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:
- Adding a compliance document to a company asset
- Viewing compliance documents for a company asset
- Unlinking a compliance document from a company asset
Add a Compliance Document to a Company Asset Record
- Navigate to Company asset in Land access.
- 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. - 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.
- Select either Create a new record OR select Link an existing record.
- 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.
- Click the Link button.
View Compliance Documents from a Company Asset
- Navigate to Company asset in Land access.
- Locate and open the company asset for which you want to view the details of a compliance document.
- In the left hand menu, select Compliance management.
- In the Compliance documents information page, mouseover the compliance document for which you want to view details.
- Click the View button on the right hand side of the page.
You will then be taken to the General information page of this compliance document.
Unlink a Compliance Document From a Company Asset
- Navigate to Company asset in Land access.
- 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. - In the left hand menu, select Compliance management.
- In the Compliance documents information page, mouseover the compliance document you want to unlink.
- Click the Unlink button on the right hand side of the page.