📥
Backup to File — Click the purple button in the sidebar to save all your policies inside a new HTML file. Open that file anywhere — your data travels with it, no internet or login needed.
| Policy # | Type | Company | Outlet / Company | Description | Start | End | Status | Document | Notify | Access Rights |
|---|
Active
Expiring soon (≤60d)
Expired
| Date & Time | Action | Policy # | Details |
|---|
A snapshot is automatically saved each day when the tracker is opened. Click any date to retrieve and view that day's complete policy list.
Available snapshots — click a date to retrieve
Activity count by policy
💡
How it works: Add or edit policies from All Policies tab. All changes automatically update every outlet dashboard instantly.
Select an outlet above to view its dashboard.
🔔 Policies Requiring Notification
⚡ EmailJS Setup — Automatic Sending (Free)
Fill in your EmailJS credentials to enable automatic email sending. Sign up free at emailjs.com — takes 10 minutes.
⚠ EmailJS not configured — enter your credentials above.
🔍 What is Claimable? Filter by Policy Type
Select an incident type to see which of your active policies may cover it.
📋 Incident Report Form
✅ Evidence & Documentation Checklist
Check off items as you gather them. Download the checklist as a document.
Select a template, fill in the details, then download or copy your letter.
Manage up to 15 users per access role. Assign roles, departments and notification emails for each person.