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PPM and compliance

This Section Explains What The PPM And Compliance Areas Are Used For In Expansive And How Contractors Can Use Them To Manage Planned Work And Keep Required Documents Up To Date.

Best practice: Where available, use AI remedial report reading to help review reports, notes and supporting documents linked to remedial work. It can help identify recommended follow-on actions, issues found on site, required repairs and any information that may need to be reviewed before progressing further work. If you do not see this option, ask your client to switch this feature on for your contractor account or client setup.

PPM (Planned Preventive Maintenance)

The PPM section gives contractors visibility of upcoming planned visits, including when the work is due, which site it relates to and what maintenance activity needs to be completed.

What the PPM section shows

  • Upcoming planned maintenance visits and due dates
  • Site and work order details linked to the planned visit
  • Asset information where assets are linked to the PPM
  • The status of the planned work, such as upcoming, overdue, in progress or completed
  • Any documents, notes or completion evidence required by the client

How contractors use PPM

  1. Review upcoming planned visits from the PPM calendar or dashboard launchpad.
  2. Check the due dates, site details, job requirements and any client instructions.
  3. Plan engineer resource and schedule attendance before the visit becomes overdue.
  4. Assign the correct engineer based on skillset, location and availability.
  5. The engineer attends site, checks in through the Engineer App and completes the planned work.
  6. Completion notes, photos, certificates or other evidence should be uploaded where required.
  7. The engineer checks out and the work order moves through to the relevant completed status.

Tip: PPM visits should be monitored regularly so upcoming work can be planned in advance. If a planned visit passes its due date, it may show as overdue and could be escalated by the client.

Compliance

The Compliance section is used to manage contractor documents, accreditations, certifications, insurance information and any other evidence a client requires before work can be carried out. It helps both the contractor and client confirm that the business remains approved, up to date and compliant with the requirements set for that client.

What the Compliance section shows

  • Documents required by the client
  • Accreditations, certifications, insurance documents and other compliance records
  • Document status, such as submitted, approved, rejected, expired or expiring soon
  • Expiry dates for documents that need renewal
  • Any comments or requests for more information from the client

How contractors use Compliance

  1. Check which compliance documents are required for each client.
  2. Upload the relevant certificates, insurance documents, accreditations or other requested evidence.
  3. Review expiry dates and renew documents before they expire.
  4. Respond to any rejected documents or client requests for more information.
  5. Keep your contractor profile updated so work is not delayed due to missing or expired information.

Tip: Compliance requirements can vary by client. Always check the requirements shown against the relevant client profile, as one client may ask for different documents or approval steps than another.