The folder setup: current certificates on top, history underneath
File by supplier, because that is how approval decisions and audits are made: is this supplier still approved, and what proves it? Inside each supplier folder, keep only current certificates at the top level. When a renewal arrives, move the old certificate into a history subfolder instead of deleting it, so you can show continuous certification if asked.
Keep certificates apart from the other supplier paperwork: specifications, allergen or food-contact declarations, and questionnaires. They have different review cycles and different readers, and a certificate buried among twenty specification sheets is the one nobody finds in time.
- Level 1: the supplier’s legal name
- Inside: Certificates (current), Certificates history, Specifications and declarations
- Multi-site suppliers: the site in every certificate name
