How to set up a compliance item

​Please follow the steps below to set up and map a new compliance item for your trust.

Please note that you must be a MAT Admin user to access compliance.

Please select:

- Multi-Site from the main menu on the left-hand side

- Click on Compliance

- Click on Compliance Set up

- Click on Create Compliance Item or Add Compliance Templates from the top of the screen

Clicking Create Compliance Item will generate a blank template, where you can enter a Title, Description, Priority, Category and due date.

Clicking Add Compliance Templates will display a list of pre-existing compliance items stored on the Every system. Select items from the list by selecting the corresponding empty box(s) on the far right and then Click Add Compliance Templates at the bottom right.

The compliance set up page has four tabs:

- The Activity Compliance Items tab is where all your compliance items are stored, you are able edit and map items to other properties

- The Compliance Priorities tab is where you can define groups of compliance items and the order they appear in the matrix.

- The Compliance Matrix Parameters tab is where you can define when a compliance item to turn Red or Amber on the Compliance Matrix.

- The Categories tab is where you can create, edit and map compliance categories.