How do I reopen an overdue requirement for a worker?

When a worker misses the due date for a requirement, the requirement is automatically marked as overdue, and the worker shows as non-compliant. This guide walks you through reopening overdue requirements, whether you're resolving a single requirement or several at once.

What You'll Need:

Administrator access to your Kinatico Compliance account

Step-by-Step Instructions

Step 1: Locate the Overdue Requirements

Select My Actions from the main navigation
Select the Workers tab
Select the Escalations tab
Select the Overdue button to filter the list
Find the overdue requirement or requirements you want to reopen

To reopen a single requirement:

Select the three dots on the overdue requirement
Select Resolve from the dropdown menu

To reopen multiple requirements at once:

Select the checkbox next to each requirement you want to reopen.
Select Resolve (with comment) in the selection bar that appears

Step 2: Reopen the Requirement

In the Resolve popup, click the Select dropdown under Resolve, then select Remind
In the comment field enter a clear reason for reopening the requirement
Select Submit to process the action
Select Confirm when prompted to verify you want to reopen the requirement

💡 Pro Tip: Under Notifications in the main navigation you'll get notified if a requirement becomes Overdue. From the notification you can select Review Now and then Resolve (with comment) to jump straight to Step 2.

💡 Pro Tip: If you have several overdue requirements to reopen with the same reason, bulk select all of them using the checkbox next to Requirement name and resolve them together in a single action, rather than repeating Step 1 and Step 2 for each one individually.

What Happens After Reopening?

For the Worker:

The requirement becomes accessible again for completion
They receive a notification that the requirement has been reopened
No new due date is set, allowing flexible completion

For Administrators:

The worker remains marked as non-compliant until a response has been submitted
The requirement status updates to reflect the Reminded state

Common Questions

Q: Will reopening a requirement change the worker's compliance status immediately? A: No, the worker will remain marked as non-compliant until they successfully complete and submit the reopened requirement.

Q: Can I set a new due date when reopening a requirement? A: The reopen process doesn't set a new due date. The requirement will remain open until completed or manually closed by an administrator.

Q: Can I reopen more than one requirement at once? A: Yes. Select the checkboxes next to each Requirement you want to reopen, then select Resolve (with comment) to action them together, rather than resolving each one individually.

Need Additional Help?

Still have questions? Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com