Compliance Requirements

Article index

Overview

The Compliance Requirements is where you can specify what specific documents, certificates, licenses etc each role needs to supply to be compliant.

Open

1. The roles that you want to add compliance requirements against. Refer to this article to see how to add Roles.

2. The Class of the compliance.

3. Whether the compliance item is Required (mandatory to working onsite) or Optional.

4. The Type of compliance.

5. The All and Selected options allow you to filter your view of the types of compliance that have been selected for a specific role. In the image below the compliance has been filtered to show the items that have been selected for the Role of Supplier.
   
   Selected view
   The Type column has a header for each Class where there are compliance requirements defined for it. In the image below you can see the compliance view has been filtered to show the Selected compliance options for the role of Supplier.

   Open

   

   All View
   In the image below you can see all of the compliance requirements for the role of Supplier. The Type column displays all of the types available and a tick indicates whether the Type has been selected
   
   

   
   
   

6. Allows you to filter to a specific Role (See above).

Editing Compliance Requirements

1. Click on the Role.

2. Select a Class.

3. Against the documents, you require tick whether it is Required or Optional.