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Review document compliance status

Use the Document Compliance widget to review current document status, identify risks, and refresh the latest compliance data.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard with the Document Compliance widget​

Navigate to the PlanOps dashboard that contains the Document Compliance widget; the widget card loads automatically and may briefly show loading placeholders while it retrieves the latest figures.

Open the dashboard with the Document Compliance widget

Step 2: Review overall document compliance summary​

Check the top-level metrics for required, submitted, pending approval, and expired documents, along with the overall compliance percentage, to understand your current compliance position at a glance.

Review overall document compliance summary

Step 3: Identify expiring and expired documents​

Scroll within the widget to review the list of expiring documents, including their names, categories, expiry dates, and days until expiry, and note any expired items or high-risk entries highlighted with warning icons.

Identify expiring and expired documents

Step 4: Refresh compliance data​

Select the refresh control on the widget to request the latest compliance information from the backend; the widget briefly shows loading placeholders before updating the metrics and expiring document list.

Refresh compliance data

Step 5: Respond to errors or missing data​

If the widget shows an error banner or a message indicating that compliance data is unavailable, review the alert details and, if appropriate, try refreshing the widget or contacting your system administrator.

Respond to errors or missing data

Last updated: 2026-07-16