How can I see everything that’s expiring beyond the three rows shown?
Click the "View All" link in the "Upcoming Expirations" panel to see a complete, sortable list of all certificates that require attention (expired or expiring within 60 days).
Dashboard Preview vs. Full List
Dashboard Preview
- Shows the 5 most urgent certificates.
- Provides a quick, at-a-glance status check.
- Highlights immediate priorities.
Full List Page
- Shows all expired certificates.
- Shows all certificates expiring in the next 60 days.
- Allows sorting and filtering.
- Enables comprehensive planning.
Finding the "View All" Link
The "View All" link is in the top-right corner of the "Upcoming Expirations" panel on your dashboard. Clicking it takes you directly to the filtered "Urgent Attention Required" page.
What the Full List Shows
This page focuses on certificates that need action now or soon:
Expired (Red)
Requires immediate compliance action.
0-7 Days Left (Amber + Banner)
Critical urgency - book renewal immediately.
8-59 Days Left (Amber)
Planning phase - time to book renewals.
Full List Page Features
Filtering Options
Use the buttons at the top to focus on specific timeframes:
- Expired
- Next 7 Days
- Next 30 Days
- Next 60 Days
You can also filter by certificate type or property.
Sorting & Actions
Organise the list by expiry date, property, or type. The 'Actions' column provides quick links to:
- View certificate details.
- Edit certificate information.
- Renew the certificate (upload new version).
Typical Workflow
Check Dashboard
See the top 5 urgent items in the preview panel.
Click "View All"
Go to the full list page showing all expired & upcoming (60-day) renewals.
Filter & Prioritise
Use the filter buttons (e.g., "Next 7 Days") to focus your attention.
Take Action
Use the 'Renew' or 'Edit' action buttons on the relevant certificates.
Complete Portfolio Visibility
While the dashboard shows your most urgent items for quick daily checks, the "View All" link reveals your complete renewal pipeline for the next 60 days (plus anything already expired). This focused view enables strategic planning, bulk booking with contractors, and ensures no urgent certificates slip through the cracks.