{"schema":"exacc.help.page/1","url":"https://exacc.au/help/compliance-records/","title":"Record compliance checks","description":"Record that a contact, staff member or your business is compliant, when it was checked and until when, and see what is expiring on the dashboard.","category":"Compliance","summary":"Open **Business › Compliance** and click **New Record**. **Select Type**, choose who it is for, set the **Status**, and log the check: **Checked on**, **Checked by**, **Checked via** and **Compliant until** (worked out from the type). The **Compliance - records dashboard** shows every record with its expiry and days left.","lastVerified":"2026-10-10","apps":["app"],"processIds":[],"start":{"label":"Open the Compliance dashboard","url":"https://app.exacc.au/{dbId}/compli"},"menuPath":["Business","Contacts","Compliance"],"before":["A compliance type (see **Set up what to track**)."],"steps":[{"step":1,"title":"Add a record","body":["Open **Business › Compliance** (**Compliance - records dashboard**) and click **New Record**:"],"url":"https://app.exacc.au/{dbId}/compli/record/new","fields":[{"name":"Select Type and who it is for","help":"the item and the contact, user or employee.","required":true},{"name":"Status","help":"**Permanently compliant**, **Compliant until expiration date** or **Not compliant**.","required":true},{"name":"Checked on, Checked by, Checked via","help":"when, by whom and how (by e-mail, video-link, in person) you checked the evidence. Required unless the status is Not compliant."},{"name":"Compliant until","help":"worked out from the type's cycle; change it to the date on the certificate."},{"name":"Note","help":"e.g. the policy number."}],"image":"https://exacc.au/help/compliance-records/step-1.png"},{"step":2,"title":"Keep it up to date","body":["When a renewal arrives, open the record and add a new check: the status and expiry update. The dashboard shows each record's **Expiry** and the **Days** left; **Go to Target** opens the contact or user."]}],"sections":[{"heading":"Records for your own business","body":["Records for \"This Business\" cannot be saved yet. Track your own insurances as records against your business's contact for now."]}],"related":["https://exacc.au/help/compliance-types/","https://exacc.au/help/manage-contacts/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}