Document expirations are a critical part of compliance in driver onboarding and post-hire processes. As your team grows and manages more drivers, tracking expiration dates manually can become time-consuming and prone to errors. Expiration Tracking helps streamline this process by giving your team full visibility into expiring, and renewed documents in one place.
With the Expiration Tracking page, you can:
View all document expirations across applicants
Identify upcoming expiration dates
Track days remaining until expiration
See upcoming and completed notifications
Open a detailed sidebar with document and applicant information
Review the full audit trail of actions taken
Monitor scheduled outreach related to expirations
How to Use the Expirations Page
⚠️ Enable Expiration Tracking in your company settings before using this feature. (Use this article here: How to Enable Expiration Tracking & Set-Up Automated Reminders in Double Nickel)
From the sidebar, click on Expirations
Customize your view:
Click on Filters
Select the filters you want
Add sub-filters if needed
Click on Date range
Select the date range you want to review
Review the dashboard based on your selected criteria. You will be able to see:
Applicant name
Label
Category
Expiration date
Days remaining
Next notification
Status
5. Review the expiration status indicators:
🔴 Red: Expired (past the expiration date)
🟡 Yellow: Expiring soon (within 60 days)
🟢 Green: Healthy (more than 60 days out)
How to View Expiration Details
Click on the applicant’s name to open the expiration details
In the sidebar, you can review:
Overview (status, applicant, category, expiration date, days remaining)
Documents related to that expiration
Scheduled actions (upcoming and completed notifications)
Audit Trail showing all actions taken. This acts as a record of all actions performed, including automated and manual actions.
Click on Edit to make the changes you need.
Then, Click Save.
View Expirations from the Main Dashboard
You can also view expiration tracking directly from the main dashboard, where expirations are surfaced based on priority.
🔴 Red: Expired (past the expiration date)
🟡 Yellow: Expiring soon (within 60 days)
🟢 Green: Healthy (more than 60 days out)
Some applicants will display an expiration tracking icon, indicating that notifications are scheduled for documents with expirations for that applicant.
Click on the arrow icon to be redirected directly to that specific document.
When multiple documents exist for the same category, the system automatically prioritizes the one that requires the most immediate attention, such as expired documents or those closest to expiring.
View Expirations from the Applicants Page
You can also access expiration details from the Applicants page.
From the sidebar, click on Applicants.
Locate the To Do column.
In the To Do column:
You will see the number of expirations assigned (e.g., “8 Expirations”)
Hover over it to preview the expiration details
Click on the expiration item and you will be redirected directly to that specific document.
Now you can manage document expirations, review upcoming deadlines, and track related actions from one centralized page!
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Have Questions or Need help?
Click the question mark in the top right corner of your Double Nickel dashboard to contact our team, or email [email protected] for assistance.