One screen listing everything expired or expiring soon, grouped by contractor and ordered so the worst is at the top. If you only open one screen a week, open this one.
How it's ordered
Contractors with expired items first, then those with the soonest deadlines. It's already a to-do list in priority order — start at the top and work down rather than looking for a place to begin.
The two groups
- Expired — already lapsed. These are the ones making contractors Non-Compliant, and the ones to look at before anyone else goes to site.
- Expiring soon — still valid, deadline approaching. Chase these and they never reach the group above.
An expiring-soon item doesn't change anyone's status. The contractor stays Compliant right up to the day it lapses — which is precisely why this screen exists separately from the badge.
Working from it
Click any contractor to open their record and send a request. Most sessions here are ten minutes of sending renewal requests, and most of those get answered without you touching it again.
Tip
Across several clients
If you're an agency managing a portfolio, the equivalent across every client is Agency Exceptions — the same rule, rolled up, worst client first.