ComplianceExpiration Tracker

Clock Primitive -- Expiration Tracker

How to track expiration dates for licenses, certificates, and safety equipment with advance notice warnings.

Overview

The Clock primitive is used for compliance tasks that involve tracking expiration dates. It provides two modes: entering a new expiration date or quickly confirming that the current item has not expired. The system calculates advance notice warnings to help you plan replacements and renewals ahead of time.

How It Works

When you open a task that uses the Clock primitive, the completion form displays two mode buttons at the top:

Enter Date Mode

Click Enter Date to switch to date entry mode (this is the default). The form shows:

  • Expiration Date -- A date picker field where you enter or update the expiration date

After entering a date, the system evaluates it and may show one of two warnings:

Expiring Soon Warning (amber)

Expiring in 14 days -- plan replacement

This appears when the expiration date is within the configured advance notice period (default: 30 days). The exact number of days is displayed.

Expired Warning (red)

Expired 5 days ago

This appears when the entered date is in the past, indicating the item has already expired.

Quick Confirm Mode

Click Quick Confirm to switch to confirmation mode. The form shows:

  • A checkbox labeled Confirmed Not Expired

Check the box to confirm that you have visually verified the item has not expired. This is useful for routine checks where the expiration date has not changed.

Advance Notice Configuration

Each Clock task has an advance_notice_days setting that determines how far in advance the "expiring soon" warning appears. The default is 30 days. This value is configured per task based on the compliance requirement.

Submission

The footer button reads Save. The task can be submitted when:

  • In Enter Date mode: an expiration date has been entered
  • In Quick Confirm mode: the "Confirmed Not Expired" checkbox is checked

After submission, the task status is set to Completed. The expiration date or quick confirm status is recorded as evidence.

Evidence Fields

In addition to the expiration tracking, the task may accept supporting evidence:

  • Notes -- Additional context about the item's condition
  • Photo -- A photo of the expiration label, sticker, or tag
  • Documents -- Renewal certificates or replacement receipts

See Uploading Evidence for details on evidence requirements.

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