Platform overview

RENEWALS & REMINDERS

Make the next deadline visible before it becomes urgent.

Track due dates and follow-up in the same place as the requirement and record, with reminder settings controlled by the organization.

IN THE WORKSPACE
  • Due dates
  • Renewal tracking
  • Employee reminders
  • Admin follow-up
  • Requirement status

HOW THE WORK MOVES

From first action to a usable record.

01

Set the date

Record the renewal or due date for the requirement.

02

Follow up

Reminders direct people back to the work that needs attention.

03

Close the loop

A new record goes through review before the requirement is treated as current.

CLEAR BY ROLE

The right view for each person.

EMPLOYEE

See upcoming personal requirements and reminders, and act from the relevant record.

ADMIN

Review upcoming and overdue work, configure follow-up, and see what still needs action.