Compliance Rules let you define pass/fail conditions for contacts, locations, equipment, and expirations to automatically determine whether each record is compliant.
As an example, you may have an Employee type Contact, and to indicate their compliance, it needs to have Document Type X and Document Y in an updated/current status.
Once configured, the system generates a compliance report showing all records and their compliance status. allow creating rules for contacts, locations, equipment, and expirations that determine if they are compliant or not.
To create a Compliance rule, click on 'Compliance Rules' under the Compliance tab on the top menu.
Then click on the green 'New Compliance Rule' button. You will then be prompted to enter the information details below of the new rule.
-
Name: the name of the compliance rule.
-
Type: enter the type of records for which the compliance rule will apply.
-
Include all records: tick to include all the records for the type. For example, if the type is contact, ticking this will include all contacts.
Click Save. On the compliance rule configuration screen, click on the Edit Rule button to configure your rule.
On the rule screen, configure the conditions that will be evaluated to determine whether each record is compliant.
Then click Save. After this, you can run the Compliance Rule by clicking on View Compliance Rule.
A compliance report is then generated, displaying each record's compliance status.
To export the report, click the Export button on the right-hand side of the page. You can save it as a PDF or Excel file.