Compliance
Track every club against your compliance requirements with statuses that update themselves
- Getting started with ComplianceWhat the Compliance module does, how statuses derive themselves, and the two-step setup
- Adding compliance itemsThe three item types (forms, training, executive team), their settings, and open dates and deadlines
- Understanding compliance statusesWhat each status means, why cells aren't clickable, and how the yearly reset and compliance tags work
- Emailing clubs about complianceTargeting clubs by compliance status: one-off sends and the automatic 3-day/1-week/2-week reminder sequence
- Compliance tagsThe automatic tags the Compliance module maintains on clubs — what they mean, where they appear, and why you can't edit them