What happens when I click “View Critical Certificates?

Using the Dashboard

"View Critical Certificates" takes you to a filtered list showing only certificates that need immediate attention - those expiring within 30 days or already expired.

Pre-Filtered Critical List

Automatic Filtering

The page automatically shows only certificates requiring action:

  • Expiring in 30 days or less: All amber status certificates
  • Already expired: All red status certificates
  • Excludes green certificates: Hides certificates with 30+ days remaining
  • Cross-portfolio view: Shows critical certificates from all properties

Critical Certificates Page Layout

Certificate List
  • Certificate type and name
  • Property address
  • Expiry date with time remaining
  • Colour-coded status badges
  • Quick action buttons
Filter Controls
  • Time period filters (7 days, 30 days, expired)
  • Certificate type filters (Gas Safety, EICR, etc.)
  • Property filters (specific addresses)
  • Status filters (amber, red)

Direct Edit Actions

Certificate Property Status Available Actions
Gas Safety Certificate 123 Main Street 15 days left
EICR Certificate 456 Oak Avenue Expired 5 days ago

Advanced Filtering Options

 
Next 7 Days

Show only the most urgent certificates requiring immediate booking

 
Next 30 Days

View all certificates in the planning and booking window

 
Already Expired

Focus on certificates requiring immediate compliance action

Filter Combination Examples

Gas Safety Focus

Filter: Gas Safety + Next 7 days

  • Shows only Gas Safety certificates
  • Expiring in the next week
  • Perfect for booking gas engineers
Property-Specific

Filter: Single Property + All Critical

  • Shows all critical certificates for one property
  • Useful for coordinating multiple inspections
  • Property-focused compliance planning

Efficient Action Workflow

1
Click "View Critical"

Jump to filtered list

2
Apply Filters

Narrow to specific needs

3
Take Action

Edit or upload directly

4
Return Updated

Back to dashboard with changes

Batch Management Benefits

Handle Multiple Certificates

The critical certificates page is perfect for batch management:

  • See all urgent items: No need to check individual properties
  • Prioritize by urgency: Focus on 7-day vs 30-day expiries
  • Coordinate bookings: Plan multiple inspections efficiently
  • Track progress: See real-time updates as you resolve issues
 

Focused Compliance Management

"View Critical Certificates" cuts through the noise to show only what needs your attention. The filtering options let you focus on specific time frames or certificate types, making it easy to prioritize urgent renewals and coordinate inspector bookings efficiently.

critical certificates filtered list expiring certificates certificate management priority view
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