MyCompliance How to Guide

About Us - Based on the Sussex/Surrey border near Gatwick Airport and established for over 30 years we are the South’s premier Waste Management and recycling Specialist. Our services cover all aspects of waste management including advice on how to reduce waste, re- use waste, recycle and recover waste products. We focus on reducing our customers reliance on Landfill, this approach has led us to achieve average recycling/recovery rates of over 90%. This is possible due to the processes in place at our Waste Recycling Centre in West Sussex . The services we offer are available to all; corporate clients, business users, householders and local builders. With services ranging from site clearances and mini skip hire through to large roll on roll off containers no job is too big or too small. Our dedicated team of professionals are qualified to provide advice on all aspects of waste management. Our staff are friendly and approachable, so if you have a question about waste please give us a call and we will be happy to help. Hazardous Waste: Our specialist Hazardous Waste Team are qualified to advise on all aspects of hazardous waste disposal . We can list, pack, prepare for transportation, transport, process, treat and dispose of all types of hazardous waste in accordance with current legislative requirements. Trade Waste: Cox Skips provides a commercial waste collection service for businesses in the South East. This can be from as little as one bag a week to the supply of large Euro bin containers for a more regular collection. We supply the bins, the collection and the paperwork. THE RECYCLING PARTNERSHIP Ltd provides a commercial recycling collection service for businesses in the South East. Services include collection of Glass, drinks cans, office paper, cardboard, plastic bottles and food tins. Prices start from just £3.00 per week. For further information please contact our Enquiries Team on 01342 715456 or visit http://recyclingpartnership.co.uk Recycling We are committed to sustainable development and aim to recycle at least 90% of the waste we handle. We process as much waste as possible using our own fully licensed Waste Recycling Centre. This facility allows us to separate recyclables and process in the most efficient way. With our Site Clearance Service Cox will provide the wheels, the manpower and the required documentation to safely collect and dispose of all waste items large and small. We will collect mixed general waste as well as Hazardous wastes such as TV’s, monitors, fridges, and Cement Bonded Asbestos. House clearance? Warehouse clearance? Site clearance? We take care of everything including separating recyclable waste, arranging extra staff for larger sites, providing the appropriate collection vehicles and locking up at the end of the job. Site Clearance: Our professional approach allows us to provide the highest standard of service with a rapid response to all enquiries. Since the introduction of new legislation in 2008 plasterboard and gypsum based products can no longer be sent to landfill and must be recycled. Cox Skips have the solution to your plasterboard and other gypsum based products recycling needs. We provide a separate collection of all plasterboard products. All plasterboard waste is broken down and recycled back into plasterboard products providing a “closed loop” solution for all of our customers. For further information contact us on 01342 715978. We can assist with planning the process for on site segregation to ensure that 100% of the plasterboard waste produced is recycled. Our specialist team can be contacted for further advice. Waste transfer and Recycling facility Summer opening times: Monday to Friday: 07:15 – 16:30 (last tip 16:30) | Saturday: 07.15 – 11:00 (last tip 11:00) | Sunday: Closed

Dashboard User Guide

This document was created in MY Compliance Management on 24/06/2025 14:10:07

Choose a Section

NEW Support Webinar's for 2025!

FAQs - Main Dashboard & Mobile Apps

Onboarding Support

Housekeeping User Permissions Guide

Account Administrator Induction Guide - How to set-up and manage your System & Users

How to create a User Group

How to Hide and Show Modules

How to manage Email Preferences

How to set-up Two Factor Authentication (2FA)

How to set-up Single Sign On (SSO)

Standard User & Manager Induction Guide

External Access Set-Up Guide

Apps User Guide

Requirements & Legal Register Customer Support Webinar

Assets Manager and MYAssets Mobile App Webinar - May 2024

Training Manager Webinar - May 2024

Training Builder and Distribution Module Webinar

Contractor Management Support Webinar - 12/02/2025

Risks and Substance Webinar - 12/03/2025

NEW Support Webinar's for 2025! Available for user levels: Account Adminstrator Manager

We have now launched Support Webinars for 2025. These webinars will focus on independent modules across the MY Compliance Management system, where you can learn how to set up and manage your data. We will also provide the opportunity to discuss best practice and for our customers to ask any questions and discuss how they utilise the software. From customer feedback, we have also scheduled Support Webinars for Manager Users. Please share these webinars with your Manager Level Users where they can register to learn more about each module.

https://my-compliance.co.uk/index/pages/39

We look forward to seeing you there!

