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Activities

The Activities section enables users to define and manage actions that are tracked and executed throughout the compliance process. These records provide a structured way to monitor updates, progress, and milestones across compliance workflows.

Activities represent specific steps or actions in a compliance record—such as document review, supplier updates, or internal approvals. By managing these centrally, teams can standardise tasks and improve traceability.

The Activities section allows you to create a consistent set of compliance-related actions that can be assigned, tracked, and monitored across all compliance records. These activities help ensure that critical compliance milestones are not overlooked and provide visibility into the progress of each compliance workflow.

Compliance > Activities

Quick Check - Before You Start
  • You can access Site Settings › Compliance › Activities
  • Name activities the way compliance teams already speak about audits and corrective actions
  • Disable instead of deleting when records still reference the activity

Managing Activities

Add Activity

  1. Click the Add New button at the top left.
  2. Enter the activity name or description in the required field.
  3. Click Save to add the activity to the compliance.

Add Activity

Edit Activity

  1. Click the pen icon next to the activity you'd like to modify.
  2. Make the required updates to the activity name or description.
  3. Click Save to apply the changes.

Edit Activity

Delete Activity

Common Pitfall

Removing an activity breaks critical paths that include it. Disable the activity when you must retire it but keep historical compliance timelines readable.

  • Single delete: Click the trashcan icon next to an activity and confirm the deletion.

Single Delete Activity

  • Bulk delete: Use checkboxes to select multiple activities, then confirm deletion.

Bulk Delete Activity

Other Actions

  • Filter – View activities by status (Enabled or Disabled). Filter
  • History – Export a detailed log of activity changes and version history for auditing purposes. History
  • Export – Download the complete list of compliance activities in .xlsx format. Export

Table Flexibility

Users can tailor the table layout using the following controls:

Feature Description
Sort by Ascending or Descending Reorder activities by Description or Status.
Pin Column Lock important columns in place while scrolling.
Autosize This Column Automatically resize the specific column to fit their content.
Autosize All Columns Applies autosizing on all columns.
Choose Columns Show or hide individual table columns.
Reset Columns Return the table to the default configuration.

Customisable Table

Tips
  • Use clear naming conventions to make activities easy to filter and assign across different compliance records.
  • Archive or disable unused activities instead of deleting them to retain historical context and maintain audit trails.
  • Use exports for weekly progress reviews and compliance audits to track activity completion rates.
  • Regularly review activity lists to ensure they align with current compliance requirements and regulatory changes.
  • Document activity purposes and expected outcomes to help team members understand their responsibilities.
  • Use consistent terminology across activities to improve searchability and reporting accuracy.

Troubleshooting

Why is an activity missing from the Add Activity pop-up on a critical path?

Only Enabled activities appear for selection.

Steps to resolve:

  1. Open Site Settings › Compliance › Activities
  2. Enable the activity or create it via Add New Activity inside the pop-up
Why did my critical path lose steps after an activity edit?

Deleting or disabling shared activities affects every path that references them.

Steps to resolve:

  1. Restore from History if your process allows
  2. Prefer Disable for shared milestones unless all paths agree on removal
How do I evidence activity changes for an external auditor?

Steps to resolve:

  1. Download History from this screen
  2. Pair exports with change tickets describing why activities moved