Manage the compliance queue

Compliance queue is a triage view over the same technician credentials tracked on the Credentials screen — expiring, expired, unverified, and revoked certifications/licenses across your whole team in one filterable list. This is an Owner/Office surface; Dispatchers and Technicians don't see it.

What's in the queue

Every live credential on file appears exactly once, with a status:

• Current — verified and not approaching expiry.
• Expiring soon — verified, not expired, but inside your alert window (see below).
• Expired — past its expiry date, regardless of verification state.
• Revoked — marked revoked by an admin (always outranks "expired" — a revoked-but-not-yet-expired cert still shows as revoked, the stronger, human decision).
• Unverified — on file but never confirmed against the physical document.

Use the filter bar to narrow by status, technician, credential type, or expiry window (next 7/30/60/90 days, or already expired). Selecting Review on any row opens it on the Credentials screen, where you can verify, renew, replace, or revoke it — those actions are shared with that screen and take effect immediately here too.

Alert threshold

The Alert threshold field controls two things at once:

1. How many days out from expiry a credential enters the queue's "Expiring soon" bucket.
2. The window the daily proactive email digest (sent to company owners) uses to decide which credentials to include.

It defaults to 30 days and is per-org — changing it here doesn't affect any other company.

Sweep delivery health

The Sweep delivery health card shows the credential-expiry email digest's last run and any open delivery exceptions. A failed sweep is automatically retried the next time it runs — an already-notified credential is never re-sent, so retries can't duplicate an alert a company owner already received.

Reference

• Who can reach the compliance queue — Owners and Office users; Dispatchers and Technicians can't. See Roles & permissions.
• Credential records themselves — see Credentials for adding, verifying, renewing, replacing, and revoking.