Compliance Calendar

🔒 Pro feature — requires the Pro plugin.

See upcoming compliance deadlines by month or week: an organisation-wide calendar for administrators, and a personal calendar for each staff member on the portal.

What it is and who it’s for

The expiry alerts in Automated email notifications tell people about one deadline at a time. A calendar shows how deadlines bunch up. For example, it shows when ten First Aid certificates expire in the same fortnight or a plan deadline falls in the same week as an audit.

• The admin compliance calendar is for compliance managers and administrators. It shows everyone’s document expiries, open annual plans, scheduled report runs and, for RTOs, compliance milestones and validation panels.
• The personal calendar is for staff members. It shows only their own document expiries and plan due dates, on a page in the staff portal.

Neither calendar is available in the free plugin.

Admin compliance calendar

Where to find it

Attestation Core → Calendar. The page heading is Compliance Calendar and the menu item sits just after Reports. You need the plugin’s view reports permission, which administrators have by default. Department Coordinators don’t have it, so they don’t see the calendar.

If the Pro licence is inactive (after the 7-day grace period), the Calendar menu is hidden.

Views and navigation

The filter bar at the top has these controls:

Control	What it does	Default
View	Month shows a Monday-to-Sunday grid for the whole month. Week shows a list (Date, Event, Type, Status) for the Monday-to-Sunday week.	Month
Anchor date	Any date inside the month or week you want to see	Today
Trainer	Show one person’s document expiries and plans, or All trainers. The list includes every compliance profile.	All trainers
Document type	Show expiries for one document type, or All document types	All document types

Click Apply to update the view, or Reset to go back to this month with no filters. Previous and Next move back or forward one month (in Month view) or one week (in Week view).

Above the calendar, a summary line counts Document expiry, Annual plan due and Scheduled report run events in the period you are viewing.

In Month view, each event is a link in its day’s cell, and today’s date is highlighted. Days from the neighbouring months that fill out the first and last weeks are marked “Outside current month” and show no events. Move to that month to see them.

Which dates appear

Event	Label example	Which records	Link opens	Affected by filters?
Document expiry	First Aid Certificate expiry — Jane Smith	Every uploaded document that has an expiry date inside the period	Documents	Trainer and Document type
Annual plan due	Annual plan due (2026) — Jane Smith	Annual plans with a due date in the period that are still draft or returned (submitted and approved plans drop off)	Plans	Trainer only
Scheduled report run	Scheduled report run — document-status (monthly) (the report and frequency appear in their short internal form)	The next run of each active schedule under Settings → Scheduled Reports (Pro)	Scheduled Reports tab	No
RTO compliance milestone	The milestone’s title	Milestones due in the period (RTO industry preset)	The milestone’s edit screen	No
Validation panel	The panel’s title	Panels scheduled in the period (RTO industry preset)	The panel’s edit screen	No

The Status column in Week view shows the record’s own status (for example a plan’s draft or returned, or a schedule’s active). In Week view, milestones and validation panels appear with the type Event.

Days are calculated using UTC (Coordinated Universal Time). Near midnight in Australian time zones, “today” may be highlighted one day off.

Using it

1. Open Attestation Core → Calendar at the start of each month.
2. Look for days with several Document expiry entries and send reminders early.
3. Switch to Week view to work through the coming week as a checklist, clicking each entry to open the record.
4. Filter by Document type (for example Working With Children Check) before a regulator visit to see every upcoming expiry for that document.

The calendar is read-only. It never changes records, and it doesn’t send emails or create scheduled tasks. There’s no export or iCal subscription. To share dates, use Reports or Scheduled Reports.

Personal calendar for staff

The shortcode

Add this shortcode to a WordPress page:

[attestation_core_my_calendar]

The shortcode has no options. The easiest way to create the page is Attestation Core → Settings → Portal pages: with Pro active, the list includes My Compliance Calendar. You can pick an existing page there, or use Auto-create missing portal pages, which publishes a page titled My Compliance Calendar containing the shortcode. Once the page is assigned, a My Compliance Calendar tile with a View calendar button appears on the staff Compliance Portal dashboard.

What staff see

A section headed My Compliance Calendar, with the line “Track your document expiries and annual-plan due dates in one place.”, and:

• View (Month or Week), Anchor date and Document type filters, plus Apply, Reset, Previous and Next
• their own document expiries, labelled like Working With Children Check expiry, linking to their My Documents page
• their own annual plan due dates, labelled like Annual plan due (2026), linking to the Annual Plan page (all of their plans with a due date in the period, whatever the status)

Links only work when the matching portal page is assigned under Settings → Portal pages. Staff never see anyone else’s dates.

Who can view it

Visitor	Result
Not signed in	“Sign in required — You need to sign in to view your compliance portal.” with a Sign in button
Signed in, no active compliance profile	“No compliance profile on file” with a note to contact the compliance administrator
Signed-in staff member with a profile	Their personal calendar
Pro licence inactive	Staff and visitors see nothing. Administrators see an “Attestation Core Pro — licence inactive” notice with a Manage licence button.
Free plugin only (Pro not installed)	The shortcode isn’t recognised, so WordPress shows the shortcode text as typed

If custom branding is set, the page uses your logo and brand colour (see Custom branding).

Data

Both calendars are views of existing records. They store nothing new and send nothing outside your site. Uninstalling Pro removes the calendar views but leaves the underlying documents and plans in place.

Troubleshooting

Problem	Fix
A document doesn’t appear	It has no expiry date recorded, or its expiry date falls outside the month or week you are viewing. Check the Document type and Trainer filters, or click Reset.
An annual plan doesn’t appear on the admin calendar	Only draft and returned plans are shown. Submitted and approved plans are no longer outstanding.
The Calendar menu is missing	You need the view reports permission and an active Pro licence.
A staff member’s calendar links go nowhere	Assign the My Documents and Annual Plan pages under Settings → Portal pages.

Worked example

Riverbend Community Health has 60 clinicians. At the start of June, the quality manager opens Calendar and sees eleven National Police Check expiry entries between 10 and 20 July, plus Scheduled report run — document-status (monthly) on 1 July. She filters Document type to the police check, switches to Week view for each of those weeks, and opens each person’s record to send a personal reminder. Meanwhile, a clinician opens My Compliance Calendar from the portal dashboard, sees National Police Check expiry on 14 July, and follows the link to My Documents to upload her renewed check.

Related: Frontend staff portal · Shortcode reference · Compliance reporting