Document and compliance center

This is one of the most important modules in the system. It centralizes files across employees, clients, and academy records while highlighting expiry and review needs before they become operational problems.

High priority requirement

Expiry alerts should drive daily action lists so the business never deploys invalid staff or misses contract renewals.

Expiry Watchlist

Critical document monitoring
Entity Document Type Category Expiry Date Alert Window Status
Ali Raza Work Permit Employee 2026-04-11 30 days Expiring Soon
Mercury Retail Service Contract Client 2026-04-20 15 days Review
Usman Tariq ID Card Employee 2026-03-30 Immediate Critical
Gilato Academy Training License Academy 2026-08-12 60 days Valid

Recommended storage structure

  • Employees: ID, permit, certificates, contracts, bank details
  • Clients: agreements, NDAs, price sheets, communication records
  • Academy: enrollments, attendance, exam results, certificates
  • Finance: invoices, expense receipts, payroll exports

Automation ideas

Add auto-email reminders, dashboard counters, employee blocking rules, and manager escalations for critical expiry records.