trine Help

Compliance settings and document obligations

Choose which compliance documents apply to your home and how often each is renewed.

Who can use it: care-home managers and administrators.

Where to find it

Open Settings → Compliance.

Compliance cadence: each document with its category, the home's cadence, the default and whether it applies

How to

  1. Review each compliance document — its category, the home's cadence (for example every 5 years, or 1 year) and the default cadence.
  2. Change a cadence where your home renews more or less often; the next-due dates update from the next upload.
  3. Add custom document for a document type your home needs that isn't listed.
  4. Restore defaults puts the standard cadences back; Save all saves your changes.

What to expect

The compliance list drives the Compliance page, expiry reminders and Evidence health. Documents already on file are never deleted by changing settings here. Some documents apply only when relevant (for example CCTV, set in Settings → Readiness → Compliance capabilities).

Related: Compliance documents · Readiness settings

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Need more help? Email [email protected].