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.

When a scanner runs a compliance check, the worker must satisfy both all-sites requirements and any per-site requirements for the scanned location. Missing either layer produces an AMBER or Entry Denied result. See Compliance Scanner for how results are displayed.

Who can configure global rules

Only tenant administrators can view and edit the All-sites requirements section. Site administrators can configure per-site rules and scanners for their assigned sites but cannot add or remove tenant-wide requirements.

Viewing rules without editing

The Site Management dashboard All sites overview card lists current all-sites requirements read-only. Any user with Site Management access can see what is configured; only tenant admins can change it.

Add a requirement

Open All-sites requirements

Go to Site Management → Site settings → left nav All-sites requirements. If the list is empty you will see No tenant-wide rules yet.

Choose type and linked item

Select a Type from the dropdown, then pick the linked item from the conditional picker that appears:

Course — choose from active catalog courses
External certificate — choose from courses in category External Certificate
Risk / questionnaire — choose from published risk or questionnaire templates

All-sites requirements section with Type dropdown and Add all-sites requirement button — All-sites requirements — pick Type, select the linked item, then click Add all-sites requirement.Click image to enlarge

Add requirement

Click Add all-sites requirement. A success toast confirms the rule was added. The requirement appears in the list with a formatted label. Click Remove to delete a rule.

Tip

You can add multiple requirements of different types. Each course, certificate, or template can only be added once per scope — if the picker is empty, check that the prerequisite item exists and is published.

Requirement types

Type	What to select	Satisfied when
Course	Any active catalog course (not External Certificate category)	Worker completed the course (passed or completed progress)
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)

For risk templates, an all-sites rule is satisfied by an Approved submission at any site. Per-site risk rules (covered in Per-Site Compliance Rules) additionally require the submission site to match the scanned site.

Prerequisites by type

Course requirements

The course must exist in your catalog under Admin → Courses. Active courses appear in the picker automatically. Courses in the External Certificate category are excluded from the Course type — use the External certificate type instead.

External certificate requirements

Create a catalog course with category External Certificate — see Adding Courses. Workers upload their certificate; an admin approves it before the rule is satisfied. If the picker is empty, the UI shows: No courses with category "External Certificate" in your catalog.

Risk / questionnaire requirements

Create and publish a template under Site Management → Risk assessments — see Creating Templates. Only published templates appear in the compliance picker. Empty state: No risk or questionnaire templates yet. Use Risk assessments in Site Management to create one, publish a version, then return here.

Warning

Draft, submitted (pending), or rejected risk assessments do not satisfy compliance rules — only Approved status counts.

Common global rules

Scenario	Recommended type	Notes
Organisation-wide health & safety induction	Course	Assign the same course via dynamic groups for tracking deadlines
CSCS card required on all sites	External certificate	Workers upload card photo; admin approves
Annual stress self-assessment for all staff	Risk / questionnaire	Use a questionnaire blueprint; set expiry in template Configure
GDPR awareness questionnaire	Risk / questionnaire	Can auto-approve high scores if approval threshold is configured
Fire safety training for everyone	Course	Combine with a per-site fire risk assessment template if needed

Troubleshooting

Issue	Likely cause	Fix
Risk template missing from picker	No published version	Open template editor → Publish
External certificate picker empty	No External Certificate category courses	Create one under Admin → Courses
Worker shows compliant in training but scan fails	Rule is per-site, not global	Check per-site requirements for the scanned site
Cannot open All-sites requirements	Not a tenant admin	Ask tenant admin or use per-site rules if you are a site administrator