Global Compliance Rules
Configure all-sites requirements that apply on every compliance scan
What all-sites requirements do
All-sites requirements (labelled All-sites requirements in Site settings) apply on every compliance scan at any site, in addition to per-site rules. Use these for organisation-wide standards such as induction training, CSCS cards, or a general stress questionnaire.
Add a requirement
1
Open All-sites requirements
Site Management → Site settings → All-sites requirements (tenant admin only).
2
Choose type and linked item
Select Type, then pick the course, external certificate catalog entry, or published risk template.
3
Add requirement
Click Add requirement. The rule appears in the list. Use Remove to delete.
Requirement types
| Type | What to select | Satisfied when |
|---|---|---|
| Course | Any active catalog course (not External Certificate category) | Worker completed the course |
| External certificate | Course in category External Certificate | Approved, non-expired external certificate submission on file |
| Risk / questionnaire | Published risk or questionnaire template | Approved submission for that template (any site) |
Prerequisites
- External certificate: create catalog courses in category "External Certificate" — see Adding Courses.
- Risk / questionnaire: create and publish a template — see Creating Templates.
Warning
Only published risk templates appear in the picker. Draft or unpublished templates cannot be added.