Compliance & Expiry

A read-only oversight register for training and induction compliance across the whole team — live enrolment status, a signature audit trail, and an expiry forecast — in one place.

Who can use it — Anyone with "view training records" permission (typically managers, HR, and safety officers). This page only shows data; it doesn't assign training or approve competencies. See Roles & Permissions for how access is set.

Where to find it — Workforce & HR → Compliance & Expiry in the sidebar, titled Compliance & Expiry Register on the page.

How to use it

The page has three tabs, switched with the buttons at the top: Live status, Signature audit, and Expiry forecast. Each tab is its own table with its own filters and search — pick a tab, then filter or search within it. The tab you're on is kept in the page URL, so you can bookmark or share a link straight to a tab.

Live status

Every active training/induction enrolment for the tenant (archived and inactive enrolments are excluded). Each row shows the Module, the Worker (by name, or guest name/email if they're not a system user), the Project they enrolled against, Status (Not Started, In Progress, Completed, Expired — colour-coded), Progress as a percentage, how many Signatures have been captured, Expires date, and Completed date.

The Expires date is colour-coded as a traffic light:

Red — already expired, or expiring within 14 days.
Amber — expiring within 30 days.
No colour — more than 30 days out, or no expiry set.

Filters: Status, Module, Participant (User / Guest / Subcontractor), and Expires within (a date — shows enrolments expiring on or before it). Module and Worker are searchable.

Signature audit

A log of every training/induction signature captured, tenant-wide — this is the record of who signed which document and when. Each row shows Signed at, the Signer (with their email underneath), the Document signed (with version, if versioned), the Module it belongs to, Method (Typed or Drawn), the IP address it was signed from, and any Witness. A Revoked column flags signatures that have since been revoked (shown in red).

Where a signature has an attached signature image, a View signature action opens it in a new tab via a short-lived signed link.

Filters: Method, a Signed between date range, and Hide revoked (on by default, so revoked signatures are hidden until you switch it off).

Expiry forecast

Completed enrolments with a set expiry date, narrowed to a window you choose — this is the "what needs renewing soon" view. Each row shows Worker, Module, Expires date (same red/amber colouring as Live status), Days remaining (or "days overdue" once past expiry), and Completed date.

Filters: Window (Next 7 / 14 / 30 / 60 / 90 days — defaults to 30) and Module. Worker and Module are searchable. Rows are sorted soonest-to-expire first.

There's no export action on this page — it's a live, filterable register for reviewing on screen.

Connected pages

Training Assignments — where modules actually get assigned to people; this register only shows the resulting enrolments.
Training Modules — where the modules and their content/checklists are built.
Competencies — separate approval-driven qualifications (licences, tickets) rather than module enrolments.
My Qualifications — the worker-facing side of their own training and competencies.

Tips & common mistakes

This page is oversight only — you can't assign training, sign on someone's behalf, or approve anything from here. Use Training Assignments or Competencies for that.
If a worker isn't showing up, check they have an active, non-archived enrolment — completed-but-archived or deactivated enrolments won't appear on Live status or Expiry forecast.
The Signature audit tab defaults to hiding revoked signatures — turn off Hide revoked if you're investigating a dispute and need to see everything, including revoked ones.
Expiry colours are fixed (red inside 14 days or overdue, amber inside 30 days) — they aren't configurable per module.