Company Attainments serve as the high-level compliance records for your business partners, tracking essential legal requirements like insurance and licences. Organising these documents at the parent entity level ensures that your entire data hierarchy remains audit-ready and compliant with industry standards.

This guide covers:

• Accessing the Attainments Tab within specific Company records.
• Adding or updating critical compliance items and supporting documents.
• Setting expiry dates to manage proactive renewals.
• Reviewing real-time compliance status through integrated reports.
• Generating the Skills Matrix and Skills & Attainments List for audits.

Start confidently and keep your company audit-ready.

💡 Power User Insight: Because Companies sit at the top of the system hierarchy, maintaining valid Company Attainments is the first step in ensuring the entire top-down data flow remains compliant for every linked Worksite and Job.