> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ret.systems/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up the Compliance Audit Module

> Enable the Compliance Audit module, assign your Compliance Manager, and configure areas and items for your school's regulatory requirements.

Initial setup must be carried out by an Administrator. Once a Compliance Manager is assigned, they can manage ongoing configuration.

<Note>
  Initial setup requires Administrator access.
</Note>

## Quick Start

<Steps>
  <Step title="Enable the module">
    Go to **Administration > Modules** and enable **Compliance Audit**.
  </Step>

  <Step title="Assign a Compliance Manager">
    In **Administration > Users**, assign the **Compliance Manager** role to one or more staff members.

    <Tip>
      Until at least one Compliance Manager is assigned, Administrators receive weekly alerts prompting you to complete this step.
    </Tip>
  </Step>

  <Step title="Open the module">
    Reload the page and select **Compliance Audit** from the main navigation sidebar.
  </Step>

  <Step title="Explore">
    Browse the default Compliance Areas and Items. Try marking items as OK and adding notes to get a feel for the workflow.
  </Step>
</Steps>

## Further Configuration

<Note>
  Access the management panel from the **Manage** option in the top-right dropdown menu.
</Note>

The following configuration steps are available to Compliance Managers:

* **Assign Owners** — assign the Compliance Owner role to staff who will be responsible for specific areas or items; Owners receive automated weekly reminders for items that are due or overdue
* **Configure areas and items** — disable items that don't yet apply to your school; archive items unlikely ever to apply; add custom areas and items; reorder to match your workflow
* **Set review dates** — update review dates to align with your school's compliance review cycle

<Tip>
  Items are initially set up with no review date. Set review dates once you have gone through the initial audit.
</Tip>

## Day-to-Day Operation

* Owners receive **weekly email reminders** for items that are Unapproved, Not OK, or Overdue — plus items due for review within the next 4 weeks
* Click the owner's name next to any item to send them a quick email query
* Print the completed audit from the module for governor evidence packs