Per-Site Compliance Rules
Add site-specific compliance requirements and understand scoped risk assessment rules
What per-site requirements do
Per-site requirements apply only when scanning at that specific site. They are combined with all-sites requirements — the worker must satisfy both sets for a compliant (GREEN) scan result.
Use per-site rules when a location has extra obligations: a warehouse-specific manual handling course, a building fire risk assessment, or a site induction that does not apply organisation-wide. Global standards (CSCS card, company induction) belong in All-sites requirements.
Who can configure per-site rules
Both tenant administrators and site administrators can add and remove per-site requirements. Site administrators only see sites they are assigned to manage; tenant admins see all sites.
Site administrators opening Site settings
Non–tenant-admins who open Site settings land directly on Per-site requirements (not the Sites or All-sites sections). They can also manage Scanners & administrators for their sites but cannot assign other site administrators.
Add a per-site requirement
Open Per-site requirements
Site Management → Site settings → left nav Per-site requirements.
Select the site
Choose the Site from the dropdown (Select a site…). The requirement you add applies only to compliance scans run at that location. You can also select a site from the dashboard picker first, then open Site settings — the dropdown pre-selects that site.
Add the rule
Choose Type (Course, External certificate, or Risk / questionnaire), pick the linked item, and click Add requirement. A success toast confirms the addition.
Manage the list
Requirements appear with a formatted label showing type and linked item. Click Remove to delete a rule. The dashboard Per-site rules KPI tile counts configured rows for the selected site.
Tip
Requirement types (same as global)
| Type | What to select | Satisfied when (per-site scope) |
|---|---|---|
| Course | Active catalog course | Worker completed the course |
| External certificate | External Certificate category course | Approved, non-expired submission on file |
| Risk / questionnaire | Published template | Approved submission AND submission site matches scanned site |
Risk assessments: global vs per-site
| Scope | Risk requirement satisfied when |
|---|---|
| All-sites (global) | Approved submission for the template at any site |
| Per-site | Approved submission for the template AND submission site matches the scanned site |
Warning
Set the template Default site under Assigning & Scheduling so contractor auto-created drafts and new submissions pre-fill the correct location.
How scans evaluate both layers
When a compliance scanner selects a site and scans a worker passport, the system checks:
- Every all-sites requirement (tenant-wide)
- Every per-site requirement for the selected site
- Any mandatory assigned courses not covered by explicit rules
Entry Denied results group missing items as Must complete (global courses listed), Must complete (site specific courses), or Must complete (Mandatory assigned courses). See Compliance Scanner for result interpretation.
Common scenarios
| Scenario | Recommended approach |
|---|---|
| Fire safety training required everywhere | All-sites → Course |
| Site-specific induction for Warehouse A only | Per-site → Course on Warehouse A |
| CSCS card required on all sites | All-sites → External certificate |
| Site fire risk assessment for Building B only | Per-site → Risk template on Building B |
| General stress questionnaire org-wide | All-sites → Risk template |
| COSHH assessment for lab site only | Per-site → Risk template with Default site = lab |
| Contractor site access with local rules | Per-site rules + contractor package — see Contractor Management |
Related guides
- Global Compliance Rules — tenant-wide requirements
- Creating Templates — build and publish risk forms used in rules
- Scanners, Permissions & Settings — assign staff who run scans at each site