Build your own rule
Make an item that isn't in the catalogue: what it asks for, how long it lasts, who it applies to and who approves it. Preview who it affects, publish it, and keep every version.
2 min readLast updated
Applies to: Core (every organisation) · Administrator, Team member
When something you track isn't in the catalogue, build your own rule. It's labelled Your own rule everywhere, never as a legal requirement. Admins build and publish rules; anyone else uses the same form to propose one.
How to build a rule
- Step 1: On your compliance profile, select Build your own rule.
- Step 2: Give it a Name, a Type, who it Applies to, and What it is in plain words.
- Step 3: Choose How long it lasts: until the expiry written on it, a set time from the issue date, every so many days, weeks, months or years, by the same date every year, by usage (hours or km, for assets), once by a due date, or no expiry.
- Step 4: Choose the Evidence asked for (Add evidence) and any extra details (Add a detail).
- Step 5: Add conditions if it only applies to some (Add a condition), for example people whose role is coach, people under 18, or assets in the Vehicles category.
- Step 6: Set Reminders (days before), Who approves the evidence (nobody, an administrator, or an administrator or a named approver) and Importance.
- Step 7: Select Preview who it affects to see how many it applies to and how many would be red today. Nothing is saved.
- Step 8: Select Publish to my profile, or Save as a draft.
Change, copy and retire a rule
- Change it: saving makes a new version (Save a new version). Earlier versions and the evidence recorded under them are kept. A published rule changes for everyone straight away. Versions lists each one with what changed.
- Duplicate: copy it to change and publish as a new rule.
- Save as a template: it appears under Templates on your profile to start other rules from (Stop using as a template removes it).
- Retire: it's switched off in your profile; its evidence and history are kept.
- Who it applies to: opens the item in your profile to narrow it and set reminders and approvers.
Suggest it to the catalogue
If other organisations would need it too, write an optional Note and select Suggest to iComply. It stays your own rule either way. The rule's page shows whether it's waiting, accepted (iComply is reviewing it) or declined, and you're emailed the decision.
If you're not an admin
Fill in the same form, add Why it's needed and select Send to an administrator. Admins are emailed; if they accept, it becomes a draft for them to check, preview and publish.