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Compliance registers in Visualcare track mandatory items like qualifications, clearances, and certifications for your workers and clients. Items flow automatically from your organisation’s compliance configuration in Maintenance, and the home dashboard KPIs flag anything that’s expired or approaching its alert date.

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Worker compliance

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Viewing worker compliance

Open a worker’s profile and go to the Compliance tab. Compliance items that apply to the worker appear here, with start dates, alert dates, and expiry dates. The Compliance tab on a worker profile showing compliance items with dates and status If you edit the start date on a compliance item, the alert and expiry dates flow through automatically. These dates can be overwritten if needed. Items marked as required are mandatory and need to be completed.

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Linking compliance items to roles

You can link compliance items to specific worker roles so that only workers assigned to those roles see the relevant items.
1

Set up roles

Go to Maintenance → Worker → Worker Roles and click Add Role to create the roles your organisation uses.Adding a new worker role in Maintenance
2

Assign roles to workers

Open each worker’s profile and select the appropriate role.Worker profile with role selection
3

Link compliance items to roles

Go to Maintenance → Worker → Worker Compliance. Select a compliance item and click Role Link. Choose the roles that need this item. You can select multiple roles.Role Link setup showing multiple roles selected for a compliance item
4

Add items to workers

After linking, choose how to distribute the item:
  • Add to workers by role adds the item to all workers with the selected roles
  • Add to all workers adds the item to every worker regardless of role Compliance items linked to roles in the worker compliance configuration

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Linking compliance items to worker types

Similar to role linking, you can link compliance items to worker types. Select a compliance item, click Worker Type Link, and choose which worker types need the item. Then use Add to workers by type to distribute it.

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Compliance and rostering

When you use the Worker Select button on the roster to choose a worker for a shift, Visualcare highlights workers who are compliant. By default, only workers with no expired items are shown. To include workers with expired items, select the Expired filter. Worker select showing compliance status with filter for expired items

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Forms compliance

Completed forms can be linked to compliance items. You can view linked forms under the Compliance tab on the worker’s profile. Click View to open the form or Unlink to remove the association. Forms linked to compliance items on the worker profile Form compliance detail view

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Client compliance

Client compliance items work in a similar way to worker compliance but are configured separately.

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Setting up client compliance items

Go to Maintenance → Client → Client Compliance. Client compliance configuration in Maintenance Click Add Compliance Item to create a new item. Enter the description, expiry days, warning days, and whether the item is mandatory. Click Save. Adding a new client compliance item with expiry and warning day settings Compliance items can be linked to a specific funding type, so only clients with that funding type see the relevant items.

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Viewing client compliance

Open the client’s profile and go to the Compliance tab to view and edit compliance items. The Compliance tab on a client profile Click Edit on any item to update its details. Editing a client compliance item

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Dashboard compliance KPIs

The home dashboard includes Worker Compliance and Client Compliance KPI tiles that show the number of expired compliance items across your organisation. Worker and Client Compliance KPI tiles on the home dashboard Click a KPI tile to see the detail and filter by items that have reached their alert date or are already expired. Compliance detail view with filtering options for alert and expired items
Check the compliance KPI tiles regularly to stay on top of expiring items. Addressing items before they expire avoids gaps that could affect rostering or audit readiness.

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Running into issues?

See General troubleshooting for common errors and fixes.

Required compliance overview

Set up and manage compliance items at the organisational level

Worker audit reports

Compliance and training reports for your workforce

Managing worker compliance

Day-to-day management of individual worker compliance

Client audit reports

Audit reports and required compliance for clients