We've introduced Form & Document Expiry Management to help schools automate compliance tracking, simplify renewals, and ensure student and staff records remain up to date.

With configurable expiry rules, automated reminders, and renewal workflows, you can stay on top of expiring forms and documents without the need for manual tracking.

You can now define expiry policies for:

Choose how each record should be managed:

This gives you the flexibility to manage different compliance requirements across your organization.

You can set up expiry date for Form while publishing the form. Select from the 3 options available in the field " When does a submission expire?"

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illumine now automatically tracks the validity of your forms and documents.

Easily identify records that are:

This helps you stay ahead of renewals for important records such as medical forms, identification documents, certifications, and other compliance-related documents.

When a form or document is approaching its expiry date, illumine can automatically initiate the renewal process.

The system can:

This reduces administrative effort while improving response rates.

Set up renewals if the form expires on a fixed date as shown below.

OR

Set up renewals if the form expires a few weeks/ months after submission as shown below.

You will also be able to see an option to Set expiry date on any document in Student or Staff profile.

Step 1

Step 2

Documents uploaded through a form now automatically inherit the same expiry settings as the parent form.

This keeps related records synchronized and eliminates the need to configure expiry rules separately for supporting documents.

For organizations managing multiple centres, expiry policies can now be applied consistently across shared forms.

This helps standardize compliance processes while reducing administrative overhead across locations.

Monitor compliance at a glance with visibility into:

Automated reminders ensure the right people are notified before records expire, helping schools stay prepared for audits and licensing requirements.

With Form & Document Expiry Management, your team can:

These enhancements help simplify compliance management while ensuring critical student and staff documentation remains current and complete.