Expiry reminders and red alerts
iComply emails contractors at 60, 30, 14 and 7 days before a document expires, on the day and once it has expired, and alerts administrators when someone goes non-compliant.
2 min readLast updated
Applies to: Core (every organisation) · Administrator, Staff and team members, Safety officer (HSEQ), Project or site manager, Contractors and providers
You don't have to chase certificates. Every day, iComply looks at each approved document with an expiry date and emails the contractor:
- 60 days before it expires
- 30 days before
- 14 days before
- 7 days before
- on the day it expires
- once it has expired
Each reminder is sent once. A document first seen with 5 days left gets the 7-day reminder only. Only the newest approved copy of each document counts, and a worker's ticket is reminded for that worker.
Copies to administrators
Administrators get a copy from 7 days out, on the day and once it has expired, with the contractor's name and what's expiring. Your dashboard's Auto-chase this week shows who is being reminded.
Red alerts
Once a day, if a contractor becomes Non-compliant for a new reason (something expired, was rejected or is missing), administrators get A contractor went non-compliant, with the reasons and a link to their file. You hear once for each new set of reasons, not every day.
New documents to review
When a contractor uploads something, everyone on your team who sees the whole register gets New documents to review: a phone notification by default, and an email if they choose it.
Choose what we send you
- Step 1: Open Notifications (or Settings, then Choose what we send you).
- Step 2: Under What we send you, tick Email or Phone for each kind, then select Save.
- Step 3: For phone notifications, select Turn on notifications on this device.
Common questions
- Can I send a reminder now? Yes: see Chase contractors to update documents.
- Do reminders include a link to fix it? Yes, a Fix this now link, where your organisation has them on.
- A contractor says they aren't getting reminders. Reminders go to the email on their iComply account, and they can switch them off in their own notifications. See Emails not arriving.