1.Click on Compliance -> Manage Configuration -> Compliance Types on the left - hand side of the
screen.
2.All of the compliance types will be shown on the page.
Create a new Compliance Type
1.Click on Compliance -> Manage Configuration -> Compliance Types on the left - hand side of the
screen.
2.All of the compliance types will be shown on the page.
3.Click on "New Compliance Type" button, the new type fields will be shown.
Main Tab
1.Input all mandatory information on the main tab like; Name, External Ref, Compliance Object, Role
Name. If an effective date is input with a current or future effective date the closure reason tab will become mandatory to save the record.
2.Once a compliance object is chosen two additional things will happen in the form
1 ~ An Additional Checks tab will appear next to the compliance object tab and will display
checkboxes for potential information for the compliance object type.
2 ~ A Block called Related Objects will have 4 tabs that automatically get added relating to other
compliance objects. These can be configured as mandatory and can be removed.
Places Tab
1.To add a place click on the Add Place Role button.
2.A block with fields called, Place Class, Place Type, Compliance Place Role, Mandatory (check box)
and Actions (bin icon) will be displayed.
3.Place Class drop down is mandatory and must be chosen to save the record, the other fields are
optional and can be chosen if a specific place record is to be configured to the type.
Checklist Tab
1.In this tab two buttons will be displayed, one called Add Checklist and another called Add From Compliance Types.
2.When clicking on the Add Checklist button new fields will appear called, Workflow, Description (mandatory), mandatory check box and action.
3.To save the record the description will have to be completed as this field is mandatory.
4.When clicking on the Add From Compliance Types button a popup will appear with existing checklists that are currently on other compliance objects.
5. Click on one or more of the select check boxes and click add, a warning message will appear confirming the checklist to be added.
6.Clicking Yes on the warning message will add the checklist from the other compliance type.
Vehicles Tab
1.In this tab an Add Vehicle role button will be displayed.
2.When clicking on the button the following fields will appear; Role, Category, Type, Order, Mandatory check box, actions.
3. To save the record with a vehicle role, the role will need to be chosen from the drop down. The other fields are optional to configure after the role.
Documents Tab
1.In this tab a field called Document Categories and Templates will be displayed.
2.When clicking Add Category in the Document Categories tab the following fields will appear;
Category, Mandatory, Publishable and Actions.
3.To save the record with a document category, choose an option from the drop down as that field is
mandatory. The other fields are optional and can be skipped or configured as needed.
4.When clicking Add Template in the Templates tab the following fields will appear; Category,
Mandatory, Publishable and Actions.
5.To save the record with a template, choose an option from the drop down as that field is
mandatory. The other fields are optional and can be skipped or configured as needed.
Dynamic Fields Tab
Licence Restrictions Tab