Managing Compliance Tracks

Compliance Tracks define the requirements that apply to different categories of team members. This guide explains how to create, configure, and assign tracks.

Understanding Compliance Tracks

A Compliance Track is a collection of requirements that “stack” onto a member. Examples:

Track	Requirements	Assigned To
Core Member	Background Check, CPR, Policy Acknowledgement	All members
Armed (Civilian)	+ Firearms Qualification, Range Training, Liability Waiver	Civilian armed members
Armed (LEO)	+ Proof of LEO Status, Training Record	Law enforcement members
Onboarding	Questionnaire, Interview, Background Check	New applicants

Accessing Compliance Configuration

1. Navigate to Admin in the sidebar.
2. Click on Compliance or Compliance Tracks.
3. The configuration screen shows all tracks and their requirements.

Track Components

Each track contains:

Component	Description
Track Name	Descriptive name (e.g., “Civilian Armed”)
Requirements	List of compliance items in this track
Auto-Assign Rules	Optional: Auto-apply based on role

Requirement Types

Tracks can include various requirement types:

Type	Description	Verification
Document	Uploaded proof (certificate, license)	File upload
Certification	Training completion with expiration	Date entry
Questionnaire	Form responses	Survey completion
Verification	Manual leadership confirmation	Admin marks complete
Policy	Policy document acknowledgement	Signature

Creating a New Track

1. Click Add Track (or the + button).
2. Enter the track name and description.
3. Add requirements to the track.
4. Configure auto-assign rules (optional).
5. Click Save.

Adding Requirements to a Track

1. Open the track for editing.
2. Click Add Requirement.
3. Configure the requirement:

Field	Required	Description
Name	✅ Yes	Display name (e.g., “Background Check”)
Type	✅ Yes	Document, Certification, etc.
Renewal Period	Optional	Months until expiration (0 = never expires)
Description	Optional	Instructions for the member
Blocking	Optional	Whether this blocks readiness if missing

4. Save the requirement.

Assigning Tracks to Members

Tracks can be assigned:

Manually

1. Open a member’s profile.
2. Navigate to the Compliance section.
3. Click Manage Tracks.
4. Add or remove tracks.
5. Save.

Automatically

Configure auto-assign rules to apply tracks based on:

• Global Role (e.g., all “Members” get “Core Member” track)
• Account Status (e.g., “Applicant” status gets “Onboarding” track)

Expiration Logic

Requirements with renewal periods:

1. Valid — Current and not expiring soon.
2. Expiring — Within 30 days of expiration (Yellow indicator).
3. Expired — Past expiration date (Orange indicator).
4. Missing — Never uploaded/completed (Orange indicator).

Best Practices

• Layer Tracks — Use a base track for all members, add specialized tracks for subgroups.
• Clear Names — Make requirement names self-explanatory.
• Realistic Periods — Set renewal periods that match real-world requirements.
• Document Changes — Keep notes when modifying track configurations.
• Test First — Assign a new track to yourself or a test account before broad rollout.

Common Configurations

Church Safety Team Example

Track	Auto-Assign	Requirements
Core Member	Role = Member	Background Check (24mo), CPR (24mo), Core Policies
Armed Civilian	Manual	Firearms Qual (12mo), Range Training (12mo), Armed Policy
Squad Lead	Role = Squad Lead	Leadership Training
Onboarding	Status = Applicant	Questionnaire, Interview, Background Check

See Also

• Admin Panel Overview — Other admin functions.
• Compliance Tracking — Member-facing compliance guide.