Sites & Compliance
Create sites, configure global and per-site compliance rules, scanners, and run compliance checks
Two layers of compliance rules
Every compliance scan evaluates all-sites requirements (tenant-wide) plus per-site requirements for the site being scanned. A worker must satisfy both sets to achieve a compliant (GREEN) result.
| Requirement type | Satisfied when |
|---|---|
| Course | Worker has completed the linked course (passed or completed progress) |
| External certificate | Worker has an approved, non-expired external certificate submission for the catalog entry |
| Risk / questionnaire | Worker has an approved submission for the linked published template (site-scoped rules also require matching site) |
Step-by-step guides
Creating Sites
Enable Site Management, create sites, and understand the dashboard and Site settings modal
Global Compliance Rules
Configure all-sites requirements that apply on every compliance scan
Per-Site Compliance Rules
Add site-specific compliance requirements and understand scoped risk assessment rules
Scanners, Permissions & Settings
Assign compliance scanners and site administrators; configure tenant presence and navigation settings
Compliance Scanner
Run compliance scans, interpret GREEN, AMBER, and RED results, and assign missing training
Related guides
Risk templates used in compliance rules are covered in Risk Assessments. Operational muster and evacuation usage is in Presence, Muster & Evacuations.