Use cases: I want to:
Define automated rulesets to enforce which specific document types are required before a record can be approved or moved forward.
Manage and edit existing rulesets to easily adapt to changing industry regulations or internal company policies.
Export and import rulesets to quickly standardise compliance requirements across multiple workspaces or share them with partner organisations.
By configuring automated rulesets in Interu, you can dictate exactly which document types are mandatory for specific scenarios (e.g., requiring a "Harvesting Permit" document type whenever a forest location in Malaysia is created).
Follow the guides below to build, maintain, and share your document requirement rulesets.
1. Build Your Compliance Rulesets
Start by defining the exact conditions and requirements for your documents. This ensures your team knows exactly what evidence needs to be attached to your data records.
Create Rulesets: Learn how to build a new ruleset from scratch. This guide will walk you through setting the conditional triggers and defining the required document types that must be met for a record to be compliant.
2. Maintain and Update Rulesets
As your business operations scale or industry regulations shift, your compliance requirements will naturally evolve.
Manage Rulesets: Discover how to oversee your active rules. This guide explains how to view, edit, enable, disable, or delete existing rulesets to keep your workspace's compliance engine up to date.
3. Standardise Rulesets Across Workspaces
If you manage multiple Interu environments or want to share your established compliance standards with connected partners, you don't have to build your rules from scratch every time.
Export and Import Rulesets: Learn how to download your configured rulesets as a file and upload them into another workspace. This is the fastest way to enforce standardised document requirements across your entire supply chain network.