Help Centre

Use the Compliance page

See what's pending review, expired, expiring, valid or missing across your organisation, and act on it.

The Compliance page lists every compliance item for every person it applies to, grouped into tabs. Offboarded staff are left out automatically; reactivating someone brings their tracking back.

The tabs

Tab	Shows
Pending review	Items someone has submitted that need checking.
Expired	Items past their expiry date.
Expiring ≤30 days	Items that expire within 30 days.
Valid	Complete and in date.
Not submitted	Nothing on file yet.

Each tab shows a count. Filter by role or attribute using the boxes underneath.

Act on an item

• Click a row to open that person's profile on the Compliance tab, with the item highlighted, so you can verify it there.
• Click Send reminder on a row to send that person a reminder by email and/or text (see Send compliance reminders).

Download

• Download this list only — an Excel file of exactly the rows on screen (this tab and filters).
• Download compliance register — the full audit workbook. See Download the compliance register.

Related articles

• Verify a compliance item — expiry, date sighted and verified by
• Send compliance reminders — one person or in bulk
• Download the compliance register for audits

Last reviewed 2026-10-13.