Templates and mapping – Support Hub

The steps below will allow Super Users to add a compliance template to your QUOODA® System and map compliance rules to an asset

Compliance templates contain a list of compliance rules which are applicable for certain standards, (e.g., Health & Safety Template, Fire Safety template, Staff training records) all of which can be added and amended by Super Users. As a Super User, you will be responsible for ensuring that the correct compliance rules are mapped to both the correct template and asset.

Step 1. Click on Settings > Compliance > Compliance Templates

Step 2. Add New or Select Document Compliance Template

If your compliance template has previously been created, select it within the table to open it and proceed to Step 4.

To add a new compliance template, click ’Add New +’.

Once the template module has opened, fill in the fields within the Details tab accordingly. Please note, that the below fields are mandatory:

Template Name
Compliance Type - The drop-down selection that you require will only display if you have created the corresponding compliance type. – We explain how to do this on the creating a RAG grid help page

Step 3. Save the new template

There are 3 options available to do this:

Save – This will create the new document compliance template but stay on the same screen so you can make further amendments
Save & Close – This will create the new document compliance template and close the add new document compliance template window
Save & New – This will create the new document compliance template and then open a fresh Add document compliance template window so you can create another template. This is particularly effective when adding multiple document compliance templates as this will reduce clicking times.

Step 4. Add compliance rules to the template

If your compliance rules have previously been added to the template and it does not require amendments, please proceed to step 5.

Now that you have the required template, you will need to add the compliance rules to the template.

Please note: If the rule is not available, please add it first- How to add compliance rules.

Click on your template to amend
Click on the ‘Compliance’ tab.
Click ’Add Compliance’
Search for your compliance rule and click to select
Once the required rule(s) have been selected. Click ‘Save’

TOP TIP - You can reorder RAG grid rules to ensure those most crucial to your business are prioritised.

Step 5. Add Assets to the template

If your property has already been mapped, proceed to step 6.

If you would like to add sub assets to your compliance grid please see the following article

With the compliance rules now in place, you can now map these to an asset.

Please note: If the asset is not available, please add it first - Adding a new property .

Within the compliance template, click on the ‘Mapping‘ tab
Click on ‘Add New Mapping’
Select the entity type you wish to add, e.g. 'Properties'.
Search for your property and click to select. (A tick on display will confirm selection was successful)
Close this window once the property is selected. You will now return to the mapping tab and your property will display in the grid

TOP TIP – When you select a new property in this step all of the compliance rules you have within the template are automatically mapped. You would then need to uncheck all of those you don’t need. If you only need one (or a few) rules to be mapped, click one of those rules in the ‘Your compliance rules’ table before you complete this step. Only the highlighted rule will be mapped.

Step 6. Map rules to assets

Click on the property that you are making compliance amendments to from the table on the right-hand side of the screen.
Tick/untick the compliance rules that are applicable to that asset from the list on the left-hand side of the screen.

Step 7. Save mapping amendments

When compliance rules have been mapped, you can now save your updates.