DOCUMENTS

Document vault health

What the document vault health score measures, which categories matter most, and how to improve it.

Who this is for
Secretary / Admin
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Before you start

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    You have Manager or Admin role in StrataBuddy.

1

Understand the health score

The vault health score (0–100) reflects how complete your document collection is across five categories: Insurance, Compliance, Financial, Meeting Records, and Building Plans. Each category is weighted by regulatory importance.

2

Identify missing documents

Open Documents → Library and check the health panel. Documents flagged as Missing or Expired are listed with an explanation of why they matter. Critical items (e.g. current insurance certificate) reduce the score significantly.

3

Upload missing documents

Click Upload next to any missing item and select the document type. StrataOwn categorises and indexes it automatically. The health score updates immediately after upload.

Frequently Asked Questions

What is a perfect score?expand_more

100 means every document in every critical category is present and not expired. A score above 80 is generally considered well-managed; below 60 indicates significant gaps that could create compliance risk.

How often does the score update?expand_more

The score updates in real time as documents are uploaded or expire. StrataOwn also checks expiry dates daily and will reduce the score automatically when a document passes its expiry date.

update
Last reviewed 1 Jul 2025
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Article owner Janet Crawford