Actions
Actions represent compliance requirements: the obligations that must be fulfilled for resources of a certain type. They are the operational translation of your organization’s regulatory requirements.
Action types
Section titled “Action types”| Type | Concrete examples | Typical target |
|---|---|---|
| Training | Fire safety training, First aid training | Person |
| Health | Periodic medical exam, Fitness for work assessment | Person |
| Inspection | Periodic equipment inspection, System testing | Equipment, Environment |
| PPE | PPE delivery (shoes, helmet, gloves) | Person |
| Maintenance | Fire extinguisher maintenance, Forklift servicing | Equipment |
Validity
Section titled “Validity”Every action has a validity period (e.g., 12 months, 6 months, 24 months). This duration expresses the renewal cycle of the requirement: a fire safety training course might have a validity of 36 months, a periodic medical exam 12 months.
When a certificate is issued for an action, the expiry date is calculated automatically: issue date + validity period. The expiry can still be edited manually to handle special cases.
What happens at expiry
Section titled “What happens at expiry”When a certificate expires, the obligation automatically returns to non-compliant status. No manual intervention is needed — Eriga monitors expiry dates in real time. This means:
- 30 days before expiry, the obligation changes to expiring (and you receive a notification)
- At the expiry date, the obligation changes to non-compliant
- To return to compliant, a new certificate must be issued
Target resource type
Section titled “Target resource type”Every action applies to a specific resource type (Person, Equipment, Environment, or Substance). The target type is immutable, like the resource type, because it is the matching criterion for generating obligations.
A compliance obligation is only created when the resource type matches the action’s target type, and both are assigned to the same unit. For example:
- “Fire safety training” (target: Person) + “John Smith” (Person) in the same unit → obligation generated
- “Fire safety training” (target: Person) + “Forklift CAT 01” (Equipment) in the same unit → no obligation (incompatible type)
How it relates to other concepts
Section titled “How it relates to other concepts”- An action can be assigned to multiple units — if fire safety training is mandatory company-wide, assign it to all units
- Obligations arise from the intersection with compatible resources in the same unit
- Certificates attest the fulfillment of the action for a specific resource
Learn more
Section titled “Learn more”- Guide: managing actions — how to create actions and assign them to units
- Certificates — how to attest the fulfillment of an action