Compliance Documents

Overview

The Config > Compliances tab allows you to manage the compliance documentation that is available in your portal.

Compliance documents can be added to compliance profiles, which are then assigned to Customers, workplaces or users so that employees can review any necessary compliance information.

You can create compliance documents in Config > Compliances > Documents. Once a document has been created or uploaded, it will be added to the list of documents which can be assigned to a profile.

Add a Compliance Document

To add a compliance document:

1. Go to Config > Compliances > Documents.

2. Click the ‘+’ icon in the footer bar of the Compliance Documents table.

3. In the Add Record popup window, enter a name, notes and Published Date for the document. The Published Date is the date that the document is ‘published’ or visible to users. This date can be forward or backdated, however the document will only appear to a user if the date has passed.

4. Click Submit.

The compliance document will now be listed in the Compliance Documents table. You can enter free text for the document by selecting ‘Edit’ or upload an existing document by choosing ‘Upload’ and following the prompts.

To add free text to a document:

1. Click the ‘+’ icon to the left of the document name.

2. Click Edit.

3. Enter the document body text in the field that appears.

4. Click Save.

Once the text is saved, you can view a preview of the document on-screen.

To upload an existing document:

1. Click the ‘+’ icon to the left of the document name.

2. Click Upload > Choose File > select the file > Open. The file you choose to upload cannot exceed 500MB and must be formatted as .pdf, .mp4, .gif, or .jpg.

3. Click Upload.

Once the file is uploaded, a hyperlink to a preview of the document will show on-screen.

Edit a Compliance Document

You can edit the name, notes and Published Date for an existing document by clicking the pencil icon in the relevant row. This will activate each of the fields. Click the disk icon to save any changes that you make.

Delete a Compliance Document

To delete a compliance document, click the bin icon next to the document name and confirm this action by clicking ‘Delete’.

Please note that a document cannot be deleted if it has been accepted by one or more users.