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Eriga — User Guide

Resources

Resources are the entities subject to compliance obligations: people, equipment, environments, and substances. They are everything in your organization that must meet regulatory requirements and needs monitoring.

Resource types

Section titled “Resource types”
TypeConcrete examples
PersonJohn Smith (operator), Jane Doe (manager), Alex Johnson (technician)
EquipmentForklift CAT 01, ground floor fire extinguisher, mobile scaffold
EnvironmentPainting department, server room, storage area
SubstanceHydraulic oil ISO 46, nitro solvent, muriatic acid

Why the type is immutable

Section titled “Why the type is immutable”

The type is chosen at creation and cannot be changed afterwards. This is not arbitrary: the resource type is the criterion Eriga uses to determine which actions apply automatically. A training action (target: Person) does not apply to a forklift, and a periodic inspection (target: Equipment) does not apply to an employee.

If the type were changeable, all the generated compliance obligations would shift at once — some would disappear, others would appear — creating confusion and potential gaps in conformity. For this reason, if a resource was registered with the wrong type, it must be deleted and recreated with the correct type.

How it relates to other concepts

Section titled “How it relates to other concepts”
  • A resource can be assigned to multiple units (e.g., an employee who works at two sites)
  • Compliance obligations arise from the intersection of resources and actions in the same unit, when the resource type is compatible with the action
  • Certificates attest that an obligation has been satisfied for a specific resource

Resources in multiple units

Section titled “Resources in multiple units”

A resource can be assigned to multiple units at the same time. This reflects operational reality: an employee may work at both “Head Office” and “North Site”, and a forklift may be used in both “Production Department” and “Warehouse”.

When a resource is in multiple units, obligations add up: if “Head Office” requires fire safety training and “North Site” requires first aid training, an employee assigned to both will have both obligations.

Example

Section titled “Example”

Let’s look at a concrete case. The company “Acme Corp” registers:

  • John Smith (Person) — assigned to “Production Department”
  • Forklift CAT 01 (Equipment) — assigned to “Production Department”
  • Hydraulic oil ISO 46 (Substance) — assigned to “Warehouse”

The “Production Department” unit has the following actions: Fire safety training (target: Person), Periodic medical exam (target: Person), and Periodic equipment inspection (target: Equipment).

The result:

  • John Smith acquires the Fire safety training and Periodic medical exam obligations (because he is a Person)
  • The forklift acquires the Periodic equipment inspection obligation (because it is Equipment)
  • John Smith does not acquire the Periodic equipment inspection obligation (type mismatch)

For each obligation, a certificate is needed to attest its fulfillment.

Learn more

Section titled “Learn more”