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Introducing the Compliance Module

Keeping track of which clubs have done their paperwork just got a whole lot easier.

We've introduced a new Compliance module, giving you a live view of every club against each of your yearly requirements - form submissions, training completion and executive team requirements - all in one table, with nothing to update by hand.

Every club, every requirement, one table

Each compliance item you create is linked to something real on the platform: a form clubs must submit, a training program their execs must complete, or an executive team requirement. When a club submits the form, completes the training or updates their team, their status updates by itself - the table can never fall out of date, because it's reading directly from the source.

Sort any column to surface the clubs that need attention first, filter by affiliation, search, and export the whole view to CSV. Stat cards up top show at a glance how many clubs are fully compliant.

Set it once, it runs every year

Pick your compliance year's rollover day, give each item an open date and a deadline, and you're done - for good. Statuses reset automatically at rollover, deadlines re-arm themselves every year, and clubs that miss a deadline show as overdue until they catch up. Late still counts: a club that submits after the deadline flips to compliant and stops being chased.

Clubs see exactly what's needed

Every club gets its own Compliance page in the club portal showing where they stand on each requirement - what's done, what's outstanding, and what's due when - with a button that takes them straight to the form, the training program or their team page. No more "what do we actually need to do?" emails.

Follow up without the chasing

Clubs are automatically tagged by their compliance standing, and a new set of email options in Communicate puts those tags to work:

  • One-off nudges - email every club currently missing a specific requirement (or missing anything at all), addressed to the club email or straight to their Presidents, Vice Presidents, Secretaries or Treasurers.

  • Automatic reminders - set up a campaign once and it emails each club when they've been non-compliant for 3 days, again at 1 week, and again at 2 weeks. Clubs that sort themselves out stop receiving reminders automatically, and repeat offenders re-enter the sequence - including next year.

Every email can include a personalised link that takes each club directly to their own compliance page. And clubs whose submission is sitting with your team for review are never chased - they're waiting on you, not the other way around.

Use cases

  • Start of year: see instantly which clubs have submitted their AGM minutes, completed exec training and filled their committee - and which haven't.

  • Chasing stragglers: one email to the Presidents of every club still missing a requirement, in a few clicks.

  • Hands-off reminders: the 3-day / 1-week / 2-week sequence runs itself all year, so nobody slips through quietly.

  • Reporting: export the table to CSV for a board paper or an end-of-semester snapshot.

The Compliance module is available now! Once it's enabled for your organisation, head to Compliance in your admin portal to set your rollover day and add your first requirements - or check out the Compliance collection in our help centre to see how it all works.