⏳ Compliance & Alerts
How Noted decides something needs attention, and what it does about it.
The windows
Only expiration records raise alerts. Noted scans them continuously against three boundaries:
| Window | Tier |
|---|---|
| Within 30 days of expiring | 🔵 Info |
| Within 7 days | 🟡 Warning |
| Today or already past | 🔴 Urgent |
"Today" is anchored to the US Eastern calendar day (Noted's agencies are in Florida), so a credential doesn't flip a day early or late because of server timezones.
The lifecycle
- An alert opens the moment a record enters the 30-day window — including records that are created already inside one.
- Tiers only escalate; the alert remembers when it reached each tier (that history feeds monthly reports).
- Fixing the record is the only way to close an alert. Renew the expiration and it closes on its own; there's no dismiss.
- If a nurse leaves alerting scope (rejected or deactivated), their alerts close; re-approval revives what's still true.
Missing documents
Any record — fact, date, or expiration — can be marked missing: it should be on file, but isn't. Missing records are always Urgent, appear on the Alerts page, the dashboard, the Records status filters (as Overdue), and the nurse's own My Compliance tab. Clearing "missing" requires actually supplying the value or date, so a missing document can't be quietly waved away.
Who hears about it, and how
| Channel | Who | When |
|---|---|---|
| Alerts page + dashboard | Admins | Live, always current |
| Email digest | All admins | Twice a month — one summary of everything open, worst first |
| Push notification | The nurse | When one of their credentials first reaches each tier |
Notifications are deliberately quiet: no per-alert email storms, and pushes never contain credential names or personal details. Missing-document alerts appear on all the live surfaces but never trigger emails or pushes.