🏠 Overview › 👥 User Roles ›📖 Receive Proactive Expiry Alerts for Critical Docum...

Receive Proactive Expiry Alerts for Critical Documents

The document expiry notification service runs as a scheduled background process that checks all document expiry dates daily. When a document is within 30 days of expiry, a first alert is triggered. A second alert fires at 7 days, and a final urgent alert fires on the expiry date itself. Notifications are delivered both as push notifications to the administrator's device and as persistent in-app alerts visible in the notifications screen and on the document management screen. The notification includes the document type, associated person, and a direct link to the document detail screen to initiate renewal.

HIGH story-power-of-attorney-documentation-organization-administrator-005 5 pts
5
Story Points
High
Priority
Power of Attorney & Documentation Digitization
Feature

User Story

As a Organization Administrator
I want to receive push notifications and in-app alerts when powers of attorney, consent forms, or medical documents are approaching or past their expiry date
So that So that I can proactively renew critical legal documents before they lapse and the organization's authorization to act on behalf of a beneficiary becomes invalid, avoiding service disruptions or compliance failures

Acceptance Criteria

  • Given a document has an expiry date 30 days away, when the daily expiry check runs, then the administrator receives a push notification and an in-app alert with the document name and expiry date
  • Given a document is 7 days from expiry and no renewal action has been taken, when the daily check runs, then an escalated alert is sent marking the situation as urgent
  • Given a document has passed its expiry date, when the daily check runs, then an urgent notification is sent and the document status is updated to 'expired' in the management screen
  • Given an alert is sent, when the administrator taps the notification, then they are navigated directly to the relevant document detail screen
  • Given the administrator has renewed or replaced an expiring document, when the new document is uploaded and associated, then the expiry alert for the old document is suppressed

Business Value

Lapsed powers of attorney mean the organization loses legal authority to act on behalf of a beneficiary — a compliance failure that can interrupt care delivery and expose the organization to liability. Automated expiry alerts replace the current manual calendar-tracking approach used by coordinators, eliminating the risk of documents quietly expiring unnoticed during busy periods. For Blindeforbundet, where peer mentors regularly act on behalf of beneficiaries with health conditions, this is directly tied to duty of care obligations.

Components

Power of Attorney & Documentation Digitization
Related Feature
Organization Administrator
User Role