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Monitor document compliance status

Review overall document compliance, identify gaps, and see which documents are nearing expiry or already expired.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Document Compliance widget​

Navigate to the dashboard that contains the Document Compliance widget and locate the card showing the compliance overview with charts and document status figures.

Open the Document Compliance widget

Step 2: Review overall compliance and key metrics​

Check the compliance percentage and the counts of required, submitted, pending approval, and expired documents to understand your current compliance position.

Review overall compliance and key metrics

Step 3: Identify expiring and expired documents​

In the expiring documents list, review each document's name, category, and days until expiry to prioritise follow-up actions and address any expired documents highlighted in the widget.

Identify expiring and expired documents

Step 4: Refresh the compliance data​

Use the refresh control on the widget to reload the latest compliance data from the system so you are working with up-to-date figures.

Refresh the compliance data

Last updated: 2026-09-03