How compliance works
Understand requirements, rules, standings and when CareComplete works compliance out.
Compliance in CareComplete tracks what each employee or client must have on file, such as a background check, a TB test or a signed service agreement. You set it up once, and CareComplete keeps track of who is due, who is overdue and who is current.
Requirements and rules
A requirement is one thing people must have, such as "HCA certification". Each requirement is for either employees or clients, and that choice never changes.
Each requirement has one or more rules. A rule says three things:
- Applies to: who it is for, such as anyone in a certain position or with a certain skill. A rule with nothing here applies to everyone active.
- First due date: when it is first due, such as within 90 days of the hire date, or before the first visit.
- Satisfied by: what meets it, such as an active document of a certain type, hours of training, or a skill.
Each rule works out a due date on its own. When a requirement has several rules, the most generous due date wins.
Requirements and rules are kept in Settings, under Compliance Rules. You need compliance administration access to change them.
When compliance is worked out
CareComplete works out everyone's compliance each night. A change you make, such as filing a new document or editing a rule, shows after the next nightly run.
If you don't want to wait, use Recalculate:
- On the Compliance list, Recalculate works out every employee again now.
- On a person's Compliance tab, or in a requirement's side panel, Recalculate works out just that person.
Each result shows As of, the time it was last worked out.
What each standing means
- Overdue: the due date has passed and it is not met.
- Due soon: due today or within 30 days. It may be met and about to lapse, or not yet met.
- Pending: not met yet, but still inside the time allowed.
- Missing: not met, and there is no date to count a due date from.
- Current: met, and not due again within 30 days.
- Exempt: the person has been exempted from it.
Standings move with the calendar on their own. A due date passing changes a requirement to Overdue without waiting for a run.
