Active rulesets automatically monitor your system to ensure all connections meet your defined compliance requirements. When an Organisation, Location, or Delivery is missing mandatory documentation, the system flags it for your attention. This guide explains how to identify these compliance alerts across your dashboard, pinpoint exactly which documents are missing, and upload the required files to fulfill your ruleset criteria and clear the warnings.
Adjusting the Ruleset Scope
You can customise your dashboard view to focus only on the rulesets that matter most to your current tasks. Use the Ruleset scope dropdown located in the top right corner of the screen to filter your view (See Create Rulesets to understand different types of Rulesets).
All rulesets: This is the default view, displaying alerts and requirements for all active rulesets.
Global rulesets only: Select this option to filter your dashboard so it only displays rulesets applied globally.
Focus on specific organisations: Select this option to narrow your view to individual companies. You can use the provided search bar or check the boxes next to specific organisations in the list to tailor your view exactly to those specific rulesets only for these entities.
Check Applied Rulesets
Once a ruleset has been created and set to Active, it will immediately be used to verify Organisations, Locations or Deliveries. If you navigate to Organisations, Locations or Deliveries, you will now see the ones that do not fulfil the ruleset with an orange alert sign.
Navigating into the specific Organisations, Locations or Deliveries you can pinpoint where the alert is more specifically. Selecting the Documents tab will show you which documents are missing.
Fulfil Applied Rulesets
Uploading the type of the document required will clear the alerts. When there are multiple rulesets applied, you need to fulfil all the document types required to clear the alert.
