Compliance matrix

What it’s for — the Compliance matrix is the rulebook behind the safety gate. For each asset type × certificate type, it says whether that certificate is required, optional, or not applicable — and it’s exactly what the dispatch gate reads before letting an asset go out.

When you’d use it — set it once to match how your business (and your regulator) works; after that the dispatch gate enforces it automatically. Come back to it whenever you add a new asset type or a new certificate type.

The Certificate requirements screen

Find it in the left sidebar under Compliance. Each asset type has a card listing its machine-scope requirements (certificates the asset itself must hold) and its person-scope requirements (licences and inductions the crew assigned to it must hold). Machine-scope requirements gate the asset; person-scope requirements gate the crew member on that job.

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The rules the gate enforces. Here a crane's third-party inspection, load test, registration and insurance are hard stops; wire-rope inspection and LMI calibration only warn.

How to set requirements

1. Open Compliance from the left sidebar and find the asset type you want to configure.

2. For each certificate type, set it to Required, Optional, or Not applicable, and — for required ones — whether it’s a Hard stop (blocks dispatch) or a Warn (advisory).

3. Add a new requirement with Add a certificate type… if something’s missing.

4. Do the same for operator / crew certificates (e.g. operator licence = hard stop).

Time- or distance-based

Intervals can be time-based (an annual inspection) or kilometre-based, using odometer readings, for road assets like trailers and tractor heads.

This is what the gate reads

A certificate only blocks a dispatch if it’s marked Required + Hard stop here. Get this matrix right and the dispatch gate does the rest — no one has to remember the rules.

Run the dry-run report after editing

Whenever you change the matrix, open Dispatch and run the dry-run report. It shows what would block across your whole fleet today, under the rules as they now stand — so you can see the impact of a change before it affects a real job.

Common questions

• Who can view vs. edit the matrix? Anyone can view it; editing is admin-level.
• What happens to jobs already dispatched if I tighten a rule? The matrix only affects new dispatch checks — run the dry-run report to see what it would catch going forward.
• Machine vs. operator requirements — how are they different? Machine-scope requirements gate the asset itself (e.g. inspection cert); person-scope requirements gate whichever crew member is assigned to that job (e.g. licence, induction).

Related

Certificates The actual documents these rules check.

Dispatch & the safety gate Where these rules are enforced, and the dry-run report.

Fleet (assets) Asset types the matrix configures.