Documentation

Product guides for ComplyNestly customers and their teams.

Action Center

Action types and priority

The nine kinds of action item, and exactly how each one is assigned a priority.

The nine action kinds

  • Missing required — a required credential type with no matching credential.
  • Expired required — a required credential past its expiration date.
  • Expiring required — a required credential inside the warning window.
  • Credential expired — any tracked credential past its expiration date.
  • Credential expiring — any tracked credential inside the warning window.
  • No credentials — an employee with no credential records at all.
  • Renewal review — a renewal submission awaiting a decision.
  • Submission review — a portal submission awaiting a decision.
  • Submission rejected — a submission you returned to the employee.

How priority is assigned

Priority is deterministic. The same condition always produces the same tier.

  • Critical — missing required, expired required, and credential expired. Also submission review where the related credential has already expired.
  • High — renewal review. Also expiring items and submission reviews where the credential is due within seven days.
  • Medium — no credentials. Also expiring items due in eight to thirty days, and submission reviews further out.
  • Low — submission rejected, and expiring items due beyond thirty days.

Why some items look similar

Expired required and credential expired can both point at the same credential. The first says a requirement is unmet; the second says a tracked record has lapsed. A credential with no requirement behind it produces only the second.

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