This feature will make short work of even your most complex compliance administration and enables customisation and management of the your compliance requirements at organisation or staff levels.
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Create a new compliance package

You can create and configure a package within a couple of clicks:

​Credentially tip: In the “Assignment Rules” field you can select the roles package that will be automatically added to for NEW staff members.

Default administrators have access to “Organisation Settings” and can create and edit new packages automatically. If you need other administrative roles to be able to add, edit, and view packages, grant them permissions in “Roles Management”.

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​Update packages at an organisation level

You can add or remove the compliance requirements for a package at any time with the option just for NEW staff members or for ALL existing staff as well:

Update a package at a staff member level

Customisation of compliance requirements at a staff member level can be beneficial in many cases.
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However, there is one case that was at the top of Credentially Clients’ requests - flexibility around DBS evidence as a compliance criterion.

DBS on Update Service OR DBS Certificate as a compliance criteria

When staying on the DBS Update Service is one of the compliance requirements for a specific role, it goes as the mandatory compliance requirement for all the Staff Members with this role. Yet now, with the Flexible Compliance Requirements, you have the flexibility to decide at the Staff Level that DBS Certificate would meet compliance requirements.

Just open a staff member profile, click on the package, and add or delete the compliance requirement.

You can see the customised history as it will show the “Customised Requirements” sign.

Credentially tip: Refresh the page after making any custom changes so the system recalculates the compliance for the staff member.

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​Checks compliance
You have the ability to add the professional checks and right to work checks to an organisational and staff member level compliance requirement. These checks affects the staff member compliance status and the system tags in the staff table.
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​Credentially tip: The history of the Right to work check, Professional registration and DBS update service is visible in the history of compliance package on the organisation and staff member levels.
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​How to manage staff documents

You can review and approve uploaded documents in the “Documents” section of the Staff member profile as normal. Once approved you will see them ticked in the package. If a document is part of the compliance requirements for more than one package, it will be automatically ticked across all packages.

Credentially tip: Check your document compliance rules, this will dictate how your overall compliance is calculated. Go to “Organisation Settings” -> “Document Types” -> “Settings”:

Other Compliance Requirements

Other compliance requirements are additional tasks or items you wish to track on a staff member's profile.

Unlike standard compliance requirements, these requirements do not expect a document or integration result in order to be fulfilled. Instead, the administrator can simply tick these as complete on the staff member's profile as each requirement is met.

To add a new 'Other Requirements' in a few simple clicks:

​'Other Requirements' are visible and actionable only to administrators, users view in their Dashboard shows as below:
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Credentially tip: Other Requirements can not be amended or removed once created, contact our support team at support@credentially if you need to update these.

General Compliance
This can be found in the top right-hand corner of the system, once you log in to Credentially.

It shows how many Signed Off users are compliant and the overall percentage of compliance within your organisation.

Package Compliance

To check the compliance of a package, go to the “Organisation Settings” -> “Compliance Requirements”. It’s a helpful tab to monitor the compliance of your core and org specific packages.

Staff Member Package Compliance

To check the compliance of your Staff Member packages, click on the staff member profile -> “Dashboard”.