Understand Your Compliance Overview
The Compliance Overview is your at-a-glance read on where the workforce stands — how many people are compliant, at risk, or non-compliant across every credential Oho is watching. It's the page to open right after a check completes, and the place that tells you who needs chasing and what to do about it.
A clear picture of your compliance position, and — for anyone flagged — a next step you can act on straight away.
Step 1: Open the Compliance Overview
In the left menu under Continuous, click Compliance Overview.
Step 2: Read the compliance snapshot
The top of the page is a donut chart and three metric cards that give you an instant read of your compliance health:
- Compliant — everyone whose credentials are all current
- At Risk — workers with a credential expiring soon
- Non-Compliant — workers with an expired or failed credential
Use the Organisation filter above the chart to narrow the picture to a single team, site, or region, instead of one workforce-wide number.
Step 3: Work the Requires Attention list
Below the snapshot, the Requires Attention table lists the workers who have expired or expiring credentials — the people to act on. From here you can:
- Drill into a worker to see exactly which credentials need action, or
- Use the bulk send button to request updates from several workers at once.
Step 4: Read what a result means
Open a worker, then a credential, to see its outcome. Every verifiable credential and check resolves to one of a few outcomes, shown with a colour so it's easy to scan:
| Outcome | Colour | What it means |
|---|---|---|
| May Engage | Green | Confirmed and current — the person is cleared for the work. |
| May Not Engage | Red | Not valid — for example expired, suspended, cancelled, or no matching record found. |
| Review Required | Yellow | Valid, but carries conditions worth a person reviewing before you rely on it. |
| In Progress | Grey | Still being checked — some registers take a little longer to respond. |
| Error | Grey | The register couldn't be reached; Oho will try again automatically. |
May Not Engage and Review Required are the two that need you. The rest either resolve on their own (In Progress, Error) or need nothing (May Engage).
Step 5: Decide what to do next
For a worker flagged May Not Engage or Review Required, you have a few next steps depending on why it flagged:
- The credential lapsed or is missing — send a fetch request so the worker supplies the current details, or record the renewal on their profile.
- The worker is genuinely excused from holding it — record an exemption; a valid exemption satisfies the requirement.
- You want a fresh answer now — verify the credential again from its page instead of waiting for the scheduled check.
Some results — ban-register matches, police-check decisions, attachment reviews — need an explicit Confirm or Dismiss. Those land in the shared Review & Decide queue (top of the left menu), where every admin sees every open task and each resolution is written to the audit trail.
Use Download Report to export the current snapshot as a PDF or CSV — handy for handing a compliance summary to the managers responsible for each area. The report reflects whichever Organisation filter you have selected.
What's next
- Set up notifications so Oho tells you the moment something needs attention — instead of checking this page manually
- Record an exemption for a worker who's formally excused from a requirement