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The Compliance dashboard gives you a portfolio-wide view of where your elevators stand on inspections, certificates, and violations. Use it to spot units that need attention and to open any unit for a closer look.
Compliance is available to the consultant role. Consultants manage compliance on behalf of building owners.

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Open Compliance

Select Compliance in the main navigation. The page opens with three summary tiles across the top, followed by a table listing every elevator unit.

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Read the summary tiles

The tiles at the top count units and certificates that need attention across your current selection:
1

Units With Open Violations

The number of units that have one or more unresolved violations.
2

Expiring Certificates

Certificates approaching their expiration date.
3

Expired Certificates

Certificates that have passed their expiration date.

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Read the compliance table

Each row is one elevator unit. The columns tell you the unit’s compliance status at a glance:
ColumnWhat it shows
Unit NameThe unit’s name. Select it to open the unit’s compliance panel.
PortfolioThe portfolio the unit belongs to. Rows are grouped by portfolio.
PropertyThe property where the unit is installed.
LicenseThe unit’s license number (its AHJ ID). Its jurisdiction appears in the separate Jurisdiction column.
Service ProviderThe company responsible for maintaining the unit.
JurisdictionThe authority that governs the unit’s compliance.
Inspection StatusA Passed or Expired chip based on whether the unit’s current certificate is still valid — not the result of the latest inspection report. See Add and review an inspection report.
Certificate ExpirationThe expiration date of the current certificate.
Last CAT1 Test / Last CAT5 TestThe dates of the most recent category-1 and category-5 tests.
Open ViolationsThe count of unresolved violations. A non-zero count is outlined in red.
Closed ViolationsThe count of resolved violations.
Next Violation DueThe next upcoming violation correction deadline.
Violations with no updates in last 2 weeksViolations that have gone two weeks without an update.
The table is sorted by Certificate Expiration by default, with the furthest-out expirations at the top. To bring the soonest-expiring certificates to the top, select the Certificate Expiration header to flip the sort to ascending.
Use the column controls in the table toolbar to show or hide columns, and select Show Resolved inside a unit to review its closed violations.

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Open a unit

Select a unit’s name to open its compliance panel on the right. The panel shows the unit’s certificate, inspection status, jurisdiction, category-test dates, its full violation list, and its compliance documents.