Summary Widgets
At the top of the page you will see five clickable summary cards:
-
Total Items — shows the overall count. Click to clear all filters.
-
Expired — items past their expiry date. Click to filter to expired only.
-
Expiring Soon — items within their warning threshold. Click to filter.
-
Valid — up-to-date items. Click to filter.
-
Draft — items not yet finalised. Click to filter.
Filtering and Searching
-
Search — type in the search bar to find items by name.
-
Status — multi-select filter (Valid, Warning, Expired, Draft).
-
Category — filter by compliance group.
-
Days Remaining — filter by time window (30, 60, 90, or 120 days or less).
-
Click the clear filters icon to reset all filters at once.
.jpeg?width=670&height=41&name=Image%2016-04-2026%20at%203.41%20PM%20(1).jpeg){kind=small}
Review Table
The table displays columns for User (with avatar), Compliance Item, Category, Issue Date, Expiry Date, Days Remaining, and Status. Use the three-dot menu on each row to View, Edit, or Delete an item.
Exporting
Click the Export CSV button to download all displayed compliance data to a spreadsheet.
Pagination
Use the pagination controls at the bottom to navigate through results. Choose page sizes of 25, 50, 100, or 200 items per page.
