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Once compliance items are configured in Maintenance, they appear on individual client profiles for day-to-day management. This article covers how to view and update compliance on a client’s profile.

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Viewing compliance items

Open the client profile and navigate to the Compliance tab. All compliance items assigned to the client are listed here, linked by the client’s funding type. Compliance tab on client profile

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Editing a compliance item

Click the Edit button on any compliance item to update its details, including dates, status, and any attached documentation. Edit button on compliance item Compliance item edit form Update the relevant fields and save your changes.

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Compliance status indicators

Compliance items show their current status based on expiry and warning dates:
  • Items approaching expiry display a warning based on the configured warning days
  • Overdue mandatory items flag the client as non-compliant
  • Completed items show a green status
Use the client list column chooser to add compliance columns for a quick overview of compliance status across all clients.

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Running into issues?

See Client management troubleshooting for common errors and fixes.

Compliance configuration

Set up compliance items and link to funding types

Required compliance items

Configure compliance items and templates

Creating a client profile

Set up a new client profile