Requirement presets

A Super admin edits the starting requirements every school sees for each provider category, and adds new categories.

1 min readLast updated

Applies to: iComply staff only · iComply Super admin

Presets are the starting requirements for each provider category, such as a site induction or a police check. A change applies at once to every school that hasn't customised that category; schools that have keep their own.

How to change a preset

  1. Step 1: Open Presets.
  2. Step 2: In the category, change, add (Add a requirement) or remove requirements, and tick Has an expiry date where the document runs out.
  3. Step 3: Select Save changes.

How to add a category

  1. Step 1: Under Add a preset category, enter the Category name and its requirements.
  2. Step 2: Select Create category.
Presets are placeholders until a lawyer or WHS adviser reviews them for each state and sector. Never present them as legal advice.
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