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Dashboard

We made a dashboard that shows all the current documents in a table, sorted in order of expiry date (nearest expiry date first), with the documents that have already expired being flagged red and user being notified.

Tech Stack​

The dashboard is built using the following technologies:

  • Frontend Framework: React Tremor

  • Backend Framework: FastAPI (development), Flask/Quart (production)

  • Deployment: AWS Lambda

Example use​

The corresponding screenshots could not be provided since it involves company confidential data.

The retention schedule rules can be viewed as well by clicking on the Rules button.

Originally, a certain document had expiry date in 2027 because it belongs to a category with regular retention 6 years and country deviation inapplicable (creation date was in 2021).

Edit retention rule​

Edit directly​

Let's edit the retention rule for the category to 60 years. Just type the new rule in place of the old one.

Now, the expiry date has changed to 2081.

Upload new rule sheet​

Let's upload a new retention schedule excel sheet, which is the same as the original retention schedule and thus has original rules. Click on the Update rules button, choose the file from local machine and it is uploaded.

Now the expiry date has changed back to 2027.

Delete documents​

Delete expired documents​

Let's delete all the documents that have expired. Click on the Delete button, select all documents that you want to delete and click OK.

The selected documents have been deleted.

Restore deleted documents​

Let's restore the deleted documents. Click on the Restore button, select all deleted documents that you want to restore and click OK.

The selected documents have been restored.