Page Comparison

Project Specific Compliance Management (PSCM)

If you want a detailed understanding of the changes that have been made see the links below.

1. A new PCSM preference which is set in the Platform web application.
2. The ability to set specific compliance requirements for projects.
3. The ability to add compliance items to a project.
4. Updating project specific compliance items.
5. Compliance validation for project specific compliance items.

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preference preference

New PSCM preference

There is a new preference available on the Platform which allows you to define whether project specific compliance items will be created automatically when PO's are loaded via integration. This allows the setting of  compliance at a project level.

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Defining compliance requirements for projects

The Administration / Compliance Requirements screen now has an option to specify by role what is required at a project level.

In the example below you can see that Project has been selected and the role of Platform Vendor/Subcontractor chosen.

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Adding Project Specific Compliance Items

In the Resources / Projects screen there is a new Project Compliance accordion. You can manually add project specific compliance items here.

When you click on the Add Project Compliance button the Add Project Compliance screen is displayed;

You can specify a person or an organisation who the compliance item will be raised against. When Add is selected the item will be added to the accordion;

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Updating Project Compliance

1. Log in and change to the correct perspective. In this example the compliance item has been raised against the organisation.
2. Open the My Safety / Compliance screen.
3. Select Project.
4. Click on the item and the item and the Add Project Compliance screen will open.

1. Enter a document number. If this is the first time it has been submitted enter 1.
2. Browse and select the document. You can also drag and drop the document into the attachments dialog.
3. Click on the Add button at the bottom of the screen.

The compliance item will then be displayed as green indicating that you have fulfilled your requirements.

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Compliance Validation

To see and verify project specific items;

1. Open Activities / Compliance Vallidation.
2. Select Project.
3. Click on the Compliance item.

1. You can view the document by clicking on the link.
2. When you have reviewed the document you can either Approve or Reject it.

If the item is rejected the contact will have to resubmit it.

You will need to be in the Company Perspective to view staff in this screen