FAQs - Main Dashboard & Mobile Apps

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Dashboard User Guide

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Available for user levels: Account Adminstrator

Q: How do I add a new full system user? A: Go to your name on the top right-hand of your Dashboard > Click ‘Manage Users’ > ‘Add New User’. Top Tip: If your new user is already a Trainee in your Training Manager Module, then our recommendation is to view their training record and click ‘Convert to User’. This will ensure that no duplicates of the same user are created within your MY Compliance Management Account.

Q: How do I get access or a copy of my invoice? A: If you are a monthly customer, you should be able to access your invoices by going to your name > Account. If you are an annual customer, you can request a copy of your invoice from your Customer Support Manager.

Q: What’s the difference between an Account Administrator, a Manager, a Standard User and a Banned user? A: Account Administrators can see everything and do everything in the system. They are your top-level user

Managers are your mid-level user. They can create and edit records but cannot delete records that aren’t in their name.

Standard Users can only see records they have created, and records that have been assigned to them.

If you state a user as ‘Banned’, this will block their login credentials. All records they have created or were assigned will remain in their name.

Top Tip: You can access the User Permissions Guide by going to ‘Manage Users’ > ‘Add New User’ > ‘View User Permissions’.

Q: What happens if I delete a full system user? A: If you remove a full system user from your account, all records will remain in their name, however they will simply no longer have access to their log-in credentials. This also frees up a full system user licence from your allocated amount, based on your subscription.

Q: I have used my allocation of full system users, can I purchase more? A: If you have used your allocation of full system users, contact your Customer Support Manager and we can provide you with a quote for an additional amount of users.

Q: What is a User Group? A: A User Group is where you can lock a Register or Record down and assign a group of users to have access to this. You can also use these for Action Groups if you wish to grant access to a group of users to view this information.

Q: How can I manage how often I receive system notification? A: You can manage your email preference by going to your name on the top right-hand corner of your Dashboard > Account > Options > Email Preference – here, you can select whether to receive notifications as soon as a record has been created, or you can opt to receive these notifications in just one daily email.

Q: I want my Managers and Standard Users to access a limited number of modules, instead of seeing all modules, how do I do this? A: Go to your name in the top right-hand corner of your Dashboard > Account > Options > Hide/Show Modules.

Q: How do I reset a user’s password? A: Go to your name in the top right-hand corner of your Dashboard > Click ‘Manage Users’ > Search for the user and click the ‘Key’ icon – this will send the user a new password to access their account.

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Dashboard User Guide

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Q: I need to change a users’ Username to match their email address, how do I do this? A: Contact your Customer Support Manager and MY Compliance Management can change this for you.

Q: I want to set up and roll out a new module, are there Training Videos on how to get started? A: We have created a page where you can access training videos for each module, which will teach you how to set up and manage the data within your system. Go to the ‘Help?’ page located within your Main Dashboard > Click article 2 ‘Onboarding Support’ > Click the hyperlink provided on this page and register/log in to our Training Suite.

You can also reach out to your dedicated Customer Support Manager.

Q: How do I know how much data has been used within my account? A: Go to your name in the top right-hand corner of your main Dashboard > click Account. You will be able to see your ‘File Storage Used’ on this page. Top Tip: If you have used your allocated amount of data, please contact your Customer Support Manager and we can extend your data usage. We charge £100 per 5GB of data, and this will be added to your annual subscription. Q: How can I reach out to MY Compliance Management if I require further support? A: We offer a variety of ways to communicate with us. We would suggest viewing the ‘MY Advisor’ module within your list of modules, as this will provide you with our contact details and access to our Live Chat. Top Tip: Within this module, you can also view your own ‘Support Champions’ within your company. This will normally list the Super Users who can support you in the set up and roll out of the system.

