How to Create a Compliance Document in LiftGrid

Creating a compliance document in LiftGrid ensures your elevator maintenance adheres to regulatory standards. This guide explains how to create a compliance document using the Compliance module.

Before You Start

  • Ensure you have the appropriate permissions to access the Compliance module.
  • Verify that your jurisdiction settings are correctly configured.
  • Gather all necessary information, such as document type and issued authority.

Steps to Create a Compliance Document

  1. Access the Compliance Module — Log into LiftGrid and navigate to the Compliance module. Click on New Document to begin the process.

  2. Select Document Type — Choose the appropriate compliance document type from the dropdown menu. Ensure it matches the jurisdiction and regulatory requirements.

  3. Fill in Required Fields — Enter the title, document number, and other required fields. Make sure to specify the locale and issued authority for accurate documentation.

  4. Set Validity Dates — Input the issued date, expiry date, and any applicable deadlines. If the document is perpetual, check the Perpetual option.

  5. Upload Supporting Files — Attach any necessary files by clicking Upload Files. Ensure the files meet the required format and size limitations.

  6. Submit for Approval — Once all information is entered, click Submit to initiate the approval workflow. Track the document status in the Compliance module.

Common Issues

Document Not Saving — Ensure all required fields are filled out correctly. Double-check the document type and jurisdiction settings.

File Upload Errors — Verify that the file format is supported and that the file size does not exceed the allowed limit.

FAQ

What information is required to create a compliance document?

You need to provide the document type, title, document number, issued authority, and validity dates.

Can I edit a compliance document after submission?

Once submitted, documents can only be edited if the workflow status allows it. Check the current status in the Compliance module.

How do I know if a document requires a signature?

The document type will indicate if a signature is required. Check the document’s metadata for this information.