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Compliance Tasks Overview

When maintaining Buildings and Assets it is sometimes a requirement to prove that certain Regulations and Compliance Types have been met, to prove that Government or Industry specific standards are being adhered to. Regulations, Compliance Tasks, Compulsory Documents and Locked Tasks have been designed to aid this process and ensure that such Tasks are easily recognisable.

Settings > Tasks

Icon Feature Description
Regulations As part of Compliance monitoring, creating a list of Regulations will enable clear definition of the Regulations that a Task is adhering to.
Compliance Types Creating a list of Compliance Types will enable clear definition of the required Regulatory Compliances that a task is adhering to.
Instruction Sets Compulsory Documents can be added to instruction sets to force a User to upload a document before Completing or Signing Off.

Settings > Document Setup

Icon Feature Description
Document Classes Documentation is often required to prove that works have been completed. Document Classes can be used to force a User to upload a document before Completing or Signing off a Task.
Document Sub-Classes Documentation is often required to prove that works have been completed. Document Sub Classes can be used to force a User to upload a document before Completing or Signing off a Task.

Enhanced Feature

Icon Features Description
Task Lock Status

To avoid Users being able to change certain details against a Task, a Sub State of Locked can be applied. This will disable certain fields form being editable.

Task Management > PPMs

Icon Feature Description
Shiftable PPMs and Shiftable Family PPMs Shiftable Family PPMs allow groups of Shiftable PPMs within the same family to be moved.

Task Management > PPM Planner

Icon Feature Description
PPM Planner Addjust Task Locks for Dormant PPMs, and view Compliance related PPMs.