Mobile Apps

Q: What apps do you provide? A: You can download the MY Actions, MY Audits, MY Asset Manager, MY Incidents, MY Risk Assessments and MY NCR via the Google Play Store and Apple Store.

Q: What device version supports the apps? A: Our apps support Android 13 and IOS 13 versions, and above.

Q: My App isn’t uploading my records, even though I have completed all required fields. How do I upload these? A: We make updates to our Apps regularly, to ensure they comply with the latest versions. When an update has been deployed, this creates a new version of the app. We recommend resetting the data within your App which will ensure the most recent update has been implemented. Top Tip: If you are unsure which version you are using, go to Settings within the App and it will state which app version you’re currently working on. In addition to this, if an Account Administrator or Manager has made changes to a record, such as an Audit Template, this will need to be re-downloaded into the app to ensure the most up to date record is being completed.

Onboarding Support Available for user levels: Account Adminstrator Manager Are you new to MY Compliance Management?

Why not take our Onboarding course to Introduce the MY Compliance Management system?

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Dashboard User Guide

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Learn how to add users, upload your logo, or how to create User Groups.

Simply register for a free account today and have access to all of our E learning for each module within the software.

Why not visit our Thinkific site here: https://myc-training.thinkific.com/ Why not take our course on Housekeeping and an Introduction to MY Compliance Management: Link to Introduction Course

Housekeeping User Permissions Guide Available for user levels: Account Adminstrator

To view the full User Permissions Guide, please go to Your name > Manage Users > Add New User > Click the link that states 'View User Permissions'. You can also view the Permissions Guide within the 'Help?' section located in each Module.

Account Administrator Induction Guide - How to set-up and manage your System & Users

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Dashboard User Guide

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Available for user levels: Account Adminstrator

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Dashboard User Guide

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How to create a User Group Available for user levels: Account Adminstrator

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Dashboard User Guide

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How to Hide and Show Modules Available for user levels: Account Adminstrator

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Dashboard User Guide

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How to manage Email Preferences Available for user levels: Account Adminstrator

How to set-up Two Factor Authentication (2FA) Available for user levels: Account Adminstrator

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Dashboard User Guide

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How to set-up Single Sign On (SSO) Available for user levels: Account Adminstrator

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Dashboard User Guide

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Standard User & Manager Induction Guide Available for user levels: Account Adminstrator Manager Standard User

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Dashboard User Guide

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Dashboard User Guide

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External Access Set-Up Guide Available for user levels: Account Adminstrator

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Dashboard User Guide

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Dashboard User Guide

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Dashboard User Guide

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Dashboard User Guide

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Apps User Guide Available for user levels: Account Adminstrator Manager Standard User

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Dashboard User Guide

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Dashboard User Guide

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Dashboard User Guide

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Dashboard User Guide

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Requirements & Legal Register Customer Support Webinar Available for user levels: Account Adminstrator

Join our Customer Support Team as Alistair takes you through the Requirements Module and Legal Register.

Assets Manager and MYAssets Mobile App Webinar - May 2024 Available for user levels: Account Adminstrator Manager

Please see our most recent webinar on the Assets Manager and MY Assets mobile app.

If you have any questions or queries please do reach out to your Customer Support Manager on 01726 216996.

Training Manager Webinar - May 2024 Available for user levels: Account Adminstrator Manager

This webinar was delivered by our Customer Support Team to show the benefits of the Training Manager module and hear from some of our customers using this module.

Training Builder and Distribution Module Webinar Available for user levels:

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Dashboard User Guide

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Account Adminstrator

We are delighted to announce the release of our new Training Builder feature and Distribution module.

Please watch the attached video.

You can purchase this package on your renewal for £500+VAT.

