Compliance Settings

This guide will help you navigate the settings for your Resident, Staff, and Community compliance items. These settings are typically managed by your onboarding manager or ALIS support, so please contact us if you would like help!

This article will overview the settings for Resident Compliance, but the information applies to Staff and Community Compliance. Find those settings on the Staff Settings and Community Settings pages.

If you want to set your form template to be Filled Online, you must send it to the ALIS team for processing.

• We will setup annotations on the form that allow it to pull in ALIS data for you and allow the forms to retain information when you complete the same form multiple times.
• We can also set up your form template to require information in any text box you need. This will prevent someone from completing a version of the document without adding text to your specified form fields. 
• Submit your form templates to your onboarding manager or ALIS Support.

Create a Compliance Item

Find these settings in Resident Settings in the Compliance Configuration section.

• To add an item, click the +Create Compliance Item button at the top of the table.
• This opens a pane on the right of your screen. The only required fields are the Name and the Compliance Stages.
  • Compliance Stages for resident items should typically be Applicant, Resident, and Moved Out. You may also choose to select Prospect if you would like to make the item available on your prospect profiles.
• Non-required fields:
  
  • Template: This is hugely impactful! This is the form template meant to be Filled Online on the resident profiles. Do not upload a template here that has not been processed by the ALIS team. 
  • Group: This is a setting to group the items on the compliance table so it is easy to find and complete items you are looking for. It is not recommended to add groups here, but to instead create the item and group it from the main Compliance Configuration section on the settings page.
  • Description: This will save and display your information on this page only. It is likely not necessary.
  • Classification: These options allow you to set this item in other parts of the resident profile beyond the Compliance Documents table.
    • Either the Evaluation or ISP item can be set to pull into the Evaluations and Service Plans section of a resident's profile if you are not using an ALIS electronic evaluation. This is not commonly used.
    • The Directives item will be pulled into the Advance Directive area of the Basic Information section on a resident's profile. 
    • Facesheet will allow you to use your own template for the resident Facesheets instead of the ALIS Facesheet.
  • Tags: This allows us to select the item to pull into the Emergency Packet. This can also be done on the main Compliance Configuration section on the settings page.
  • Expires: This option allows us to set how often the compliance item expires after it is initially completed. Expiration dates can also be set on an individual basis on the resident profiles.
  • Does the document start as compliant? This setting will create the item so that it always positively impacts your residents' compliance percentage. 
  • Is this compliance document optional to complete? This is a very commonly used setting to create items that do not impact your residents' compliance percentages.

• Click the Create and Apply to All option to create the item for all residents. Some details about the two buttons:

  • Create and Apply to All: This makes the compliance item available to all current residents. This will drop down the compliance level for each resident until it is marked Complete (if it is not set as Optional).
  • Create Going Forward: This will create the item only for resident profiles created in ALIS going forward. It will not exist on current resident profiles. 
• Click Submit.

Editing a Compliance Item

Click Options > Edit on an existing compliance item if you need to make changes. This opens a pane similar to the one described above.

Once you are finished making changes or uploading a new template, click one of the update options described below and then the Submit button to save changes.

• Update Going Forward will set the template for anytime it is Filled Online going forward, but will not impact the resident's current compliance status. This is the recommended choice if you want to make an update to the form, but do not want to reset everyone as non-compliant for the item.
• Update For All will make the change for all current residents. If you updated the template, this will reset everyone's compliance item status to Incomplete until they complete the newest uploaded template.

Other Compliance Settings

Group Compliance Items

It is easiest to set the compliance groups from the Settings page. Click the checkbox next to each item you want to group and click the Group Compliance Items button above the table. 

In the pop-up, select a group that already exists or type the name of a new one. Click Apply.

Tag as Emergency

Use the Bulk Tag Items option or click Options > Tag for individual items to include them in resident Emergency Packets. For detailed steps, read this article: How to set up your Emergency Packet.

Retire

You can use Options > Retire for any items you want to keep on resident profiles if already completed, but remove it from others and prevent it from displaying going forward. These will then be grouped as Retired.

Delete

Click Options > Delete to remove an item from all resident compliance tables. For any residents who had this item completed, the most recently completed document will be moved to the Miscellaneous Documents section in their Compliance area of their profile.

Related articles:

Completing Compliance Items