Manage compliance deadlines and recurring reminders

Find and prioritise work

Open Compliance → Dashboard/List View. Search client/title and filter Status/Category; review priority, owner, due date, internal target and overdue/days-left badges. Use Calendar with month/Today controls and open a day chip. Use Overdue for slipped items. Use By Client or By Type for current-FY grouped review; note their 100-row window.

Add a deadline or recurring series

Manager-or-above clicks Add Deadline. Select one/many clients, title and statutory due date. Add category, priority, internal target, owner/reviewer and reminder chips. For recurrence, turn on Repeats, choose frequency/interval/end and weekend adjustment. Read the live preview and click Add; verify created count/instances.

Review statutory holidays/extensions separately; a generated schedule should be updated when an authoritative due date changes.

Update, complete, reopen, or delete

Open the row/edit drawer and change status with notes/evidence. For Filed/Completed, enter the independently verified acknowledgement reference. On a recurring item, choose occurrence/following/all scope before saving. Reopen only when the completion evidence is invalid or more work is required; record why. Managers delete obsolete items only after choosing the exact series scope and confirming no retained evidence/history requirement.

Compliance Calendar with deadline KPIs, filters, client and status columns, and edit actions.

Compliance overview. Client/deadline identities, periods, due dates, acknowledgement values, owners, counts, and account controls are masked.

Expected result

Every deadline has correct client/period/due date, accountable owner/reviewer, traceable status and filing evidence; recurring edits/deletions affect only the intended scope.

Related pages

• Create, manage, and convert CRM leads
• Manage the document vault, expiry, and policies