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The Asset Compliance Workflow manages scheduled maintenance, regulatory inspections, and compliance tracking for equipment and assets.

Overview

Flow: Asset Registration -> Compliance Rules Applied -> Schedules Created -> Jobs Generated -> Compliance Verified
Key Files:
  • apps/workbooks-api/src/trpc/routers/compliance-workflow.ts
  • apps/workbooks-api/src/trpc/routers/maintenance-workflow.ts
  • packages/workbooks-db/src/schema/workbooks/compliance.ts

Status States

Asset Status

Compliance Schedule Status


Workflow Diagram


Compliance Workflow Steps

1

Asset Registration

Asset is created with type, location, and customer details. Asset type triggers rule matching.
2

Rules Applied

Compliance rules are matched based on asset type and jurisdiction.

Regulatory Rules

  • State laws
  • National standards
  • Industry codes

Manufacturer

  • Service manual
  • Warranty terms
  • Best practices

Custom Rules

  • Company policy
  • Customer requirements
  • Contract terms
3

Schedule Generation

Schedules are created for each applicable rule with due dates and notification dates.
4

Job Creation

When lead time is reached, jobs are auto-created with pre-filled inspection tasks.
5

Inspection & Verification

Technician completes inspection. Results determine next steps:

Compliance Rule Structure

Rule Definition

Australian Standards Example


Overdue Calculation


Risk Matrix


Asset Status Transitions


API Endpoints

Compliance Management

Maintenance Workflow


Notification Schedule


Testing

Compliance Test Path

1

Create Asset

Create asset with type “fire-extinguisher”
2

Apply Rule

Apply AS 1851 monthly rule
3

Verify Schedule

Verify schedule created with correct due date
4

Trigger Lead Time

Fast-forward to lead time
5

Check Job

Verify job auto-created
6

Complete Job

Complete job with “pass” result
7

Verify Next Schedule

Verify next schedule generated
8

Check Compliance Rate

Check compliance rate updated

Integration Tests


Fault Resolution

When inspections fail

Job Scheduler

Auto-generated jobs

Status Reference

All status enums

Regulations

Australian compliance standards