Contractor Management Support Webinar - 12/02/2025 Available for user levels: Account Adminstrator

Please see our most recent Customer Support Webinar delivered by our Support Team.

Risks and Substance Webinar - 12/03/2025 Available for user levels: Account Adminstrator

Watch our recent Support Webinar on Risk Assessments for 12th March 2025.

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Actions User Guide

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Choose a Section

FAQs - Actions Module

Onboarding - Actions Module

Actions Module Overview

Actions User Permissions Guide

Creating Action Groups

Creating Custom Fields

Creating and Assigning an Action

Managing Actions

Actions Custom Reporting

Actions Additional Functions

MY Actions Mobile App guide

Actions Best Practise Webinar

FAQs - Actions Module Available for user levels: Account Adminstrator

Q: What is an Action Group? A: An action group allows you to categorise your actions. For example, you could have an Action Group for Incident related Actions, or for sensitive information such as GDPR. When creating an Action Group, you can make this group ‘Private’ which will allow you to select a group of users who can have access to these Actions.

Q: How do I schedule an Action to repeat on a regular basis? (e.g. weekly fire inspections). A: When raising a new Action and setting the due date, next to this option you can click ‘Schedule this Action’. This will then ask you to state how often you want to repeat the action and it will be added to your Action Schedule.

Q: When raising an Action, what does ‘Escalate To’ mean? A: ‘Escalate To’ allows you to set another User as the Action Assignee, as well as the original Assignee. This is useful for when the Action becomes ‘Overdue’, as the ‘Escalate To’ will receive a system notification to inform them.

Some customers will assign the action and then state the ‘Escalate To’ as the Assignee’s Manager, for example.

Q: How can I customise the fields that appear within an Action Form? A: By creating an Action Group, this will allow you to customise what fields you wish to show when this group is selected. To create your custom fields, go to your Actions Module > Options > Manage Fields. Here, you can build your fields and select which Action Group these are relevant for.

Q: How can I force an eSignature when completing an Action?

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Actions User Guide

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A: You can force an eSignature, and a completion note, when completing an Action by creating an Action Group. An Action Group allows you to organise your Actions based on the type of action, for example. Here, you have the option to force an eSignature and completion note.

Go to your Actions Module > Action Groups > Manage Action Groups > + Add Action Group and select ‘Require Completion Note and/or Require Signature’.

When a full system user raises an action, simply select the Action Group to enforce the sign-off requirements.

Onboarding - Actions Module Available for user levels: Account Adminstrator Manager

Are you new to the Actions Module?

Why not take our Onboarding course to fully embed yourself into the Actions Module?

Learn how to build your Action Groups, Custom Fields and Scheduling Actions and even how to manage them on a day to day basis.

Simply register for a free account today and have access to all of our E learning for each module within the software.

You can access this here: Link to Actions Training Here

Actions Module Overview Available for user levels: Account Adminstrator Manager Standard User

With our Action module you can take control of your workplace by tracking all actions and tasks assigned to any user, keeping your workforce engaged and staying on top of your compliance.

With our action module you can:

Take control of your workforce by setting tasks/actions Categorise your actions into groups for clearer reporting Set an Action ‘On the go’ with our mobile app MYActions Hold colleagues accountable with our full history overview Automatically escalate an action if it’s not completed on time Customise your form to allow for better recording and reporting using our custom fields. Identify trends using our custom report tool to drive improvement Link actions across most modules for example; back to your ISO internal audit, Incident report and the NCR process.

From simple task setting to investigating Incidents our Actions module can be tailored to your business to ensure your holding your colleagues accountable. Our Action dashboards provide clear easy to read displays showing what, when and who currently has open or overdue actions. Email notifications and on-screen alerts on action creation so you can be sure they are seen and then completed as requested, keeping history logs are kept for compliance.

Add a document/image on creation or prior to completion, you can even make it mandatory to add a note when it’s completed.

Did you know? All actions can be recorded easily with our versatile new mobile app MY Actions included as part of the subscription.

