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1. Compliance in general
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Does the customer want to use the available standard legislation, or do they want to create their own regulations?
In case the customer is not from a country that has available default legislation, or the customer wiches wishes to keep track of different types of rules and legislations (for instance, only company-specific regulations), it is out of the box possible to create your own regulations and related document types via the legislation navigation menu option. this This is also possible in combination with the default legislation).
In case the customer does want to use the default legislation, make sure to enable it for the required country(s). This can be enabled directly via the module activation process or later on via the Compliance settings:
Does the customer want to let every involved user manage their own tasks for the entire portfolio of assets and buildings, or do they want to split this up per (subset of) buildings or even assets?
If the customer only has a few users managing the complete compliance process for every building, the easiest option is to add the relevant user groups to one general profile, or make general profiles per role (upload documents and legislation document approval) and assign this profile to the users. Each user will have access to and will get all relevant tasks for every building and asset.
If the customer has many users each managing only a part of the entire portfolio of buildings and assets, or perhaps wants to give suppliers access to upload documentation for some buildings or assets, it is possible to enable contextual access. More information about contextual access can be found via <LINK TO MASTERDATA PROPERTIES AND AREAS>. With contextual access, authorizations can be created for users to specific properties and assets. Keep in mind this requires more active user management.
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As for every new module, use the ‘Module activation’ option on the administrator startboard (only available for level 2 and level 3 admins). For more general information about these 'Module activation' options, see: [TO BE ADDED, link + content].
There are two options to activate the Compliance module:
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Reference | Name | Description |
|---|---|---|
FMB-F-200 | Import compliance assets | This import can be used to import assets. This import is very similair similar to the regular asset import, but a bit more focused (also in the examples) towards building elements. If all relevant assets where already imported via the default 'asset import', this compliance import is not necesarry necessary any more. |
Available data imports for compliance as a complete solution
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For more general information on user profiles, user groups, users, and the user profile dashboard, see: [To be added Link+ content]
For the Compliance module, the following user groups become available:
Reference | Name | Description | License needed |
|---|---|---|---|
FMB-G137 | View Compliance | Group gives view rights to the Compliance module. Group can be given to users overall (to gain access to the entire Compliance module) or in the context of buildings or assets, giving specific access to the Compliance (documents) within that context | Limited user |
FMB-G139 | Compliance manage legislation | Group gives access to view the default (country specific) legislation and manage client specific regulations and the codes. | Full user |
FMB-G145 | Compliance manage documents | Group gives the rights to manage the Compliance documents. Also linking the legislation objects to buildings and assets, generating the documents needed per building or asset, indicating whether a document is applicable and whether approval is required. This role can be given to users in general or in the context of specific buildings or assets. | Full user |
FMB-G144 | Upload Compliance document | Group gives the task to upload the Compliance documents. This role can be given to users in general or in the context a specific buildings or assets. | Full user |
FMB-G142 | Compliance approve document | Group gives the task of approving the Compliance documents, after a new version has been uploaded and approval is applicable. This role can be given to users in general or in the context of specific buildings or assets. | Full user |
FMB-G149 | Compliance tasks | The users assigned to this group receive the tasks they have regarding Compliance in a total overview by email once a week. This is usful useful if users do not login regularly to check if they have open tasks related to compliance. | Requestor |
FMB-G146 | View compliance navigationmenu | Group gives access to the navigation menu options surrounding the Compliance module and to the (country specific) legislation data. Other data surrounding the compliance module is made visible via the user groups mentioned above. | Limited user |
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For more general information on the navigation menu and startboard, see: [To be added Link+ content]
For the Compliance module, the following navigation menu options become available:
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Navigation menu option | Available to user groups | Description |
|---|---|---|
Compliance overview |
| The complete compliance dashboard, showing multiple overviews with regards to expired documents, reminders and other relevant information in one dashboard. |
Compliance graphs |
| A dashboard in the form of graphs, direclty directly showing the compliance score on different levels (per property, per asset, per legislation object, etc.) |
Compliance tasks |
| An overview of open tasks related to compliance, users can also filter on tasks for other users. |
Legislations |
| The default (and custom) legislation can be found here and custom regulations can be managed via this option as well. |
Compliance assets |
| An overview of alle all the assets that are indicated as ‘Compliance applicable’. |
Legislation suggestions |
| This can be used to generate an overview of suggested legislations per assets, based on the code linked to the assets. |
Compliance documents |
| An overview of all legislation documents with some filter options. |
Compliance codes |
| This gives an overview of all the Codes and also gives the option to generated default codes based on supported standard lists (currently only the Dutch NL-SfB) |
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For some modules, additional settings can be configured after the initial module activation via the 'Module settings' option on the administrator startboard. A module is always activated with the most used settings pre-defined. After the module is activated, the module may have more advanced settings available, which can be managed via the Module settings as well.
o To navigate to all Compliance settings, go to Modules settings → tab Compliance. Hover over the available settings to get more information:
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