Content Comparison

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• Complex & changing regulations
  Regulations can vary significantly and may change over time, making it difficult for stakeholders to keep track of the latest requirements.  

• Lack of awareness
  Building owners and managers might not be aware of the legislation that applies to their specific property building or the latest updates in building codes, environmental standards, safety requirements, etc.

• Inadequate Documentation
  Keeping track of all compliance-related documentation, permits, and certifications can be cumbersome, and failing to maintain accurate records may lead to compliance issues.

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1. Does the customer want to use the available standard legislation, or do they want to create their own regulations?

   1. In case the customer is not from a country that has available default legislation, or the customer 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 is also possible in combination with the default legislation).

   2. 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:
      

      

2. 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?

   1. 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.

   2. 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 Master data buildings and areas. With contextual access, authorizations can be created for users to specific properties buildings and assets. Keep in mind this requires more active user management.

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The following modules need to be activated before the Compliance module can be activated:

• Masterdata: Properties Buildings and areas

• Masterdata: Assets

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• In Dutch, the word ‘Inventaris' is translated to ‘Assets' (as that is the general term in Dutch for compliance as well)

• Masterdata: Properties Buildings and Areas module is activated

• Masterdata: Assets module is activated

• If no custom corporate identity is set (can be set in the initialization wizard), the ‘Compliance' logo will be set via the corporate identity (instead of the default ‘Workplace’ logo)

• 3 user profiles are generated:

  • Compliance manager: Users with this profile can view master data (Properties Buildings and Assets), view legislations and manage their own regulations, view all compliance documents, view task lists and graphs, and assign suggested legislations. Users with this profile can also upload and approve documents.

  • Compliance document uploader: Users with this profile receive a task in the workflow to upload the actual document.

  • Compliance document approver: Users with this profile will get a task in the workflow to review the uploaded document if the document requires approval.

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For some modules, other (masterdata) modules might be of importance, in order to be able to fully use this module.
For Compliance, the Masterdata modules ‘Properties ‘Buildings and areas’ and ‘Assets' are needed, therefore the following user groups also need to be assigned to users (If not already done in the past), to be able to create and edit (including linking legislation to properties buildings and Assets as well as marking assets as ‘Applicable’ for compliance:

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