Review a compliance requirement and manage its documents
View the full details of a compliance requirement and link or remove supporting documents so the record stays up to date.
This guide is designed for project manager.
Steps
Step 1: Open the compliance requirement drawer
From the compliance settings area, select a compliance requirement to open its detail drawer, which slides in from the right and shows status, priority, category, and key dates.
Step 2: Review requirement information
In the header and overview section, confirm the requirement’s name, lifecycle category (such as Health & Safety, Quality, or Environmental), status, priority, owner, and relevant dates formatted in day–month–year order.
Step 3: Switch to the documents section
Use the tabs within the drawer to navigate to the documents section, where all files currently linked to this compliance requirement are listed.
Step 4: Add or remove linked documents
Use the controls in the documents section to add new document links or remove existing ones; changes are saved automatically and a confirmation message appears when the documents are updated.
Step 5: Handle document update errors
If saving document changes fails, an error message appears and the list of linked documents is automatically reverted to its previous state so you can try again later.
Step 6: Edit other requirement details (if permitted)
If you have edit permissions, use the Edit option in the drawer header to update other requirement details in a separate editing view.
Step 7: Close the requirement drawer
When you have finished reviewing or updating documents, use the back control or close button in the header to return to the main compliance requirements list.
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Last updated: 2026-02-20