The Compliance Dashboard sits on a vendor's Overview tab and holds three things: Insurance Policies, Licenses & Certifications and a Compliance Checklist.
Insurance
Adding a policy records:
| Field | Notes |
|---|---|
| Policy Type | General liability, workers' comp, and so on |
| Insurance Provider | The insurer |
| Policy Number | |
| Coverage Amount | |
| Issue Date | |
| Expiration Date | What the alerts watch |
| Notes |
Licenses
| Field | Notes |
|---|---|
| License Type | |
| License Number | |
| Issuing Authority | |
| Issue Date | |
| Expiration Date | |
| Notes |
The certificate itself goes somewhere else
Neither sheet takes a file. The dates and numbers live here; the PDF goes on the vendor's Documents tab.
That split is worth knowing about, because it is easy to record a policy and believe you have filed the certificate. Do both, and name the document so you can tell which policy it belongs to.
Expiration alerts
| When | Level |
|---|---|
| Already expired | Critical |
| Within 7 days | Critical |
| Within 30 days | Warning |
There is no 90-day notice and no informational compliance alert — nothing appears until a month out.
Alerts show in the Smart Alerts section at the top of the same Overview tab.
When alerts are worked out
Every time you add, edit or delete an insurance policy or a license, that vendor's alerts are recalculated on the spot.
Nothing recalculates them on a schedule. A policy that is 45 days from expiry today, and that nobody touches, will not raise its 30-day warning by itself — the warning appears the next time someone edits that vendor's compliance records. In practice that means the dashboard is accurate when you are working in it, and can be quietly stale when you are not.
Until that changes, the reliable habit is a standing review: open your vendors once a month and touch anything with a date approaching. That is exactly the chore the alerts are supposed to remove, and worth saying plainly rather than implying they have.
The checklist
The dashboard shows a checklist's progress — how many items are complete, as a count and a bar.
There is no way to create or tick one from the app. The display is wired; the editing is not. Unless a checklist was put into the database directly, this section will stay empty. Treat the insurance and license records as the compliance tooling that actually works today.
Across the directory
The vendors table shows Vendor Name, Category, Contact Info, Rating and Status — there is no compliance column and no compliance filter. To see where a vendor stands you open them.
Practical use
- Put the expiration date in accurately; everything here keys off it.
- Upload the certificate to Documents at the same time you record the policy.
- Diary a monthly sweep. Given that alerts only recalculate on edit, a standing review is what catches a lapse.
- Ask for renewal paperwork at 60 days. The first alert you get is at 30, which is tighter than most vendors move.
Frequently Asked Questions
Will I be warned before a policy expires? At 30 days, and again inside 7 — but only when that vendor's compliance records are edited. Nothing sweeps in the background.
Where do I attach the certificate? The Documents tab on the vendor.
Can I require the same documents from every vendor? Not through the checklist, which cannot be edited in the app. Keep the standard in your own onboarding notes for now.
Does an expired policy stop a vendor being assigned? No. It raises a critical alert; it does not block anything.
Still stuck? A person reads every email.
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