Set up Project Gauge

Before you start

Use a board where each top-level item represents one equipment asset. Add a Text or Status column containing one consistent equipment type per item, such as Gas Detector or Forklift.

First-time setup

1. Add the Equipment Compliance view to the equipment board.
2. Open the view and select the equipment-type column.
3. Choose Connect board. Equipment remains on the monday board.
4. Create a requirement for each type, including its validity and due-soon window.

Record a renewal

1. Open an asset from the Compliance Center.
2. Select its applicable requirement.
3. Enter the performed date. Project Gauge calculates expiry from the profile unless you provide an explicit expiry.
4. Add an optional certificate or reference number and choose Record renewal.

Status rules

• Ready: expiry is beyond the warning window.
• Due Soon: expiry falls inside the warning window.
• Overdue: the latest applicable renewal has expired.
• Missing: no valid renewal exists or no requirement profile matches.

If an asset has several requirements, its overall status shows the condition needing the most attention.

Correct a record

Enter a correction reason and choose Void record. The original dates, actor and reason remain visible. Record the corrected renewal as a new entry.

Current limits

The pilot supports top-level items, exact equipment-type labels, dates and reference text. It does not upload certificate files or include AI, QR codes, inventory, maintenance work orders, portals, PDF generation or reminders.

Contact support

Email support@getprojectgauge.com. Include the board or view name, approximate time, user role and a screenshot without secrets or sensitive certificate data.