Compliance Tracking Overview

The platform uses a dynamic compliance system to help you and your leadership maintain situational awareness of training, certifications, and other requirements. This guide explains how compliance tracking works.

What is Compliance?

Compliance refers to meeting the requirements set by your organization for your role. These requirements might include:

• Background checks
• Training certifications (CPR, First Aid, De-escalation)
• Firearms qualifications (if applicable)
• Policy acknowledgements

Each requirement has a status that contributes to your overall Readiness State.

Understanding Your Readiness State

Your readiness is displayed as a color-coded indicator on your Compliance page.

Color	State	Meaning
Green	Ready	All compliance items are valid and up to date.
Yellow	Expiring Soon	One or more items are expiring within 30 days.
Orange	Action Needed	One or more items are expired or missing.
Red	Blocked	Your account status is Ineligible or Inactive.

Where to View Your Compliance

1. Navigate to Compliance in the sidebar.
2. You will see your full compliance dashboard.

Summary Statistics

At the top of the dashboard, a 4-column grid provides a quick snapshot of where you stand:

Statistic	Description
Missing	Requirements with no submission on file.
Expiring	Items that will expire within the warning window.
Expired	Items that have passed their expiration date.
Total	The total number of requirements assigned to you.

Compliance Tracks

Your requirements are organized into tracks (e.g., “Org Wide,” “Onboarding”). Each track is displayed as a collapsible card. Within tracks, requirements may be grouped into phases that represent a progression — for example, an onboarding track might have Phase 1 (background check), Phase 2 (initial training), and Phase 3 (field observation).

Each item within a track displays:

• The requirement name
• Current status (Valid, Expiring, Expired, Missing, Pending Review)
• Expiration date (if applicable)

Global Requirements

Requirements that are not tied to any specific track appear in a separate Global Requirements section, marked with a globe icon. These typically apply to all safety team members regardless of role or track progression.

Policy Acknowledgements

Required policies are listed in their own section with:

Column	Description
Status	Current state: Acknowledged, Renewal, or Pending.
Signed Date	When you last acknowledged the policy.
Action	View to read the policy, or Accept to acknowledge it.

Next Steps

• Uploading Proof Documents — Learn how to submit documents for review.
• Understanding Expiration Dates — Know when your items need renewal.
• Pending Review Status — What happens after you upload a document.