Adding Compliances to Service/Delivery Locations

• Accessing Client Compliances
• Adding a Compliance
• Step 1: Create Document Reasoning
• Step 2: Add Client Compliance 

Accessing Client Compliances

There are two ways to access Client Compliance

1. Clients - Search for Client - Select Compliance

   
   
2. Profiles - Clients - Clients Compliance

Adding a Compliance

Step 1: Create Document Reasoning

• Masters - Member Masters - Documents

  

• Create a new document Type labelled “Compliance” If you haven’t already.

  
  

• Now Add the Documents - Label what your Compliance will be called.

  

Now you are ready to add this compliance to a Service Location.

 

Step 2: Add Client Compliance

1.  Select your Service Location and then click Add Rule

2. Complete and fill in all mandatory sections* as well as additional ones
- Rule Title for Members in App (Max 100 Chars) *: Enter the Rule Title which will show in Member App
- Delivery Location: Please Select if you want it to apply to a specific DL, or leave blank if you want the rule to apply to all shifts
- Qualification: Please Select if you want it to apply to a specific qualification, or Leave Blank if you want rule to apply to all qualification
- Member Document Category *: Either Select Compliance or if you are doing a document check select that
- Member Document Name *: Either Select Compliance Rule or if you are doing a document check select that name
- Restrict Shift Assign / Acceptance to Staff / Member: Yes or No
- Acknowledgement Type: Read and Accept, Read and Send Information or Read and Sign - If you leave blank this will be classed as information only
For information on Levels please refer to Levels of Compliance
- Rule Message for Members (Max 500 Chars) *: Please enter the message you would like staff to read
- Upload File (Max 1 MB - .pdf, .txt, .jpg, .png, .doc) : Upload a rile if required
- Status : Active or Inactive

3. Click the Green Tick to Save.