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Overview
OverviewCreating SitesGlobal Compliance RulesPer-Site Compliance RulesScanners, Permissions & SettingsCompliance Scanner
Contractor ManagementPresence, Muster & EvacuationsFor Learners & Contractors
HelpSite ManagementSites & CompliancePer-Site Compliance Rules

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 scan.

Add a per-site requirement

1

Open Per-site requirements

Site settings → Per-site requirements. Select the Site from the dropdown.

2

Add the rule

Choose Type and the linked course, external certificate, or risk template. Click Add requirement.

3

Manage the list

Requirements appear with a formatted label. Click Remove to delete a rule.

Risk assessments: global vs per-site

ScopeRisk requirement satisfied when
All-sites (global)Approved submission for the template at any site
Per-siteApproved submission for the template AND submission site matches the scanned site

Warning

For per-site risk rules, the worker must complete the assessment for that site (select the correct site when starting, or use the template default site). An approval tied to a different site will not satisfy a per-site rule.

Common scenarios

ScenarioRecommended approach
Fire safety training required everywhereAll-sites → Course
Site-specific induction for Warehouse A onlyPer-site → Course
CSCS card required on all sitesAll-sites → External certificate
Site fire risk assessment for Building B onlyPer-site → Risk template
General stress questionnaire org-wideAll-sites → Risk template
Back to Sites & Compliance Overview
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