Compliance

Compliance Groups

You will be guided on how to create groups that you use for Compliance.

Groups will be created in Admin->Groups->Compliance.

Steps:

  1. Click on "Add group compliance"
  2. Enter:
    1. ID - this field is optional but will be used for integrations
    2. Group compliance - the name of the group, this field is mandatory
  3. The columns "Used in standards" and "Used in Certificates" will be calculated by the systems once the groups have been used somewhere
  4. You can set the Group to active or inactive - when you create it, it will by default be set to active
  5. Click on the save icon (or use the Ctrl+Enter shortcut)

Remember:

In order to create Compliance groups you need both the Company Admin and the Compliance Admin roles.

The groups you have created can be used on both Certificates and Standards.

If a group is in use it will not be possible to delete it.

In case you have a lot of groups you can with advantage use the filters in the grid to find the needed group.