Configuring Compliance Rules

Go to your Navigation Toolbar, and scroll down to Configuration.

Click "Comply"

Click "Comply Rules"

You can view the rules that are set for each position/ job. In this example, we will explore the "CDL DOT Position" rules. Click on the job.

This example displays the rules for all of those who are labeled in my demo site who have the job position of "CDL DOT." This is how compliance is tracked in the system.

Those team members who have the CDL DOT job position are required to have all of the records that are labeled below.

In this screen, you can see that Medical Card, Application and MVR are required records for this job position. If one or more of those record types is missing or expired, then the driver will be listed in one or more of the compliance categories, such as: Out of Compliance Records, Out of Compliance Drivers, Missing Records or Do Not Dispatch.

You can remove record types to remove them from compliance tracking.