Below is an example of Expiration Reminder's dashboard. It's likely the page you'll visit most when using Expiration Reminder. It is designed to offer a quick glimpse into your account in one shot. The Expiration Reminder dashboard includes four main sections: the Calendar, Expiration Status Filter, Expiration Forecast Filter, and Document Type filter.
Calendar
The Calendar in the dashboard allows you to view the expirations in a calendar-style format to view your current month's expirations. Clicking on the buttons on top-right of the calendar will allow you to navigate between months and years.
Clicking on any of the Expirations on the Calendar will bring up a brief overview of the Expiration item.
Expiration Status Filter
Clicking on a status — Up to Date, Near Expiry, Expired, No Date, or Missing — will take you to an expiration report showing only items with that status.
- Up to Date: The expiration date is in the future, beyond the near-expiry warning threshold.
- Near Expiry: The expiration is approaching within the defined warning period.
- Expired: The expiration date has already passed.
- No Date: No expiration date has been set for the item.
- Missing: Required expiration information is absent.
As an example, clicking the "Missing" box will take us to the 2 Expiration Items which are missing dates (shown below).
Expiration Forecast Filter
Clicking on the numbers within each month will take you to an expiration report showing only the ones for that specific month or year. Below, when we click the 3 under "Oct", we will be taken to a list of the three expirations that expire in Oct 2023.
All dashboard features work together with the Document Type list on the left side of the dashboard. When you select a category, only documents of that type are included in the results.
