Compliance - HydroflowSF/Training GitHub Wiki

First view is on the Account page. Under the Compliance Tab we find a list of all Compliance Documents for that account.

If we go to the Service Agreement specifically we can see the details including the document date, expiry date and status. Here I'll still add fields to show if we are responsible, or only keeping a copy. Also a field to set when you need a reminder.

The Files tab shows the actual file uploaded.

Back at the Account page we can add a registration certificate

We just need to give it a type, dates and assign to the correct system and site. For items not related to a specific system, such as SWMS, we can choose any system. Currently we have to fill one in.

Since we just created the record but haven't uploaded the file yet, it's still Pending, so we'll click on the record name (CD-00004 in this case)

Under Files & Notes we can upload the Registration certificate and click the green Mark Status as Complete button. I might replace this with a button that will check if everything was filled in later.

Since we attached the document to an Account and a System, we can also look at a specific CT and see all it's document records. For now they are all in one list, but later I'll split them out into a separate list for RMP, Reg, etc.

Once we have a bit of data in, I'll be able to get started on making reports for you that show which systems do not have the correct document yet, or which ones are expired already, and which ones will 'expire' soon.