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View stakeholder compliance status

Review a stakeholder company’s compliance status, including certifications, insurance and expiry dates, with clear visual indicators.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the stakeholder details​

Navigate to the stakeholder record in your project and open the stakeholder details view where the different information tabs are displayed.

Open the stakeholder details

Step 2: Switch to the Compliance tab​

Select the Compliance tab to load the stakeholder’s compliance summary, including requirements, expiry dates and overall status.

Switch to the Compliance tab

Step 3: Review overall compliance indicators​

Check the main compliance indicators showing whether the stakeholder is compliant, expiring soon, non-compliant, or has no requirements, using the coloured labels and icons.

Review overall compliance indicators

Step 4: Check expiry dates and time remaining​

Review each listed requirement’s expiry date and the time remaining until expiry to identify items that are close to expiring or already expired.

Check expiry dates and time remaining

Step 5: Identify missing or non-compliant items​

Use the warning and error indicators to identify any missing, incomplete, or non-compliant certifications or insurance items that may require follow-up.

Identify missing or non-compliant items

Last updated: 2026-07-28