Recurring obligations don't fail loudly. They just quietly lapse.
Nobody forgets an incident. Everybody forgets the six-monthly drill, until an auditor asks for the last two years of them.
It lives in someone's calendar
One person holds the schedule in Outlook. They go on leave, change roles, or leave the company, and the pattern goes with them.
A reminder isn't evidence
A calendar invite proves the meeting was booked, not that it happened, who attended, or what was decided.
Expiries surprise you
A licence, calibration or insurance lapses and you find out when someone is already on site with it expired.
What you'll schedule
Three kinds of thing that must happen on a cycle.
Each one raises the right record when it falls due — a form to complete, a meeting to minute, or an action to close.
Meetings and talks
Consultation is a clause in every standard. This is how you evidence it.
- Toolbox talks and pre-starts
- Health and safety committee
- Management review
- Contractor and site meetings
Compliance dates
Anything with an expiry, a renewal or a statutory interval.
- Licences, tickets and certifications
- Calibration and testing intervals
- Insurance and prequal renewals
- Document and policy review dates
A reminder that produces a record.
This is the difference between a calendar and a management system. When a recurring event falls due, Teammate doesn't just notify someone — it opens the form, holds the attendance, and files the result against the site it belongs to.
- Any pattern — daily, weekly, monthly, quarterly, annually, or a set interval after the last one closed.
- Escalation before the date — warn the owner early, then their manager, so nothing lapses silently.
- Owned by a role, not a person — when someone changes jobs the schedule stays with the role.
- A complete history — every occurrence, who completed it and when, ready to hand to an auditor.
Works with
It schedules the rest of the system.
A reminder is rarely the point — the form, audit or action it raises is. Reminders drive the modules that hold the evidence.