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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: 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.