COI compliance dashboard (Overview)

Overview is the page the app opens on once your workspace is set up. It shows compliance across every active subcontractor.

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At the top

Five figures, each a link to the matching filtered list: Below them, the compliance rate: the share of subcontractors fully compliant, and a bar split into Compliant, Expiring soon, Needs review, Non-compliant and No certificate. Until set-up is complete, Finish setting up sits above the figures with what is left to do. Once it is, the card reads Setup is finished until you hide it. See the Quickstart. When you are close to your plan’s subcontractor limit, a line under the header says how many are left, with See plans. See Plans and billing.

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Needs attention

Subcontractors that are not compliant, worst first: requirements not met, then documents to confirm, then policies expiring soon. The card lists the first eight; View all opens the full list. Select one to open its page. When there are none, the card reads Every subcontractor is compliant.

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Where the gaps are

Critical findings counted by coverage, so you can see whether the problem is, for example, umbrella limits across the board or one subcontractor’s auto policy.

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Certificates just in

Files sent by subcontractors through their upload link that nobody has read yet, up to eight. Select one to open the subcontractor and record it. The card is only shown while there is something waiting; every unread file is also on the Certificates page.

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Chasing

A summary of renewal reminders: how many are Queued, and how many chase emails were Sent in the last 30 days (emails, not individual reminders). If any chase email could not be sent in the last 7 days, the card says how many; the reason is beside each one under Reminders. Review the chase queue opens Reminders. If chasing is off, a notice says nothing is being sent and links to switch it on. If chasing is on but the trial or subscription has ended, the notice says queued reminders are held, with Choose a plan.

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Actions

• Export register downloads the CSV register.
• Re-check all re-checks every subcontractor and generates due reminders in the background. The header then says when every subcontractor was last re-checked. It is also in the command palette (Ctrl+K / Cmd+K) as Re-check every subcontractor. Like any other change, it is not available once a trial has ended with no plan active.

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First run

While there are no active subcontractors, including after archiving them all, Overview shows Welcome to WatchMyCover with two steps: Bring your subcontractors in (Import a spreadsheet or Add one by hand) and Check what you require (Review your requirements).