Getting Started with Geoforce Compliance
Getting up and running with Geoforce Compliance involves the following steps:
- Add Geoforce Compliance to your Geoforce product suite
- Grant users roles and permissions within Geoforce Compliance
- Define a Compliance Policy
- Upload your current compliance documentation
- Start managing your assets into compliance with your new policy!
Add Geoforce Compliance to your Geoforce Product Suite
Geoforce Compliance is a separate product that, once enabled, appears as a seamless part of the overall Geoforce product suite under the “Compliance” tab. As an existing customer, you can contact your Sales Representative, Account Support Representative, or email firstname.lastname@example.org to enable the Geoforce Compliance product.
Assets managed in Geoforce are shared with the Geoforce Compliance product on a group-by-group basis.
Grant users roles and permissions within Geoforce Compliance
The compliance function within an organization often brings new users to the Geoforce Product Suite but not all of those new users want or need access to the full functionality of Geoforce. For this reason, roles and permissions within the Geoforce Compliance product are entirely separate from roles and permissions for the rest of the Geoforce Product Suite.
For example, an Admin within the Geoforce suite can have no access to Compliance, access as a Compliance read only user, or as a full Compliance Administrator. The reverse is true as well — a Compliance Administrator may be a read-only user within the wider Geoforce product suite.
See User Setup and Configuration for more information on setting up users in the Compliance product and granting them roles and permissions.
Define a Compliance Policy
Once the Geoforce Compliance Product is enabled and you have at least one user in the Compliance Administrator role you can define a Compliance Policy.
See What is Compliance Policy? and Managing Compliance Policies for more details on what compliance policies are and how you can create and manage them over time.
Upload your current compliance documentation
With a Compliance Policy in place the good news is you now have defined compliance requirements for all of your assets… the bad news is that none of your assets appear to be in compliance with that Policy.
To bring Geoforce Compliance up-to-date on the compliance status of an asset you:
- upload a certification document to Geoforce Compliance for that asset
- apply the tests covered by that certification and the date of testing.
To do that however you will probably want one or more users in the role of Compliance Technician. Compliance Technicians can view the status of existing assets in Geoforce Compliance and upload new certification documents as testing results come in.
Starting managing your assets into compliance!
At this stage you’ve got your assets shared with Geoforce Compliance, you’ve got a compliance policy defined, and you’ve got Compliance Technicians uploading existing certification documents to bring Geoforce Compliance fully up-to-date.
Your next step is to share what you’ve got with two important users — your Compliance Manager and with Operations personnel.
Compliance Managers are responsible for understanding the compliance status of your existing equipment and keeping it in compliance. Geoforce Compliance gives them the information they need to find, for example, all Baskets that require Load Testing in the next two weeks. You can create users with the Compliance Manager role as described in User Setup and Configuration.
Operations personnel don’t actively manage the compliance status of equipment but they are the lucky recipients of that status. Users in the Compliance Operations role have read-only access to compliance status and can quickly find, for example, the 20 Tanks they need for a job with at least 6 months of compliance left. Create users with the Compliance Operations role as described in User Setup and Configuration.