Documentation

Product guides for ComplyNestly customers and their teams.

Action Center

Action Center overview

The single prioritized queue of everything that needs a person, and how it is assembled.

The Action Center collapses every open compliance issue into one ordered list. If something needs a person, it appears here.

How the list is built

Items are derived from your live records on every load. There is no manual task creation, no assignment, and no way to snooze — an item exists exactly as long as the underlying condition does.

Ordering

  1. 1Sort by priority tier: critical, then high, then medium, then low.
  2. 2Within a tier, sort by soonest due first. Items with no date sort after dated ones.
  3. 3Break remaining ties by employee name for a stable order.

Columns

  • Employee — who the item concerns.
  • Issue — what kind of problem it is.
  • Credential Type — the credential involved.
  • Required By — the role template or direct requirement calling for it.
  • Actions — the link that takes you where you can resolve it.

Resolving items

Items clear when the underlying condition is fixed: record the missing credential, approve the renewal, correct the expiration date, or remove a requirement that no longer applies. The Dashboard also shows a preview of the top items using this same ordering.

Managers see only items for employees at their assigned locations.

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