Who can use it: care-home managers and administrators.
Where to find it
Open the Compliance menu inside a care home.
How to
- Choose Add document and pick the document type (for example an electrical safety report or a fire-safety record).
- Upload the file and set the expiry date. If you leave it blank, Trine suggests one from the document type's usual renewal period — you can change or clear it.
- Use Replace to upload a newer version; previous versions are kept in the document's history.
- The status of each document is driven by its own expiry date: current, due soon, or a gap where nothing is on file.
Good to know
- The Compliance menu is for documents such as building, health-and-safety and governance records. Recurring quality audits live in the Audit tool, and day-to-day logs live in Routine checks.
- Documents are never deleted — superseded files stay readable in history.
Related: Evidence · Audits and Compliance