Actions User Permissions Guide Available for user levels: Account Adminstrator Manager Standard User

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Actions User Guide

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Creating Action Groups Available for user levels: Account Adminstrator

Creating Custom Fields Available for user levels: Account Adminstrator

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Actions User Guide

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Creating and Assigning an Action Available for user levels: Account Adminstrator Manager Standard User

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Actions User Guide

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Managing Actions Available for user levels: Account Adminstrator Manager Standard User

Actions Custom Reporting Available for user levels: Account Adminstrator Manager

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Actions User Guide

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Actions Additional Functions Available for user levels: Account Adminstrator Manager Standard User

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Actions User Guide

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MY Actions Mobile App guide Available for user levels: Account Adminstrator Manager Standard User

Welcome to the MY Actions mobile app help guide. We designed the app to encourage our clients to be able to raise actions 'on the go'. While doing your daily walks you are able to set actions for individuals, take a photo and send it straight over the to the individual. As with all of our mobile apps, the MY Actions app is available to run offline also. Please see the below links to be able to download our app. Apple Device: https://apps.apple.com/gb/app/my-actions/id1456126383 Android Device: https://play.google.com/store/apps/details?id=co.uk.mycompliance.actions Or have a go at scanning the QR code for our app below:

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Actions User Guide

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The actions module is a stand-alone module in the system, which is used for creating task-based actions, but it also integrates with different modules throughout the system for example: NCR’s, Audits and incidents.

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Actions User Guide

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Actions Best Practise Webinar Available for user levels: Account Adminstrator Manager

Did you miss our recent Webinar on the Actions Module?

Take a look at the below video on how you can make the most out of your Actions Module. Understand more about Action Groups and how they can be used to maximise your use with the module.

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Aspects User Guide

This document was created in MY Compliance Management on 24/06/2025 14:14:13

Choose a Section

FAQs - Aspects Module

Onboarding - Aspects Module

Aspects Module Overview

Aspects User Permissions Guide

Creating Aspect Registers

Creating and managing your Significance Ratings.

Creating Chapters

Creating your Custom Fields for your Aspects

Creating an Aspect

Support Webinar

FAQs - Aspects Module Available for user levels: Account Adminstrator

Q: What is the Aspects Module used for? A: The purpose of this module is to store and manage your Environmental Aspects and Impacts. Our customers will use this module if they are ISO 14001 accredited or working towards this.

Q: Can I archive an Aspects Register? A: Yes – Located within your Aspects Module, go to ‘Options’ and select ‘View all Registers’. Next to the Register you wish to archive, click the red ‘folder’ icon. This will remove the Aspects from your active records but keep an archived copy to refer to later, if needed.

Onboarding - Aspects Module Available for user levels: Account Adminstrator Manager

Are you new to the Aspects Manager?

Why not take our Onboarding course to fully embed yourself into the Aspects Module?

Learn how to build your registers, Chapters and Aspects and even how to manage them on a day to day basis.

Simply register for a free account today and have access to all of our E learning for each module within the software.

Link to Aspects Module

Aspects Module Overview Available for user levels:

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Aspects User Guide

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Account Adminstrator Manager Standard User

As part of your commitment to ISO 14001, or as a company aware of your responsibilities to reducing your environmental impact you will have some form of Aspects register. With MY Compliance Management you can manage all your environmental aspects, monitoring significance and impact in order to reduce them over time. The Environmental Aspects and Impacts module enables organisations to identify, assess, rank, and track significant environmental aspects and impacts while providing quantifiable significance scoring calculated for each aspect/impact combination. The module systematically walks users through the identification of environmental aspects and enables them to easily manage their listings of aspects and impacts. Significant aspects are easily identified by score and are viewable online, anywhere and anytime you need them. Navigating through registers of aspects and impacts is easy and can be done by searching by keyword as well as sorting by any data field. There is no limit on the number of registers you can have, you can copy an existing register for a new project and archive them on completion. Always maintaining the data ready for an audit. Create your auditable aspects register(s) now. With our software there is no restriction to the number you can have, and ensure you fully comply with your ISO 14001 requirements.

