In this article:
Schedule a compliance task to define the requirement, work instructions, due dates, responsible officers, access, and supporting evidence. You can create a once-off task or a repeating series for obligations that recur.
When the task reaches its start date, Logiqc assigns it to the Action officer. After the work is signed off, the Approval officer reviews it and either assigns another task or approves and closes it.
A scheduled compliance task makes the requirement, timing, accountability, evidence, and approval traceable in one workflow.
Recurring schedules also create future tasks automatically, helping the organisation maintain ongoing statutory, regulatory, contractual, funding, governance, or internal obligations.
Q: Can I create a once-off compliance task?
A: Yes. Select Once off as the frequency in the Scheduler.
Q: Can I change a repeating schedule later?
A: Yes. Open a task in the series and use the schedule controls available to your permission level. Changes affect future work; completed records remain available.
Q: Can I finish the schedule later?
A: Yes. Select Save as draft, then return to it from the Draft view.
Before you start
Check the following:
- You have the Schedule compliance tasks permission (minimum licence type required: Approve).
- You know the compliance requirement, timing, Action officer, and Approval officer.
- Any source document, instructions, or evidence template needed for the task is ready.
Step 1: Go to Schedule compliance
Open the Compliance register and select Schedule compliance.
Navigation path
Select Schedule compliance to open the Compliance details page.
Step 2: Complete the Compliance details
Name the task, select the requirement type, and give the Action officer the information needed to complete it.
Use clear task wording and instructions that explain the required work and evidence.
| Field | What to enter |
|---|---|
| Compliance task | Enter a clear name that identifies the obligation or activity. |
| Compliance type | Select the type of requirement that applies. |
| Compliance source documentation | Optionally link one or more contracts or controlled documents that define the requirement. |
| Related asset | Optionally link the asset affected by the compliance task. |
| Reference documents | Optionally link controlled documents the Action officer may need to consult. |
| Instruction type | Optionally select pre-programmed instructions when this feature is enabled. |
| Instructions | Describe the work, evidence required, and how issues or improvements should be recorded. |
Step 3: Set the schedule
Select Schedule task, then set the due date, stage durations, and frequency.
Set the approval due date, available action and approval days, and frequency.
When you select a repeating frequency, the Scheduler displays recurrence and end controls.
Define how the series repeats and whether it has an end.
| Setting | How it works |
|---|---|
| Approval due date | The date by which the Approval officer must review and close the task. |
| Action days | The number of days available to complete the work before approval. |
| Approval days | The number of days allowed for approval and closure. |
| Frequency | Select Once off or a repeating interval such as weekly, monthly, quarterly, six monthly, or yearly. |
| Recurrence | For repeating tasks, define the interval and relevant day or month pattern. |
| End | Choose no end, end after a number of occurrences, end by a date, or halt the schedule. |
Step 4: Assign responsibility
Select the officers and organisational context for the task.
Assign the people responsible for completing and approving the compliance task.
| Field | Description |
|---|---|
| Action officer | The person responsible for completing the task. |
| Approval officer | The person responsible for reviewing and closing it. |
| Assign to me | Assign yourself where the current user is an appropriate officer. |
| Related business area | The area responsible for or affected by the task. |
| Related meeting | The meeting with oversight responsibility for the task. |
Step 5: Set access and attach records
Choose who can access the compliance task, then attach any supporting records.
Set access, attach evidence or instructions, and save or submit the schedule.
Attach records: Select Attach to add a file or link. Attached records inherit the task's viewing permissions.
Create a related item: Select this when you need to create and link an item in another register as part of the same workflow.
Step 6: Save or submit the schedule
Select Submit to create the once-off or recurring schedule. Select Save as draft if you need to finish it later.
Submit: creates the schedule and its next compliance task.
Save as draft: stores the incomplete schedule in the Draft view without starting the workflow.
What happens next
The schedule appears in the Compliance register
Future work remains visible in the Compliance schedule view.
The Action officer completes the task
On the start date, the task moves to the Action stage and is assigned.
The Approval officer reviews and closes it
After sign-off, the task moves to the Close stage.