Compliance templates let you pre-define the checklist items and required documents for recurring compliance needs. Once created, templates speed up the process of adding new compliance records and ensure consistency across your portfolio.
How to Create a Compliance Template
From Compliance, navigate to Compliance Templates from the overflow menu on the right.
Select + Create Template.
Provide a template name and fill in the details: compliance type, checklist items, and required documents.
In addition to the mandatory fields of Title and Compliance Type, you must add at least one task or document to the template.
Click Save.
The saved template is now available to use when creating new compliance records across multiple properties.
For an interactive demo, see Section 4 of the self-guided learning video: General Settings (APAC & North America) or General Settings (UK & Europe).
How to Create a Compliance Type
Compliance types help you categorise the different kinds of compliance you manage across your portfolio.
Go to Settings and select Compliance Types under General.
Click + Create.
Enter the name of the new compliance type.
Click Save.