People and documents

Set up notification rules

Decide how far ahead you want to be warned, and how serious each warning is.

Steps

Open Settings → Notifications
Rules are set per organization, so everyone works from the same warning schedule.
Add a rule with a lead time
Choose how many days before expiry it should fire — for example 30 days. Each rule fires once, on that day.
Cover what has already lapsed
Use zero days for documents that have already expired, so nothing sits unnoticed after the date has passed.
Set a severity
Info, Warning or Critical. Severity is what makes a genuinely urgent item stand out instead of joining a flat list.
Know what the rules cover
Employee documents approaching expiry, missing qualifications on jobs that are already staffed, and — separately — preliminary jobs, 14 days before they start.