Expiry reminders and red alerts

iComply emails providers at 60, 30, 14 and 7 days before a document expires, on the day and once it has expired, and alerts association admins when someone goes non-compliant.

2 min readLast updated

Applies to: Core (every organisation) · Association admin, Association team member, Providers

On this page

You don't have to chase certificates. Every day, iComply looks at each approved document with an expiry date and emails the provider:

  • 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 association admins

Association admins get a copy from 7 days out, on the day and once it has expired, with the provider'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 provider becomes Non-compliant for a new reason (something expired, was rejected or is missing), association admins get A provider 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 provider 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

  1. Step 1: Open Notifications (or Settings, then Choose what we send you).
  2. Step 2: Under What we send you, tick Email or Phone for each kind, then select Save.
  3. Step 3: For phone notifications, select Turn on notifications on this device.

Common questions

  • Can I send a reminder now? Yes: see Chase providers to update documents.
  • Do reminders include a link to fix it? Yes, a Fix this now link, where your association has them on.
  • A provider 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.
Reminders are sent by email (and as phone notifications to people who turned them on).
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