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Compliance Rules

Compliance rules define the requirements your organization must meet. This guide covers how to create, configure, and manage compliance rules in Taskr.

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Overview

Compliance rules are the foundation of your compliance management. Each rule specifies:

• What requirement must be met
• How often it needs to be checked
• Who is responsible for compliance
• What evidence is needed

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Accessing Compliance Rules

1. Navigate to Compliance in the main menu
2. Select Rules from the submenu
3. View all active rules in the list view

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Rule Types

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Creating a Compliance Rule

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Step 1: Start New Rule

1. Click Add Rule in the top-right corner
2. Select the rule type from the dropdown
3. Enter a descriptive rule name

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Step 2: Configure Rule Details

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Step 3: Set Frequency

Define how often compliance must be verified:

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Step 4: Configure Notifications

Set up alerts before compliance expires:

1. Enable Due Soon alerts
2. Set threshold days (e.g., 30 days before)
3. Choose notification recipients
4. Select notification method (email, in-app, or both)

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Step 5: Add Documentation Requirements

Specify what evidence is needed:

• Required document types
• Photo requirements
• Signature requirements
• Checklist items

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Managing Existing Rules

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Editing Rules

1. Click the rule name in the list
2. Select Edit from the actions menu
3. Modify fields as needed
4. Click Save Changes

Note: Changes to existing rules do not affect compliance items already in progress.

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Deactivating Rules

If a rule is no longer needed:

1. Open the rule details
2. Click Deactivate
3. Confirm the action

Deactivated rules remain in the system for historical records but will not generate new compliance items.

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Deleting Rules

1. Open the rule details
2. Click Delete in the actions menu
3. Confirm permanent deletion

Warning: Deleting a rule removes all associated compliance history. Consider deactivating instead.

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Rule Categories

Organize rules into categories for easier management:

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Creating Categories

1. Go to Settings > Compliance
2. Select Categories
3. Click Add Category
4. Enter name and description
5. Click Save

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Assigning Rules

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To Assets

1. Open the asset record
2. Go to Compliance tab
3. Click Add Rule
4. Select applicable rules
5. Set effective date

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To Locations

1. Open the location record
2. Navigate to Compliance
3. Apply relevant rules
4. Configure location-specific settings

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To Employees

1. Go to Employees
2. Open employee record
3. Select Compliance tab
4. Assign required rules

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Best Practices

• Name rules clearly with action and frequency (e.g., “Annual Fire Extinguisher Inspection”)
• Set notification thresholds that allow time for scheduling
• Group related rules into logical categories
• Review rules quarterly to ensure they remain current
• Document the source of regulatory requirements
• Assign clear ownership for each rule type

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Troubleshooting

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Rule Not Generating Compliance Items

• Verify the rule is active
• Check that the rule is assigned to at least one asset, location, or employee
• Confirm the effective date has passed
• Review frequency settings

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Duplicate Compliance Items

• Check if the rule is assigned multiple times
• Review overlapping schedules
• Verify category assignments

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Related Documentation:

• Compliance Schedules
• Compliance Overview
• Managing Assets

Back to Compliance | Back to Documentation Index