Homeroom helps you track compliance documents for your activity providers — background checks, insurance certificates, certifications, and more.
Setting up compliance requirements
Go to Providers → Compliance Settings
Click Add Requirement (e.g., Background Check, CPR Certification, Liability Insurance)
Enter the name, instructions, and any forms providers need to complete
Set expiration tracking for time-sensitive documents (e.g., background checks expire every 2 years)
Tracking document status
Each provider's profile shows a compliance checklist with the following statuses:
Submitted & Valid — document is on file and not expired
Expiring Soon — document expires within 30 days
Expired — document needs renewal
Missing — not yet submitted
Automated reminders
Homeroom can automatically email providers when their documents are expiring. Configure this in Settings → Compliance Notifications.
💡 Tip: You can prevent providers from being assigned to programs if they have outstanding compliance items — contact support to enable this restriction.