Provider: Compliance

Uploading & Managing Compliance Documentation in Homeroom

Easily upload and complete compliance documentation for all your schools directly in Homeroom!

Accessing School Compliance Requirements

In your Homeroom account, navigate to the Schools tab. Here, you'll find a list of all schools you're associated with, along with an overview of any compliance requirements that need your attention.

Uploading Documentation

To manage compliance for a specific school:

1. Click on the school name.
2. You'll see two tabs: Provider Compliance and Instructor Compliance.

Within each tab, you can:

• Download any provided forms or templates
• Upload, view, or delete completed documents
• Set an expiration date for each document
• Mark requirements as complete, incomplete, or not applicable

Important Notes

• Only instructors assigned to upcoming or active classes at a school will display a red warning symbol next to their name if compliance is incomplete.

• Once all requirements are met for a school, the red warning icon will disappear.

  You'll receive email notifications when:

  • A document is set to expire within the next 30 days
  • A document has recently expired

To stop reminder emails, be sure to update the expiration date whenever you upload a new document.