Aspects User Permissions Guide Available for user levels: Account Adminstrator Manager Standard User

Creating Aspect Registers Available for user levels: Account Adminstrator Manager

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Aspects User Guide

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Creating and managing your Significance Ratings. Available for user levels: Account Adminstrator

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Aspects User Guide

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Creating Chapters Available for user levels: Account Adminstrator Manager

Creating your Custom Fields for your Aspects Available for user levels: Account Adminstrator

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Aspects User Guide

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Creating an Aspect Available for user levels: Account Adminstrator Manager

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Aspects User Guide

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Support Webinar Available for user levels: Account Adminstrator Manager

MY Compliance Management have now released our brand new update to the Aspects Module with the following features released: V1.11.5 - 18/07/2020 Aspects New features: New Feature: Create custom scoring New Feature: Assign custom scoring to different registers New Feature: Custom Fields on aspects New Feature: Un-archive a register Enhancements: Enhancement: Improved ranking of aspects Enhancement: Improved adding associated legislation Enhancement: Improved full register view Enhancement: WYSIWYG on aspects register definition

Please take a look at our webinar and if you'd like some further support on setting the Aspects module up please do contact your Customer Support Team.

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Assets User Guide

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Choose a Section

FAQs - Assets Module

Onboarding - Assets Manager Training

Assets Overview

Assets User Permissions Guide

Setting up the Assets Manager Module

Setting up Asset Custom Fields

Creating an Asset

Managing Asset Requirements

Asset Dashboard

Asset Custom Reports

Asset Manager External User Access

MY Asset Manager App Guide

Support Webinar

FAQs - Assets Module Available for user levels: Account Adminstrator

Q: How can I allocate a QR Code for my Assets? A: Within your Asset Manager Module, once you have created your Register(s), go to Options > View all Registers > next to the Register, click the ‘person’ icon and select ‘Turn On External Access.

This will provide you with a Register QR Code as well as individual QR Codes for each asset within the Register.

Top Tip: You can print these QR Codes and attach to your physical Assets to allow your staff and visitors access to the compliance requirements. When activating your QR Codes, click ‘Export Asset QR Codes’ for a full list of these.

Onboarding - Assets Manager Training Available for user levels: Account Adminstrator Manager Are you new to the Assets Manager?

Why not take our Onboarding course to fully embed yourself into the Assets Manager.

Learn how to build your registers, types and Assets and even how to manage them on a day to day basis.

Simply register for a free account today and have access to all of our E learning for each module within the software.

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Assets User Guide

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Link to Assets Training

Assets Overview Available for user levels: Account Adminstrator Manager Standard User

Our Asset module is designed to make your life easier. In our system you can have unlimited amounts of assets with the ability to separate them by type or by register.

Within our asset module you can:

Have all your information in one place using our registers Award your Asset the latest requirements storing your certificates against the Asset making you compliant Set automated custom reminders to save you 100’s of man hours in updating and chasing your requirements. Ensure you can delegate by assigning your assets and alerts to your managers using our user groups! Run customised audits on your assets awarding everything in one place and showing best compliance practice!

Assets User Permissions Guide Available for user levels: Account Adminstrator Manager Standard User

Setting up the Assets Manager Module Available for user levels: Account Adminstrator Manager

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Assets User Guide

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Assets User Guide

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Setting up Asset Custom Fields Available for user levels: Account Adminstrator

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Assets User Guide

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Creating an Asset Available for user levels: Account Adminstrator Manager Standard User

Managing Asset Requirements Available for user levels: Account Adminstrator Manager Standard User

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Assets User Guide

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Asset Dashboard Available for user levels: Account Adminstrator Manager Standard User

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Assets User Guide

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Asset Custom Reports Available for user levels: Account Adminstrator Manager

Asset Manager External User Access Available for user levels: Account Adminstrator Manager

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Assets User Guide

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MY Asset Manager App Guide Available for user levels: Account Adminstrator Manager Standard User

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Assets User Guide

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Support Webinar Available for user levels: Account Adminstrator Manager

Taking you through the new Updates our Support Team take you through the new and improved Assets Manager module and give you an insight into what you can do with this module.

