Understanding the Compliance Overview

The Compliance Overview helps you monitor document compliance across your supply chain based on your requirement rules.

It allows you to quickly identify which suppliers meet your requirements and which documents require attention.

The Required documents view combines organisations with the document statuses generated by your requirement rules.

Each status provides a clear indication of document compliance.

The overview uses different statuses to indicate document availability.

Hovering over a status provides additional information about the requirement and related documents.

Slashes or dashes in the overview indicate that no documents exist for that requirement category.

The Available documents view allows you to review documents stored for a specific organisation.

This view shows all documents associated with the organisation, regardless of whether they are linked to a requirement rule.

This can help you verify document details such as document type or expiry date.

Colours help you quickly interpret document compliance.

These visual indicators help you quickly identify areas that require attention.

You can customise the Compliance Overview to match your internal compliance structure.

Use View options → Columns to:

Column headers can be renamed to match your internal terminology.

For example, a category such as Food Safety Certification can be renamed to reflect your internal standards.

You can also add or remove document types within a category to refine compliance checks.

To use the Compliance Overview effectively:

Maintaining this overview helps ensure supplier documentation remains accurate and compliant.