1) Create and Manage Business Unit Requirement
The BU requirements menu is available in Project Compliance. It allows for setting BU / Division specific requirements. Items within the BU requirements tie into relevant line items within the created pack and are manually configured. These documents are provided to your linked Service Providers in order to collect Declaration of Understanding of these documents
Note: Items created can be made mandatory to the entire BU – E.g. ALL service providers linked to projects, where the specified requirement is used, must complete all requirements. Items mandatory to selected service providers must be assigned per service provider, per project.
Navigate to the Project Compliance tab
Select BU Requirements to add a BU Requirement.
You will notice that there are already a list of default BU requirements added. If they are not applicable to you, then you do not have to add anything to them as they are not mandatory.
1.1) Add documents to these Requirements
To add documents to these requirements, select the view button.
Select the add button.
Fill in the required fields.
Note: if you select “yes” on does this requirement need to be completed at regular intervals, a secondary field will populate, whereby you need to add a value to the number of days.
Note: if you select “yes” on does this require a hazard, a secondary field will populate, whereby you need to select which hazard/s are applicable.
Note: there are various document types available for selection. Each document type will require its own specific action to be successful.
None: No document required
Upload Document: Upload the requested document template.
Document Management system: This pulls in the document from the Companies integrated document management system. E.g. Waypoint
Document URL: This requires you to add the document URL so that the document can be viewed when clicking the URL link.
Once you have filled in all the required fields, select save and the requirement will display in a list format.
1.2) Add your own custom BU Requirement
Select the add button.
Fill in the document name and select “save”.
Select the manage button to add BU requirements to the listed document.
Fill in the required fields and select save.
Your listed requirements will display as the below example