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Add or edit a compliance requirement

Create or update a compliance requirement for your organisation, including key details, status, priority and related documents.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the compliance requirement modal​

From the compliance settings area, select the option to add a new requirement or edit an existing one; the compliance requirement modal opens as a pop-up over the current page.

Open the compliance requirement modal

Step 2: Enter the basic requirement details​

In the form, type a clear title and a detailed description for the compliance requirement so that your team understands what it covers.

Enter the basic requirement details

Step 3: Choose category, status and priority​

Use the Category, Status and Priority dropdowns to classify the requirement, selecting the appropriate lifecycle category (such as Health & Safety, Quality or Environmental), its current status, and how critical it is.

Choose category, status and priority

Step 4: Set key dates​

Fill in the Effective date, Review date and Expiry date fields to define when the requirement comes into force, when it should be reviewed and when it will expire.

Set key dates

Step 5: Add tags for easier searching​

Enter relevant tags in the Tags field to help colleagues find this requirement quickly when filtering or searching.

Add tags for easier searching

In the documents section, select or update the list of related compliance documents so that evidence and guidance are stored alongside the requirement.

Link supporting documents

Step 7: Save the compliance requirement​

Review all details, then select Save to create a new requirement or update the existing one; the modal closes and the requirement list refreshes with your changes.

Save the compliance requirement

Last updated: 2026-02-04