A Compliance Manual is a GFSI-aligned management system that tracks the documents required for your audit. It acts as a container for a certification scheme with a checklist of required document slots. Each slot represents a policy, program, SOP, HACCP Plan, or other required artifact.
You can fill each document slot by:
- Creating a new document
- Linking an existing document
- Importing a document
As documents are completed, the Compliance Manual tracks overall progress. When every required document is finalized, the manual is marked complete.
Supported schemes include:
- SQF
- BRCGS
- FSSC 22000
- IFS Food
- GLOBALG.A.P.
- PrimusGFS
Scheme versions and editions will be updated as they are released.
Open Compliance Manuals from the sidebar or start from the Compliance Manuals section on the Dashboard.
Create a Compliance Manual
To create a new Compliance Manual:
- Select New Compliance Manual from the Compliance Manuals page or Dashboard.
- Choose the GFSI scheme you are certifying against. Your profile target scheme is highlighted as Your Target.
- Select a starting point:
- Choose a scheme template with a pre-built document checklist.
- Select Custom Manual for an AI-assisted checklist suggestion.
- Name the manual, review the document checklist, add or remove items, and mark which documents are required.
Use Suggest with AI to refine checklist titles and descriptions for your operation.
Complete the Document Checklist
Open a Compliance Manual to view its document checklist. Each checklist item displays the slot title, document kind, and suggested document type.
For each document slot, you can:
- Create a new document using the interview wizard.
- Link an existing document.
- Import a document.
Documents created from a checklist automatically inherit the document name and are associated with the Compliance Manual.
Manage Compliance Manuals
The Compliance Manuals page lists every manual in your active profile. When every required checklist document has been finalized, the Compliance Manual displays a completion banner.
From this page, you can:
- Search by manual name.
- Filter by GFSI scheme or status (In Progress or Complete).
- Open a manual to view its progress ring and checklist.
- Edit the manual name, description, and checklist items.
- Delete a Compliance Manual without deleting its linked documents.
Recent Compliance Manuals also appear on the Dashboard with a preview of checklist progress.
If a document is already in progress, select Resume to continue working. Completed documents open in preview.
A single document can be linked to multiple Compliance Manuals when it satisfies more than one requirement.