Quick start

This guide takes you from zero to a working compliance dashboard in 5 steps.

Prerequisites: you must have created your workspace and logged in as Owner or Admin.

In this guide we use a manufacturing company with a production department as an example.

1. Create units

Units are the organizational groupings of your organization: departments, sites, offices, teams.

Go to the Units page from the sidebar and click + New unit.

Create the units you need. For example:

• Head Office
• Production Department
• Warehouse

2. Register resources

Resources are the people, equipment, environments, and substances you need to monitor.

Go to the Resources page and click + New resource. Choose the type (Person, Equipment, Environment, Substance) — note that the type cannot be changed after creation.

Then assign each resource to its units from the detail panel.

3. Define actions

Actions are the mandatory compliance requirements: training courses, health checks, periodic inspections, PPE, maintenance.

Go to the Actions page and click + New action. For each action, specify:

• The type (Training, Health, Inspection, PPE, Maintenance)
• The target resource type — which type of resource it applies to
• The validity period — how often it expires (e.g., 5 years, 12 months)

Then assign the actions to units. This is the key step: when a unit has both resources and actions with a compatible type, compliance obligations are generated automatically.

4. Issue certificates

Now that obligations exist, you can record the certificates that satisfy them.

Go to the Certificates page and click Issue certificate. Select the resource and the action — the expiry date is automatically calculated from the action’s validity period.

You can also add attachments (links to external documents) from the detail panel.

5. Monitor compliance

Go back to the Dashboard to see the summary: how many obligations you have, how many are compliant, how many are expiring soon, and how many are non-compliant.

For a more detailed analysis, go to the Compliance page:

• Overview — overall numbers and compliance percentage
• Expiring — certificates that are about to expire
• Gaps — obligations without a valid certificate
• By resource — the status of a single person or piece of equipment
• By unit — the status of an entire department or site

What’s next?

• Explore the Concepts to understand Eriga’s model in depth
• Read the Guides for detailed instructions on every feature
• Check the Reference for definitions and permissions