The Compliance hub

Every truck renewal, team credential and business filing on one screen, with what needs you first and one action per row.

Compliance is one screen for everything the company has to keep current: the trucks' paperwork, the team's licences and cards, and the filings, licences and permits that run the business. It is for admins and owners.

Open it

Open Compliance in the menu, or Compliance, Business. It has three tabs: Vehicles, HR and Business.

The four counts

Across the top are four counts for the whole hub:

Overdue: past its date.
Due in 30 days: due today or within the next 30 days.
Current: dated and more than 30 days out.
No date: a renewal with no date on file, or a credential somebody should hold and has none of.

Click a count to list only those rows. Click it again, or press Back to what needs you, to go back.

What needs you

Under the counts, What needs you lists everything overdue or due within 30 days, across the trucks, the team and the business, soonest first. It shows eight; press Show all for the rest. Each row is one sentence with one thing to do:

A renewal's date is a button. Click it to type the date, or press Add a date when there is none.
Mark done moves a renewal on by its schedule. With no schedule, it asks for the next date in the row.
A credential says Renew, or Add it when it is missing, and opens the person.
A filing says Open.

Who is told

The line under the counts says who is reminded. A truck or company renewal reminds the filings owner and the dispatch team before it is due and on the day. A credential reminds the person who holds it and HR. A filing reminds its owner. Each person picks how they hear it under Settings, Me, Preferences.

Good to know

Only admins see Compliance unless an admin gives a role the Compliance module on Settings, HR, Roles. Whoever has it sees all of it.
The filings owner is chosen on the Business tab, under Who does the filings.
Daily truck inspections show on the Vehicles tab but are not counted in the strip.
A credential with no expiry date is not listed, because nothing lapses.
Everything here is guidance, not legal or tax advice. Check it with your accountant or attorney. Nothing here files anything for you.

If something goes wrong

"Compliance is the owner's screen. Ask an admin for access." Your role does not have the Compliance module. Ask an admin.
Everything shows No date. Nobody has typed the due dates yet. Click Add a date on each row; it takes a minute per truck.