Excel template · Trackers and spreadsheets
SIA licence and screening tracker (Excel)
An SIA licence tracker shows, one row per officer, whose licence and screening are due. This Excel template lists site, licence sector, number, expiry and last register check, screening period and status, right to work and first aid. An expiry turns red once it has passed and amber within 90 days of the as-at date, and only a full date is highlighted. Formatix fills each row from your records. It does not check the SIA register. It is a Formatix template, not an official form.
The sheet does not replace the SIA's free Licence Status Checker, which reads the register itself. It brings the licence together with screening and the other dates you track.
10 free credits, no card needed. One credit fills one document.
An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.
What's in the template
An Excel tracker of deployed officers, one row each: site, SIA licence sector, number, expiry and last register check, screening period and status, right to work and first aid. An expiry turns red once it has passed and amber within 90 days of the as-at date, with live counts at the top. Not an official form.
- Region or contract, firm and as-at date
- Live counts of expired items and items due within 90 days
- Site or contract per officer
- SIA licence sector, number, expiry and last register check
- Screening period, status and completion date
- Right to work and first aid expiry
What it's for: Seeing which officers have licences, screening or certificates due.
ExcelDelivered as an Excel workbook you can edit and share.
Who uses it
Security firms
Every deployed officer on one sheet.
Compliance managers
Licences due in the next 90 days at a glance.
Contract managers
One site or a whole region.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop in the documents
Upload each officer's records, with a note of the contract and the as-at date. Each officer becomes a row. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word, PowerPoint or Excel file, or save it as PDF.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- Does this replace the SIA Licence Status Checker?
- No. That free SIA service reads the register. This sheet keeps your own dates in one place, including screening and first aid.
- What happens with a partial date?
- It is shown as written and not highlighted or counted. Only a full date turns red or amber.
- Does it work with our ATS or CRM?
- JobAdder, Salesforce, HubSpot and Ezekia connect to Formatix natively on every plan, including the free trial. Any other ATS or CRM works by email: send the documents and your notes to [email protected] and the filled document comes back.
Related templates and pages
WordSecurity screening fileA per-person file accounting for each stage of security screening, for firms that screen to BS 7858 or a sector equivalent: consent, identity and address, right to work, SIA licence and register check, career and activity history with how each period was verified, unverified periods, criminal record and financial checks, and the outcome the firm recorded. Layout is our own and does not reproduce the standard. Not an official form.
WordSIA licensed officer profileThe profile a security firm or agency sends a client with an officer: SIA licence sector, number, expiry and register check, screening position, availability, training and security experience. Licence details only as stated; an expired item is marked. Not an official form.
Use the sia licence and screening tracker in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card, valid for 14 days.
Formatix fills it from the CV for you: see our CV formatting software, or bulk CV formatting for a whole shortlist at once.