Compliance Tracking
Track regulatory obligations, trade licenses, fire safety certificates, and other compliance deadlines across all your branches with automated recurrence and smart notifications.
Obligation Templates
Reusable compliance rule definitions that can be applied across branches. Templates define the category, recurrence pattern, default lead time, and severity.
- • Jurisdiction-specific rules
- • Configurable recurrence
- • Severity-based routing
Obligation Instances
Actual compliance items created from templates or manually. Each instance has a specific due date, status, and can have documents attached as proof.
- • Branch-specific assignments
- • Document attachments
- • Status tracking
Obligation Categories
Business trade license renewals and registrations
Fire safety certificates and inspection renewals
Tax returns, VAT filings, and related compliance
Environmental and pollution control permits
General inspections and renewal obligations
Status Lifecycle
Recurrence Patterns
When an obligation is completed, the system can automatically generate the next instance based on the recurrence rule. This ensures you never miss recurring compliance deadlines.
| Type | Description |
|---|---|
| annual | Once per year (e.g., yearly license renewal) |
| semiannual | Twice per year (every 6 months) |
| quarterly | Four times per year (every 3 months) |
| monthly | Monthly recurring obligations |
| custom | Custom interval defined in days |
Obligation Lifecycle
Document Attachments
Upload compliance proof (certificates, renewals, inspection reports) to obligation instances. Documents are stored securely in Supabase Storage with tenant isolation.
- Supported formats: PDF, images, documents
- Size limits configurable per tenant
- Access controlled by user role