The compliance catalogue: add and edit items

The Compliance catalogue is iComply's library of licences, tickets, checks, insurance, training, sign-offs and inspections. Organisations pick from what's live. Compliance officers and Super admins draft and edit; only a Super admin marks items reviewed and publishes them (see Review and publish catalogue items).

Find an item

1. 1Step 1: Open Catalogue. The tabs are Items, Review due, Suggested by customers, Packs, Overlaps and Open questions.
2. 2Step 2: Search by name, key or regulator, and filter by Status (Draft, Live, Retired), Type, Applies to, Tag, Where it came from, Industry file, Confidence and Needs checking. The quick filters find researched items that are high confidence with nothing to check, or that need checking.
3. 3Step 3: Select Filter, then the item's name.

Create a new item

1. 1Step 1: Select New item.
2. 2Step 2: Enter the Key (lowercase letters, numbers and underscores; it never changes), Tags (for example industry:construction, state:VIC) and Review every (months) (12 by default).
3. 3Step 3: Fill in the item in plain English and cite the official page it comes from.
4. 4Step 4: Select Save draft.

Edit an item

• Every edit is a new version. Change the item and select Save a new version. It's a draft until a Super admin reviews and publishes it; organisations adopt a new version by choice.
• Where it's up to shows the live version and any draft waiting. Research shows a researched item's confidence, what needs checking, its sources and notes. Overlaps links to overlap decisions.
• Tags and review: one tag per line (industry:…, state:…, org_type:…, risk:…) and how often it's reviewed. Select Save.
• Suggested when: under When an organisation has, choose what triggers it, then Which and The reason they see, and select Add. Organisations that have it are offered this item with the reason. It's only an offer: nothing is added for them. Word reasons as offers ("often", "check what applies"), never as the law. Remove takes a link away.
• Versions lists each version and what changed.