Edit a Compliance Template

Specify the dates, delete requirements, and make other updates to your templates.

Making changes to a template does not affect any jobs to which the template's requirements were already applied.
You can add, edit, or delete the requirements at the project level or at the vendor level.
  1. In the left-hand sidebar, select Company settings.
  2. Among the tabs at the top of the screen, select Compliance templates.
    Your compliance templates appear in a list.
  3. Next to the name of the compliance template you want to edit, select Settings.
  4. To add a requirement, select Add another requirement.
  5. To edit a requirement, select the Edit icon.
  6. To delete a requirement, select the Trashcan icon.
  7. On the right-hand side of the screen, select Save.
The changes you made will apply going forward. Any jobs you've applied the template to in the past do not inherit the template's changes.