A compliance is any qualification, certification, license, or test result that is required for a person to perform a role. Examples: Drivers License, Trade Certificate, or Police Clearance.
All compliances are associated with documents that certify that the person has that compliance. Many compliances expire after a period of time. If a compliance does expire for a person, their supervisor can be notified.
| Field | Comment |
| Name | The Document Type name. It is displayed in the pick-list when linking document types with Roles, and when adding a compliance document to a person’s profile. |
| Description | Description of the document type. |
| Associated with | Role compliance documents must be associated with People. |
| Compliance | Check this box to set the Document Type as a Compliance. Compliance Document Types appear in the pick list when adding Compliances to Roles |
| Does it expire? | Select the checkbox if the compliance document expires and must be renewed or updated. |
| Expiry default period | This is the default expiry period. |
| Override default period | If you select this option, when you add a document to the person profile, you will have the option of overriding the default expiry period by entering an expiry date. |
| Expiry reminder days |
This is the number of days prior to the expiry of the document that:
|
| Notify person | Check this box if you would like the person holding the compliance to be notified of the expiring or expired document by email. |
| Notify supervisor | Check this box if you would like the supervisor (Workgroup Editor and Administrators) to be notified of the expiring or expired document by email. |
How to add a compliance document
- Login as System Administrator
- Navigate to Settings > Document Settings > Document Types
- Select New
- Complete mandatory fields
- Select Create
