Manage compliance requirements
Review, prioritise and maintain your organisation’s compliance requirements from a single list view.
This guide is designed for project manager.
Steps
Step 1: Review your compliance requirements list
Open the Compliance Requirements section to see a list of all current requirements, including their category, status, priority badge and key dates. If there are no items yet, you will see a message explaining that no compliance requirements were found.
Step 2: Check status, priority and due dates
Use the list view to quickly scan each requirement’s status chip, priority badge and any due or review dates; overdue items are visually highlighted so you can identify what needs attention first.
Step 3: View full details of a requirement
Select the View icon for a requirement to open its full details, including description, lifecycle category such as H&S, Quality or Environmental, and any additional compliance information.
Step 4: Edit an existing requirement
If you have permission to edit, select the Edit icon next to a requirement to update its details, such as wording, category, priority or dates, then save your changes.
Step 5: Archive a requirement you no longer need
Choose the Archive icon for a requirement to remove it from active use; confirm the action in the archive confirmation dialog so that only relevant, current requirements remain visible.
Step 6: Add a new compliance requirement
When the list is empty or you need to capture more obligations, use the Add Requirement button (if available) to create a new compliance requirement that will then appear in the list.
Last updated: 2026-08-31