A Review Queue for Compliance Documents

Reviewers can work every waiting compliance document from one list, ordered by urgency.

Reviewers worked from the Workers table, one row per worker, with no sign of which document had waited longest or was about to expire, and they returned to the list between decisions.

What's new

• One row per document — the Documents page lists every waiting document, grouped by expiration date, with expired documents at the top.

• Filter, search and arrange — filter by document type, location, requirement and more, search by name, and change grouping and order under Display.

• Review in a drawer — the document leads, with the worker's details beside it. Approve or reject and the next document opens, or move with Previous and Next.

• Problems on the row — an edited field, a name mismatch, or a resubmission after an earlier rejection shows on the row, and the Activity tab records every change to a document.

• Who decided, and when — each decided document shows who approved or rejected it and when, in the reviewer's own time zone.

• New documents notice — a notice appears when new documents arrive, Show brings them in, and each one is marked New until it is opened.

• Keyboard shortcuts — approve, open rejection reasons, open the full-screen viewer, move between documents and jump to search from the keyboard. Press ? to see every shortcut.

Why it matters

Waiting documents had no clear order, so reviewers couldn't tell where to start and lost time going back to the list between decisions. A queue ordered by urgency lets them clear expired and oldest documents first, so workers become compliant sooner.

Availability

Now available to an initial group of customers — contact your Customer Success representative to get access.