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Using The Dashboard

Learn what the dashboard is all about and how it helps keeps you compliant

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What does the Dashboard show me?

Your dashboard gives you an instant overview of your entire portfolio's compliance status with urgent alerts, colour-coded statistics, and live upda...

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Category: Using the Dashboard
What do the green, amber and red colours mean?

CertNudge uses a simple traffic light system so you can instantly see which certificates need attention and when to take action. Three-Colour Stat...

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Category: Using the Dashboard
Can I add or edit a certificate straight from here?

Yes, you can add and edit certificates directly from the dashboard using quick actions or by clicking on existing certificates for instant updates. ...

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Category: Using the Dashboard
What does the red “Urgent Action Required” banner mean and when does it appear?

The red "Urgent Action Required" banner appears when certificates will expire within 7 days and disappears automatically once you update those certi...

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Category: Using the Dashboard
What happens when I click “View Critical Certificates?

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

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Category: Using the Dashboard
How is the “20 % Compliant” badge calculated?

The compliance percentage shows the proportion of valid certificates in your portfolio, calculated using a simple formula that updates instantly wit...

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Category: Using the Dashboard
Why does the “Expiring Soon” card say 4 when the urgent banner mentions only 2?

"Expiring Soon" and the urgent banner use different time thresholds - the card counts 30-day warnings while the banner only triggers for 7-day alert...

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Category: Using the Dashboard
What is “Avg Certs/Property” in Key Metrics?

"Avg Certs/Property" shows the mean number of certificates per property in your portfolio, helping you benchmark workload and identify potential dat...

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Category: Using the Dashboard
Why do some rows in “Upcoming Expirations” have red borders and others yellow?

Border colours in "Upcoming Expirations" match urgency levels - red for critical deadlines (≤7 days) and yellow for planning windows (8-30 days)....

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Category: Using the Dashboard
How can I see everything that’s expiring beyond the three rows shown?

Click "View All" in the top-right of the Upcoming Expirations panel to access a complete, sortable list of every certificate expiring in the next 30...

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Category: Using the Dashboard
What’s the difference between the “Add New Certificate” and “Add New Property” buttons in Quick Actions?

The two buttons serve different starting points: "Add New Certificate" goes straight to upload for existing properties, while "Add New Property" cre...

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Category: Using the Dashboard

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