Adding Compliances to Service/Delivery Loactions

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

1. Masters - Member Masters - Documents
   

   

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

   

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

4. 

   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 thatName
   - 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