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Agency

Compliance Tracker

Expiring and expired documents across your assigned staff.

See at a glance which assigned professionals have documents approaching expiry, with automatic restriction when one lapses.

A compliance manager reviewing records in an office.

The problem

Compliance is often tracked in a separate spreadsheet, and lapses are found during inspection rather than before.

How it works

Compliance Tracker, step by step.

  1. 1

    Assigned professionals’ compliance status appears in one view.

  2. 2

    Items approaching expiry are highlighted.

  3. 3

    Expired requirements automatically restrict affected work.

  4. 4

    Verification decisions are recorded with dates.

  5. 5

    Only status is shown, not the documents themselves.

Key capabilities

  • Expiry visibility

    Across every assigned professional.

  • Automatic restriction

    No reliance on someone noticing.

  • Recorded decisions

    Dated history.

  • Need to know

    Status only, not personal documents.

Who benefits

What changes, and for whom.

Agency

Compliance you can evidence, not just hope for.

In the product

What it looks like.

Compliance TrackerThe compliance tracker with items expiring soon.

See it working with your own shifts

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