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Contractors User Guide

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Choose a Section

FAQs - Contractor Management Module

Onboarding - Contractor Management Training

Contractor Management Overview

Contractor Management User Permissions Guide

Creating Services and Requirements

Creating Contractor Custom Fields

Creating and Managing a Contractor

Contractor Management Additional Functionality

Track and Manage a Contractor's Training Requirements

Contractor Management Customer Support Webinar

FAQs - Contractor Management Module Available for user levels: Account Adminstrator

Q: Can I manage who gets alerts for Contractor related Requirements? A: Yes – you can manage the alerts for Contractors by going to the Contractor Management Module > Options > Alert Settings. Here, you can assign a group to receive these alerts.

Q: Where can I store my contractor’s training requirements? A: You can create your Contractor as a Trainee within your Training Manager Module. When you create your contractor, they will appear as a Site/Department within your Training Module. Once you have added your Contractor as a Trainee and stated the Site/Department as the Contractor/Company, this will link to your contractor record within your Contractor Management Module.

Onboarding - Contractor Management Training Available for user levels: Account Adminstrator Manager Are you new to the Contractor Management Module?

Why not take our Onboarding course to fully embed yourself into the Contractor Management Module?

Learn how to build your Contractors, Services and Requirements and even how to manage your Contractors on a day to day basis.

Simply register for a free account today and have access to all of our E learning for each module within the software.

Link to Contractor Management Module

Contractor Management Overview

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Contractors User Guide

This document was created in MY Compliance Management on 24/06/2025 14:16:07

Available for user levels: Account Adminstrator Manager Standard User

Keeping track of all of contractors, suppliers and vendors compliance can be an uphill struggle sometimes especially as each one may have 5, 10, 20 requirements each. These could include various insurance certificates, training documents, RAMS, licenses and a whole host more, each of these having its own expiry date.

This amount of information can quickly lead to outdated documents and missed expiry dates, which could lead to severe repercussions in the worst cases.

MY Compliance Management provides a simple tool to track all compliance requirements that your contractors, suppliers and vendors may have, sending email reminders and expiry alerts to selected users prompting them to take action. Create your contractors and assign them any requirements they need, set expiry and custom reminder dates against each requirement, then upload the document. Allocate ‘Services’ to your contractors for easy sorting and identification.

Our Contractor module offers;

Traffic light overview system to display compliance has been achieved Add new and manage document history for each requirement Email notification for reminders and expiry dates Unlimited incident/accident entries

Did you know? You can create your own assessment criteria to score your contractors, suppliers and vendors allowing you to monitor KPI’s and performance over time.

Contractor Management User Permissions Guide Available for user levels: Account Adminstrator Manager Standard User

Creating Services and Requirements Available for user levels:

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Contractors User Guide

This document was created in MY Compliance Management on 24/06/2025 14:16:07

Account Adminstrator Manager

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Contractors User Guide

This document was created in MY Compliance Management on 24/06/2025 14:16:07

Creating Contractor Custom Fields Available for user levels: Account Adminstrator Manager

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Contractors User Guide

This document was created in MY Compliance Management on 24/06/2025 14:16:07

Creating and Managing a Contractor Available for user levels: Account Adminstrator Manager

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Contractors User Guide

This document was created in MY Compliance Management on 24/06/2025 14:16:07

Contractor Management Additional Functionality Available for user levels: Account Adminstrator Manager

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Contractors User Guide

This document was created in MY Compliance Management on 24/06/2025 14:16:07

Track and Manage a Contractor's Training Requirements Available for user levels: Account Adminstrator Manager

Contractor Management Customer Support Webinar Available for user levels: Account Adminstrator Manager

Please take a look at our latest webinar which takes you through the Contractor Management Module and gives you an introduction to the features available.

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