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Taking Action from Mandatories

The Mandatories page helps leaders move from awareness to action once due or overdue compliance items are identified. In a single Laudio view, leaders can see what needs follow up, communicate directly with team members, and review detailed compliance information to support timely action.

Key Benefits: 

  • Quickly contact team members with outstanding compliance items.

  • Understand exactly which items need attention.

  • Reduce back and forth by sharing clear, consolidated information.

Ways to Take Action

  1. Identify Team Members Needing Follow Up - Review the compliance summary widgets and the team member table to locate individuals with due or overdue items.

  2. Expand a Team Member’s Details - Click a team member to open the expanded compliance view. This view shows all related items, including completed and in progress requirements, providing full context before reaching out.
    Screenshot 2026-01-27 at 7.28.43 PM

    1. Send an Email - Click Send Message from the Mandatories page to email a team member directly. In the email message, Laudio will compile all due and overdue items for the selected team member. The message is pre-crafted and editable, making outreach both fast and consistent.

    2. Review Compliance in the Team Member Profile - Additional compliance details are available in the team member profile under Professional Details.

    FAQs

    Q: Where does the compliance data come from?
    A: Data is synced from external systems such as HR systems, LMS platforms, and employee health systems.

    Q: Can messages be customized before sending?
    A: The message is pre-crafted for convenience, but can always be reviewed and edited as needed before sending.