Compliance Work Orders

Compliance work orders are created for services that require certified inspections and an audit trail. In addition to your regular work order notes, you can now indicate compliance data under the Compliance tab in the Work Order Details page. Here you will update the status of the inspection, submit certifications, and create follow up work order proposals for any work you see needs to be done.

Navigating the Compliance Tab

In the Work Order Details View, you will see the Compliance tab that contains compliance details and history.

Details Tab

The details tab shows the current Compliance Record for that inspection and is where you change Compliance Status, input validation dates, make comments, upload compliance attachments, and create follow up work orders if necessary.

Compliance Statuses

Before completing your work order, choose from the following statuses and add in the required information.

• Open – This is the default status. Once another status has been saved, you cannot come back to this status.

  While this status is selected, you cannot attach a document or make comments.

  
  

• Expired - Your client will change the status to Expired if no status update/certificate has been loaded and the service window of the PM service has expired. 
  
  

• Invalid Document – Choose this status if the wrong attachment was uploaded.
  
  

  Attachments can’t be deleted from compliance record. If there is a wrong attachment on the record, change the compliance status to “Invalid Document” and save the record. Then upload the correct attachment and change the status of the compliance record to the appropriate one.

• Pass - Select if the location passed the compliance check and there’s nothing to improve. When this status is selected, you are required to upload a certificate and add the Valid To and Valid From dates of the certificate.
  
  
• Pass with Recommendation - Select if the location passed the compliance check AND there is something to improve. You can add comments and create a follow-up proposal. When this status is selected, you are required to upload a certificate and add the Valid To and Valid From dates of the certificate.
  
  
• Fail – Select when the location didn’t pass the compliance check. You are required to upload a certificate. You can create a follow-up proposal from this status.
  
  

History Tab

All previous compliance statuses and documents can be viewed under the History tab.

The number listed next to the name History on the tab indicates the number of times the compliance record has changed.

You can view:

• who created the record
• when the record was submitted
• any attachments
• compliance status and validity dates.