It’s simple to manage compliance information about your organisation and automated notifications help keep documentation up to date.
Your client may request a set of Compliance documents to ensure they can work with you on Opportunities and Projects. These may include insurances, accreditations and policy documents.
You will receive an email notification when your client requests a document or when one of your documents expires, reminding you to upload your latest information.
TIP! You can see all of your company's compliance information on your Manage compliance page. View this by hovering over 'Company profile' in the top navigation bar and clicking 'Manage compliance'.
How compliance works
Watch our video guide for a full walk-through of the compliance features including how to find your actions, upload information and check approval status on your Company Profile.
This video covers:
- How to find compliance actions from your clients
- How to upload your documentation
- How to input key information including amounts and dates (which are key to enabling automations)
- How to use the 'Manage Compliance' page to manage all your requests in one place
- How to view your approval status on your Company Profile
Note: Upload any relevant documents before submitting and make sure the dates and amounts filled in on the form match the attached documents. If a compliance document request is not applicable to your company, click "Request not applicable".
TIP! To cancel your current submission so that you can make changes before it's reviewed by your client, click on the compliance document and in the current submission section click "Cancel submission".
Resubmitting a Compliance document
If you receive an email notifying you that your Compliance submission has been reviewed by your client and rejected, click on the link in the email to be taken to the submission. Under current submission, the Status will include a note from your client with a reason for rejection. To resubmit your Compliance information and documents click 'Submit information'.
Note: Contact your client if you need more information about a submission or want to discuss the reason your submission was rejected.
Uploading a Compliance document proactively
You may want to make your client aware of a new accreditation you have received or a policy that demonstrates your company values. Check with you client what might be of interest.
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In the top navigation bar, hover over 'Company profile' and click 'Manage compliance'.
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Under Compliance Documents click 'Upload document'. Submit different policies or accreditations separately so your client can review each one on an individual basis.
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Once submitted, get in touch with your client to let them know that you have uploaded documents for them to review. For each document that your client reviews, you will be notified via email when the status of the submission changes (e.g. to 'Approved' or 'Rejected').
TIP! To find out more about how clients manage compliance, read these IAND Academy guides on managing supplier compliance and reviewing compliance information across the supply chain.
