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See which documents are expiring

Find the certificates that have run out or are about to, and open a document’s file, on the web or on the iPhone.

Who can do this: Location Managers and Admins by default (the “Manage compliance documents” permission). A Supervisor can be given it; an Employee cannot.

Web and iPhoneChecked

On this page

Each document is held against the expiry date typed in when it was uploaded. A document is still in date on its expiry day and expired the day after.

What the statuses mean

  • Expired: the expiry date has passed.
  • Expiring: it runs out within 30 days.
  • In date: more than 30 days are left.
  • No expiry: no expiry date was given, so nothing is counted.

On the web

Go to Checks, then Documents

  1. Pick the location. The table opens sorted by Status, with expired and expiring documents first.
  2. Read the Expires column. An expired date is marked “Expired”, and one inside 30 days is marked “≤30d”.
  3. Filter by Kind, Belongs to or Status to narrow the list, for example to one person’s certificates.
  4. Press Download on a row to open the file.

On the phone

  1. Open Checks and scroll to Registers at the foot, or open Me. Press Documents.
  2. The three counts at the top are Expired, Expiring and In date. Press one to see only those documents.
  3. Press a document to open it. Its screen says how it stands, its Kind, who or what it is For, and when it was Issued and Expires.
  4. Under File, press Open to see the file itself.

What happens next

When a certificate has been renewed, upload the new one on the web. The old one stays as it was until you delete it.

If it doesn’t work

A certificate that has run out is not marked
It was uploaded without an expiry date. Upload it again with the date, and delete the first copy.
On the phone: “No documents”, with “Upload them on the web.”
Nothing has been uploaded at this location yet.
On the phone: “Couldn’t open the file”
With “You’re offline”, the file needs a connection to open. With “It isn’t there to open”, the file itself is missing: upload the document again on the web.
There is no Documents row on the phone
The row is shown only to people with the “Manage compliance documents” permission at the location the phone is showing.

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