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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 specific legislation(s), buildings or even 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 buildings and assets. Keep in mind this requires more active user managementassign certain compliance related systemgroups in the context of legislation, buildings or even specific assets. For more information on this, see User groups down below.

4. How to activate this module

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