Details
The Details section holds the core metadata for each compliance record—identifiers, ownership, factory links, and type-specific flags—so certificates, audits, and licences stay searchable and auditable. Most fields remain editable where permissions allow, which keeps reporting, routing, and operational views accurate. Centralising this data standardises how teams categorise records across suppliers and factories.
Quick Check - Before You Start
- Open the compliance record you need to maintain and confirm your user has edit rights for Details.
- Know where Factory, Agent, Type, and Critical Path are maintained in Site Settings so you can request updates from an administrator.
- If reporting depends on ownership, identify the correct Manager before saving changes.
Fields and Descriptions
| Field | Description |
|---|---|
| Compliance No. | A unique, free-text identifier for the compliance document or certificate. |
| Description | An optional short summary describing the compliance item. |
| Manager | The internal user responsible for overseeing this compliance record. |
| Critical Path | Indicates if the record is linked to a critical path of tasks. Configure templates in Site Settings › Compliance › Critical Path. |
| General Audit | A flag to indicate if the item is part of a regular audit cycle. |
| Agent | The external or internal party responsible for verification (e.g., the auditing firm). Configure in Site Settings › Company › Suppliers. |
| Type | Categorisation tags used to classify the compliance scope. Configure in Site Settings › Compliance › Audit Type. Multiple tags are supported. |
| Factory | The factory associated with the compliance item. Configure in Site Settings › Company › Suppliers. The name is a hyperlink to the factory's profile page. |
Related Actions
- Compliance Overview
- Create a Compliance Record
- Create a Corrective Action Plan
- Manage the Critical Path
Tip
- Keep the Manager and Factory fields up-to-date to support accurate reporting and task routing.
- Use the Type field to assign relevant tags—this makes it easier to filter and create reports for specific compliance categories.
- Be aware that some fields may be filled in automatically based on the templates or integrations your administrator has configured.
Troubleshooting
Why can’t I edit a field on Details?
Some values are permission-controlled or populated automatically from templates and integrations.
Steps to resolve:
- Confirm your role allows editing compliance metadata.
- Ask an administrator whether the field is locked or fed from an integration.
The Factory link or Agent list looks wrong—how do I fix it?
Factory and Agent references come from Site Settings > Company > Suppliers; Type tags come from Audit Type.
Steps to resolve:
- Update supplier or factory records in Site Settings.
- Refresh the compliance record and reselect Factory or Agent if identifiers changed.
Critical Path shows as linked but I don’t see tasks—what next?
Templates are configured in Site Settings > Compliance > Critical Path; the record may need the critical path tab opened or milestones generated per your workflow.
Steps to resolve:
- Open Manage the Critical Path from Related Actions on this page.
- Verify the template attached on Details matches the compliance type you expect.