Add or Remove a Compliance Document from a Company Asset

You can add as many compliance documents as needed to your company asset and each document can be linked to one or more compliance areas.

This article covers the following:

Add a Compliance Document to a Company Asset Record

  1. Navigate to Company asset in Land access.
  2. Locate and open the company asset to which you want to add a compliance document.
    If the company asset is inactive, it will need to be reactivated before you can link it to a compliance document.
  3. In the left hand record menu, click the + Add in-line option for Compliance management OR select Compliance management and click the + Add button in the Compliance documents information page.
  4. Select either Create a new record OR select Link an existing record.
    addorlinkcompliancedoctocompanyassets.png
  5. In the Select drop-down list, select the compliance document you want to link to this company asset OR Create a new compliance document using the + Create button.
    createcompliancedocdropdown.png
  6. Click the Link button.

View Compliance Documents from a Company Asset

  1. Navigate to Company asset in Land access.
  2. Locate and open the company asset for which you want to view the details of a compliance document.
  3. In the left hand menu, select Compliance management.
  4. In the Compliance documents information page, mouseover the compliance document for which you want to view details.
  5. Click the View button on the right hand side of the page.
    compliancedocumentcompassetview.png

You will then be taken to the General information page of this compliance document.

Unlink a Compliance Document From a Company Asset

  1. Navigate to Company asset in Land access.
  2. Locate and open the company asset from which you want to unlink a compliance document.
    If the company asset is inactive, it will need to be reactivated before you can unlink it from a company asset.
  3. In the left hand menu, select Compliance management.
  4. In the Compliance documents information page, mouseover the compliance document you want to unlink.
  5. Click the Unlink button on the right hand side of the page.
    compliancedocumentcompanyassetunlink.png
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