Documentation

Product guides for ComplyNestly customers and their teams.

Requirements

How requirements drive compliance

Trace an effective requirement through matrix cells, action items, reports, reminders, and Autopilot.

Every effective requirement is evaluated against the credentials that employee actually holds. That single comparison feeds five surfaces.

Compliance Matrix

Each required credential type becomes a column and each employee a row. The cell resolves to current, expiring soon, expired, missing, or not required.

Requirement status

The per-employee roll-up used by the Employees list filter and reports: Ready, Missing Required, Expiring Required, Expired Required, or No Requirements.

Action Center

Requirement gaps become prioritized items.

  • Missing required — required type with no matching credential. Critical.
  • Expired required — required credential past its expiration date. Critical.
  • Expiring required — required credential within the warning window. High, medium, or low depending on how soon.

Reports

Missing Requirements, Credential Readiness Summary, and Location Comparison all count against effective requirements rather than raw credential totals.

Renewal Autopilot

Autopilot creates renewal tasks only for required credentials that are missing, expiring, or expired. Credentials with no requirement behind them are never picked up.

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