Managing worker compliance

Track and manage compliance items on a worker profile in Visualcare

The compliance tab on a worker profile shows all compliance items assigned to that worker. From here you manage start dates, track expiry dates, and monitor compliance status day to day.

Viewing compliance items

Open the worker’s profile and navigate to the Compliance tab. Compliance items flow through automatically from the Maintenance area based on your organisation’s configuration.

Each compliance item shows:

Column	Description
Description	The name of the compliance item
Start Date	When the item was completed or commenced
Alert Date	When the system sends a warning that the item is approaching expiry
Expiry Date	When the item expires and needs renewal
Required	Whether the item is mandatory

Updating compliance items

When you edit the Start Date on a compliance item, the Alert Date and Expiry Date update automatically based on the warning days and expiry days configured in Maintenance. These dates are overridable if needed.

If the Required field is ticked, the item is mandatory and needs to be completed.

Compliance and rostering

When selecting a worker for a shift, the rostering view highlights only workers who are fully compliant by default.

To see workers with expired compliance items during rostering, select the filter and click Expired.

Forms compliance

Linked forms appear under the compliance tab and in the worker compliance report.

• Click View to open a linked form
• Click Unlink to remove a form from a compliance item

Running into issues?

See Worker management troubleshooting for common errors and fixes.

Related articles

Worker compliance configuration

How compliance items flow from Maintenance to profiles

Compliance workflows and settings

Configure compliance items in Maintenance

Creating a worker profile

Set up a new worker in Visualcare