Automatically track documentation requirements

One of our clients is a yacht club that has their own moorage, which they lease out to members. With several hundred slips, their insurance requires them to maintain proof of insurance, up-to-date vessel registrations, and regular electrical inspections for all boats moored at their facility.

In Washington all vessel registrations renew in June, but insurance and inspections can expire any time of year. The office needs to keep copies of these documents on file.

Using the Events, Conditions, and Actions (ECA) module with a collection of views, we built a system that notifies boat owners 30 days ahead of their documents and electrical inspections expiring. If they do not upload their documents in time, they get further notifications, and the office is notified. All of this was put together without needing any custom code!