Compliance & Certifications
Track certifications, inspection records, and regulatory requirements for your buildings and assets. The compliance module helps you stay on top of mandatory checks, renewals, and audit trails.
Compliance Types
Facilities managers can define compliance types, categories like Fire Risk Assessment, PAT Testing, Asbestos Survey, Legionella Check, or LOLER Inspection. Each type can be linked to specific assets or buildings.
Adding a Compliance Record
- Go to Compliance in the sidebar and click Create Record.
- Select the Compliance Type and the Asset or Building it applies to.
- Set the Issue Date, Expiry Date, and any Reference Number (e.g. certificate ID).
- Upload the certificate or report as a supporting document.
- Click Create. The record will appear in the compliance list.
Expiry Tracking
Records nearing their expiry date are highlighted on the dashboard and compliance list. This helps you schedule renewals before certification lapses.
Audit Trail
Every compliance record includes creation and update timestamps. Documents attached to a record are versioned, providing a clear audit trail for inspectors and regulators.
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