Skip to main content
Visualcare lets you define compliance items that your clients and workers need to meet. These items are configured centrally in Maintenance and then flow through to individual profiles, giving you a single place to manage compliance requirements across your organisation. This page covers how to set up compliance items and templates at the organisational level. For managing compliance on individual profiles, see Client compliance and Worker compliance.

​
Client compliance items

Client compliance items are the requirements you track against each client profile. You configure the master list in Maintenance → Clients → Client Compliance, and individual items are then added to the client profile compliance tab. To add a new compliance item, click Add Compliance Item and enter the necessary details. You can edit any compliance item after it’s been added to the list. Adding a client compliance item in Maintenance

​
Linking compliance items to funding types

There are several options for linking compliance items to client profiles:
  • Link to a funding type - the compliance item is tied directly to a specific funding type
  • Add to clients by funding type - the compliance item is added to all clients with a particular funding type
  • Add to all clients - the compliance item is added to every client regardless of their funding type
If client compliance items are not linked to any funding type, all compliance items are automatically added to new client profiles when they are created.
Linking compliance items to funding types

​
Client compliance templates

Client compliance templates let you add multiple required worker compliances to the client profile preferences tab in one go. This is useful when a client has specific requirements about which worker compliance items their support workers need to hold.
1

Create the template

Go to Maintenance → Clients → Client Compliance Template. Click Add Compliance Template, enter the Template Name, and click Save.
2

Add compliance items to the template

Click Add Compliance Item, select the items from the drop-down list, and click Save.
3

Assign the template to clients

Click Add Clients, tick the clients you want to add this template to, and click Save.
The client list only displays clients who don’t already have this compliance template assigned.
Client compliance template setup showing template name, compliance items, and client assignment To remove a compliance template from clients, click Remove Clients. The list only displays clients who currently have the template assigned.

​
Worker compliance items

Worker compliance items are the requirements you track against each worker profile. You configure the master list in Maintenance → Workers → Worker Compliance, and individual items are then managed on the worker profile compliance tab. To add a compliance item, click Add Compliance Item, enter the details below, and click Save. Worker compliance item configuration showing fields and options

​
Linking compliance items to roles and types

You can link worker compliance items to a Worker Role or Worker Type. When you do this, workers assigned to that role or type automatically have the linked compliance items added when their profile is created and the role or type is selected. Alternatively, when creating a new compliance item, you can add it to all workers, or add it by role or type using the applicable button. Options for linking worker compliance items to roles, types, or all workers
Linking compliance items to worker roles is a good way to ensure new starters automatically get the right compliance requirements based on their position.

​
Running into issues?

See Compliance troubleshooting for common errors and fixes.

Client compliance

Manage compliance items on individual client profiles

Worker compliance

Manage compliance items on individual worker profiles

Client audit reports

Run compliance reports across your client base

Worker audit reports

Run compliance reports across your workforce