> ## Documentation Index
> Fetch the complete documentation index at: https://help.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing client compliance

> View, edit, and track compliance items on individual client profiles in Visualcare

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.

## 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.

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/managing-client-compliance/image-1761890140157-2.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=dbdbf60a75127e5cf45a8265a76dc574" alt="Compliance tab on client profile" width="1869" height="420" data-path="images/client-management/managing-client-compliance/image-1761890140157-2.png" />

## Editing a compliance item

Click the **Edit** button on any compliance item to update its details, including dates, status, and any attached documentation.

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/managing-client-compliance/image-1761890140157-3.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=fca02e0f0267dd8d4b5344ea26303fcc" alt="Edit button on compliance item" width="400" height="479" data-path="images/client-management/managing-client-compliance/image-1761890140157-3.png" />

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/managing-client-compliance/image-1761890140157-4.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=d019d9c423e3a4310d94aba78c4232e1" alt="Compliance item edit form" width="400" height="171" data-path="images/client-management/managing-client-compliance/image-1761890140157-4.png" />

Update the relevant fields and save your changes.

## 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

<Tip>Use the client list column chooser to add compliance columns for a quick overview of compliance status across all clients.</Tip>

## Running into issues?

See [Client management troubleshooting](/troubleshooting/general) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Compliance configuration" icon="shield-check" href="/client-management/compliance-configuration">
    Set up compliance items and link to funding types
  </Card>

  <Card title="Required compliance items" icon="shield-check" href="/client-management/required-compliance-items">
    Configure compliance items and templates
  </Card>

  <Card title="Creating a client profile" icon="user-plus" href="/client-management/creating-a-client-profile">
    Set up a new client profile
  </Card>
</CardGroup>