This module enables schools to keep track of key compliance checks and actions.
Areas are updated by
Compliance Owners who by default are also assigned to each of the
Compliance Items in the
Compliance Itemsto someone else provided they are a user of the system and that they have also been assigned the role of
Users who have the role of
Compliance Manager can assign the role of
Compliance Owner to any other user of the system and can also assign ownership of all
Compliance Areas and
Compliance Managersmust be assigned by an
There is also a role of
Compliance Viewer that can be assigned to any user of the system. These users can see the status of any
Compliance Area or
Compliance Item but cannot update them.
Users with access to the Compliance Audit will have a panel visible on their Dashboard that summarises the status of all the compliance items in the Audit.
Compliance Managersthis panel also indicates the status of the
Compliance Itemsthat they "own".
Administratormust enable the
Compliance AuditModule in the Administration section of the system.
Administratorshould then assign the role of
Compliance Managerto one or more users of the system.
Compliance Manageris assigned,
Administratorswill receive weekly alerts that this task has not been completed.
Compliance Managercan assign the role of
Compliance Ownerto other members of staff. Doing so means that they can then be assigned ownership of individual
Compliance Managersand assigned to appropriate
Compliance Managercan disable individual items.
Compliance Managerscan delete
Compliance Itemsor alternatively archive complete
Compliance Areasalong with their associated
Compliance Itemssince that is reversible.
Compliance Managersreceive weekly notifications about disabled
Compliance Managerscan add new
Compliance Areasand associated
Compliance Itemscan be re-ordered in the system by
Compliance Managers. The new order is applied for all users.
Compliance Itemsreview dates will initially all be empty. Once approved, it is recommended that the review dates are updated to fit with the school's Health and Compliance review cycle.
Compliance Itemsand also functionality so that a single central
Compliance Ownercan be responsible for the same
Compliance Itemin each school.
Compliance Areas and
Compliance Items are initially marked as incomplete.
Compliance Ownerassigned to each will receive an email once a week to remind them of
Compliance Itemsthat are
Due for reviewwithin the next four weeks.
When marking a
Compliance Item as
Review Date will be updated to be one year on from the date of confirmation.
Due for reviewwithin the next 4 weeks the date is updated to be one year from the current review date. The intention of this is that reviews can take place in a timely way before they are due but the review date does not creep earlier and earlier each year.
Compliance Itemmore often.
The name of the
Compliance Owner of each
Compliance Area and
Compliance Item is displayed next to it as a "mailto" hyperlink to facilitate quick communication if any queries arise.
In a coordinated group of schools (e.g. a MAT), some
Compliance Items can only be updated by the central
They still have locally set
Safty Owners who will receive reminders about them so that they can be involved in the coordinated update of them.