Setting Up Compliance Type – OnePassport

The system has already a number of Compliance Types by default. This include: Tax Declaration, Employee Contract and Police Check.

If you want to add one on the list, simply follow the instructions outlined below.

Step 1: From your Dashboard, click Settings.

Step 2: Under Record Set Up, click Compliance Types.

Step 3: Press the plus sign below the Compliance Type List header.

Step 4: Enter the name and order (if it should appear first/second or any number on the list of Compliance type).

Click Save.

Your new Compliance Type should show up now on the list. For example, Working With Children was added.

Editing or Removing the Compliance Type

You can see the three different types of Compliance on the list. If your organisation happens to not track or does not keep record on any of the three, you can press delete (bin icon) or edit (pen and paper icon) to update name of Compliance Type.

Adding/Customising Fields

The types showing in Comply have the different pre-set fields already: Status (Valid, Expired, Action Needed), Date Signed, Expiry Date and File Upload Section.

Should you want additional fields/information to be captured on a specific Compliance Type, click the Edit button (pen and paper icon).

In the Edit Compliance Type page, you will see a line that says Compliance Type Custom Fields.

Click Add.

Enter in the Field Label the name of the field. For instance, we want to know also the State for the Working with Children Check.

Next, choose the Field Type: Textbox, Date, Dropdown, Checkbox, Radio Button. Based on our example, a Textbox is suitable.

Press Save.

Upon saving, your new Field should appear like below.

In case you want to edit/remove/make changes to this field, just click anywhere within that line till a box will show up for you do so.

For your reference, here are the other Field Types:

1. Date

2. Drop Down. Take note of the rules on how to enter the options.

3. Check Box. Take note of the rules on how to enter the options.

4. Radio Button. Take note of the rules on how to enter the options.