Compliance
Security Compliance Software Setup Guide
Configure compliance rules, assignment enforcement, and renewal workflows for day-one operational control.
Last updated February 2026
Step 1
1) Build your policy baseline
- 1
Define credential categories and required evidence.
- 2
Map requirement sets to post and site types.
- 3
Align enforcement mode with legal and contract obligations.
Step 2
2) Configure operational triggers
- 1
Set renewal alert windows by credential type.
- 2
Configure assignment checks to block expired credentials.
- 3
Define escalation ownership for pending renewals.
Step 3
3) Validate with pilot assignments
- 1
Run pilot scheduling scenarios to confirm requirement coverage.
- 2
Test exception approvals and expiration behavior.
- 3
Review audit logs for policy and regulator readiness.
What's Next
Next Step
Book a compliance setup planning session.
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