What are Compliance Rules?
Compliance Rules let you define pass/fail conditions for contacts, locations, equipment, and expirations to automatically determine whether each record is compliant. Once configured, the system generates a compliance report showing every record's compliance status. For example, an Employee contact may need Document Type X and Document Y in a current status to be marked 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.
To create a Compliance rule, click on 'Compliance Rules' under the Compliance tab on the top menu.
Click the New Compliance Rule button. You will be prompted to enter the following details:
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Name: the name of the compliance rule.
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Type: enter the type of records for which the compliance rule will apply.
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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 Edit Rule to configure your rule.
On the rule screen, configure the conditions that will be evaluated to determine whether each record is compliant.
- Click Save.
- Click View Compliance Rule to run the rule and generate the compliance report.
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.