Click image for All Safety Pages
Portal Administration Home
The Compliance Requirements screen allows you to define a template of items that need to be validated to ensure that an entity complies with any relevant rules and regulations associated with the particular role e.g A bricklayer.
The Administration menu is only available if you are logged in as a System Administrator.
Roles are defined in the My Perspective application. You need to be an administrator. To do this follow these steps
| 1 |  | Log in and select the Company Perspective |
| 2 |  | A new drop down menu, Administration, will be available. Select Contact Roles. |
| 3 |  | Click on Add Contact Role. |
| 4 |
| Enter the Role Name and select the Valid Contact Types then click Save. |
When the role has been added you can add the relevant contacts to it
To specify the requirements for a role click on it and press the Edit button.
- Click on the Role you want to update
- Click on the Class.
- Click in the relevant boxes to indicate whether the Type is Required or Optional.
- Click on Save All.
When you have finished you can filter the list to see only the relevant items by click on the Selected option.
