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This article is about the use of this module as an application manager, for more information on how to use the concepts in this module as a user (for instance, details on how to create an object), see the related module in the Users part of this knowledge base: Users |
1. What is this module about
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The legislation as a whole or the specific document type can be related to a building, an asset, or both. This will determine which legislation can be linked to which type of object (PropertyBuilding, Asset, or both) and for which document types the legislation documents are automatically generated.
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The compliance module is aimed towards being compliant with rules and regulations for buildings and building elements, therefore the use of both the ‘Properties ‘Building and areas' and 'Assets’ modules is always needed in combination with the compliance module.
1.3 Linking legislation
Properties Building and assets both have a ‘Compliance' tab available, which is used to link the relevant legislation object(s) to the specific property building or asset. It is possible to have multiple legislations linked to a single property buildings or asset.
If a legislation is linked to a property building or asset, the relevant document types are automatically generated as legislation documents, related to the property building or asset.
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The compliance tab on properties buildings is automatically enabled when activating the compliance module. For assets the user needs to indicate if the asset is in scope for compliance via a Yes/No field. If compliance is applicable for the particular asset, the compliance tab becomes visible. If the customer also uses the reservations module for example, the reservable assets might not be in scope for compliance (e.g. Beamers, Laptops, etc.). |
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Linking legislation objects to a property building or asset can be done by searching through the whole list of legislations, but in the context of assets, it is also possible to link a code (on the compliance tab). This will be used as a filter when linking legislation objects to the asset (only legislation objects are shown related to the code via the legislation object or the parent legislation object).
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Once a legislation object is linked to an object (property building or asset), legislation documents are generated in the context of this object, one for each of the document types related to the legislation object. This legislation document object is the object used to upload the actual document (e.g. an inspection of an elevator) and to keep track of the compliance status for this object and document type.
1.4.1 Legislation documents workflow process
The next steps describe the legislation document process on a high level. See the ‘User Manual’ part down below Compliance user manual for a more detailed description.
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There are no emails sent via the workflow. Only a weekly automatic email with a list of open tasks related to compliance is automatically sent to users with the system group FMB-G149 Compliance tasks.‘Compliance tasks’.
3. General compliance module settings
To navigate to all the general compliance model settings, go to Modules settings → tab Compliance. Hover over the available settings to get more information about a specific setting:
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3. Additional information on this module
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