DOCUMENT COMPLIANCE TRACKER

Stay a step ahead of compliance deadlines with document compliance tracking

Save hours each week by switching to our document compliance tracker. Orta automates tracking, alerts, and updates so you can stay inspection-ready every day.

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Manual tracking isn’t enough to stay inspection-ready

Manual document tracking is time-consuming, error-prone, and puts your organisation at risk.

  • Manual tracking puts you at risk

    Chasing down documents, checking expiry dates, and managing compliance manually creates gaps in coverage, leaving you vulnerable to fines and non-compliance.

  • Deadlines sneak up fast

    Missing a key certification or ID check deadline could result in penalties or, worse, disrupt your care service or operations. Traditional systems don’t give you the foresight you need to act in time.

  • Failure to spot missing documents

    Without automation, it’s easy to overlook gaps in employee documentation, from DBS checks to training certifications, leaving you exposed to risk during inspections.

Before Orta vs With

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The Old Way

  • Tracking document expiry dates in spreadsheets
  • Manually checking for missing documents or certifications
  • Juggling multiple systems for compliance checks
  • Scrambling to pull together documents for inspections
  • Relying on reactive tracking that leads to fines

with

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  • Automated alerts for document expiry with 30, 60, and 90-day notice
  • Orta identifies gaps and notifies you in advance to take action
  • Integrated compliance checks (IDTV, DBS) keep your team ready for audits
  • Easy access to all compliance-related documents at your fingertips
  • Proactive tracking that keeps you ahead of every deadline
  • Tracking document expiry dates in spreadsheets
  • Manually checking for missing documents or certifications
  • Juggling multiple systems for compliance checks
  • Scrambling to pull together documents for inspections
  • Relying on reactive tracking that leads to fines
  • Automated alerts for document expiry with 30, 60, and 90-day notice
  • Orta identifies gaps and notifies you in advance to take action
  • Integrated compliance checks (IDTV, DBS) keep your team ready for audits
  • Easy access to all compliance-related documents at your fingertips
  • Proactive tracking that keeps you ahead of every deadline

From expiry tracking to inspection prep, handle it all in one place

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Automated expiry tracking & notifications

Orta automatically tracks document expiry dates and provides you with timely alerts at 30, 60, and 90 days in advance so you can take action before it’s too late.

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Spot missing documents instantly

Our system helps you quickly identify missing documents or compliance gaps, ensuring that you have a full, compliant workforce at all times—no more last-minute scrambling.

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Proactive compliance management

Orta helps you avoid issues during inspections by proactively alerting you to any gaps in compliance and giving you a clear, up-to-date view of your workforce’s documentation.

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Integrated compliance checks

Orta seamlessly integrates with IDTV and DBS online updates, streamlining the compliance process and ensuring that every team member is up to date with their checks and certifications.

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Stay ready for inspections

With Orta, you always have easy access to all your workforce’s compliance documents, making audits and inspections faster and stress-free.

Hear from providers that are
already saving hours daily

The onboarding and compliance platform is incredibly user-friendly, making tasks like processing DBS checks, collecting signed contracts, and gathering documentation quick and straightforward. The Orta Onboarding support team is always responsive and goes above and beyond to assist us.

Homelium

Orta Onboarding has been nothing short of incredible. When times get busy it's feels like a breeze. It's saved us so much time. The team are always ready to step in and assist us with any questions that we may have which makes us feel like we're in safe hands at all times.

Brookdale House

We're super excited to be an Orta Onboarding client. Having a platform that is so straight forward is perfect. The interface is easy to navigate and the support team are super punctual with their responses. Over the Christmas period Orta Onboarding helped us fly through compliance with ease.

Swift Healthcare

Why organisations choose Orta

  • Full Compliance Tracking: Automated monitoring of all compliance documents and deadlines.
  • Proactive Alerts: Receive notifications 30, 60, and 90 days before expiry.
  • Integrated Checks: Automatic updates for DBS and IDTV, keeping you inspection-ready.
  • Eliminate Coverage Gaps: Prevent issues from expired certifications.
  • Save Time & Reduce Risk: Streamline processes and avoid manual errors.

FAQs

How does Orta track compliance documents?

Orta automatically tracks the expiration dates of key documents like DBS checks, training certifications, and ID verifications. You’ll receive timely reminders at 30, 60, and 90-day intervals to keep you ahead of any deadlines.

Can Orta integrate with our existing compliance systems?

Yes, Orta seamlessly integrates with your existing compliance systems, including IDTV and DBS checks, to keep everything in one place.

What happens if a document expires?

Orta will notify you well in advance, and you’ll be able to take action immediately, either by renewing the document or ensuring the appropriate follow-up measures are taken to stay compliant.

Can I track documents for multiple team members across sites?

Yes, Orta provides a centralized system where you can track compliance documents for all employees across all locations and departments, ensuring consistency and visibility.

What happens during an inspection?

Orta keeps all relevant compliance documents organized and accessible, so when you’re audited or inspected, you have everything you need to hand over quickly and efficiently.