Compliance

Checks and expiry rules, verifying documents, reminders and the compliance register.

• Set up compliance attributes — Decide which checks you track, how often they expire and which roles, departments or people they apply to.
• Use the Compliance page — See what's pending review, expired, expiring, valid or missing across your organisation, and act on it.
• Verify a compliance item — expiry, date sighted and verified by — Record that you've checked a document, when you saw the original, and when it expires.
• Send compliance reminders — one person or in bulk — Remind people about expired, expiring or missing items by email and text, and keep a record of every reminder.
• Download the compliance register for audits — Export a formatted Excel workbook of compliance items, documents and staff details for active staff, offboarded staff or both.