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Compliance ยท Step-by-step guide

Security Compliance Software Setup Guide

Configure compliance rules, assignment enforcement, and renewal workflows for day-one operational control.

Last updated February 2026

This guide includes

Product steps, setup guidance, and a final check

You will work in

Compliance

Prepare

Before you start

Check your access

Make sure you can open the Compliance area and edit the records used in this guide. If an action is missing, ask an account administrator to review your role.

In the product

Do this in Arcova

  1. 1

    Open the setup wizard

    Go to Compliance and open Setup Wizard.

  2. 2

    Connect training and credentials

    Complete Training Course, then choose an existing Credential Type or create a new one.

  3. 3

    Define the requirement

    On Requirement, name the rule and choose how Arcova should handle a missing or expired credential.

  4. 4

    Choose where it applies

    On Posts, select the posts that require the credential.

  5. 5

    Review and finish

    Use Review to confirm the course, credential type, rule, and selected posts before saving the setup.

Recommended setup

Build your policy baseline

  1. 1

    Define credential categories and required evidence.

  2. 2

    Map requirement sets to post and site types.

  3. 3

    Align enforcement mode with legal and contract obligations.

Recommended setup

Configure operational triggers

  1. 1

    Set renewal alert windows by credential type.

  2. 2

    Configure assignment checks to block expired credentials.

  3. 3

    Define escalation ownership for pending renewals.

Recommended setup

Validate with pilot assignments

  1. 1

    Run pilot scheduling scenarios to confirm requirement coverage.

  2. 2

    Test exception approvals and expiration behavior.

  3. 3

    Review audit logs for policy and regulator readiness.

Final check

You are done when

Credential requirements, renewal windows, and enforcement choices are saved and visible to the people who schedule officers.

Something does not match what you see?

Include the page, the step, and any message you received.

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