any permit record.
Creating a permit record
Click + New:
| Field | Example |
|---|---|
| Reference | CofA-MOE-2023-14723 |
| Permit Type | Certificate of Approval / Discharge / Hazmat / Fire code / Building |
| Jurisdiction | Ontario / City of Toronto / CNSC / federal |
| Regulator | Who issues / audits |
| Facility | Which site |
| Issue Date / Expiry Date | From the paper permit |
| Renewal Window | Days before expiry to start the renewal |
| File | PDF upload of the permit certificate |
| Conditions | Text/list of attached conditions |
Renewal alerts
When a permit's expiry_date - renewal_window_days is reached, the system:
- Flags the permit in the list with a yellow "Renew Soon" badge.
- Sends an email to the Compliance Officer.
- Creates a task in the compliance calendar.
Renewal windows vary — some agencies want 60 days lead time, some 180. Adjust per permit.
Renewal workflow
- Open the permit.
- Click Start Renewal.
- Gather supporting docs (discharge sample reports, waste manifests, training records, incident logs) — system suggests based on type.
- Submit to regulator.
- On receipt of new certificate: click Complete Renewal.
- New expiry date + new uploaded PDF replaces the old. Old archived in revision history.
Audit export
For annual MOE/municipal audits, click Export Audit Package — assembles:
- Current permits
- 12 months of discharge samples
- 12 months of waste manifests
- Spill incidents (hopefully none)
- Training records
Single zip file, ready to send.
What can go wrong
Permit expired, not renewed
Review the renewal window. Set earlier alert. Consider escalating to a 180-day lead time for critical permits.
Uploaded PDF blurry / wrong file
Open permit → upload replacement. Old version kept in attachment history.
Missing renewal evidence
Sample logs weren't kept. Catch-up by sampling immediately, then document the gap explicitly in the renewal application.