Compliance works best when all the building blocks are correctly configured. Organising these elements up front ensures the system can instantly verify whether people and equipment meet the requirements for any site or role.

This guide covers:

• Creating Asset Roles and linking the required associated skills.
• Defining core and role‑specific Worksite Required Skills.
• Assigning people and equipment to their relevant worksites.
• Assigning Asset Roles to people or equipment.
• Checking compliance from Worksite profiles, the Compliance Finder, and individual asset profiles.

Your compliance framework is now aligned, giving you a clear, reliable view of workforce and equipment readiness.

💡 Power User Insight: Set up Worksite Core Requirements first, then layer Asset Role Requirements on top. This ensures your checks correctly distinguish between what everyone needs for entry and what only specific roles must hold, making compliance results more accurate and easier to troubleshoot.