To view, start by clicking on ‘Compliance’ in your top menu, then on ‘Document Type Compliance’.
You can now see a full list of all your account’s Document Types, along with how many expiration items within each Document Type that are currently in an ACTIVE status versus an INACTIVE status.
Furthermore, if you click on ‘View Compliance’ for each Document Type (hyperlink on the far right for each row), you can see a pie chart that provides both a visual of active vs. inactive expiration items with that specific Document Type, but also a percentage of each status.
ACTIVE status is any expiration item that is currently in an up-to-date, no expiration, not applicable, or near expiry status as these statuses are still meant to indicate compliance. INACTIVE is anything that is expired, missing, or on hold as these statuses are meant to indicate a state of non-compliancy.
This is a great report that quickly shows users where they may need to concentrate their efforts for compliancy purposes!