--- title: Actions Planner description: The Actions Planner maps compliance obligations into Action Areas, each containing distinct sets of requirements and tasks to be completed to meet your EHS regulatory. --- [Skip to content](https://success.libryo.com/en/knowledge/actions-planner#main-content) English Show submenu for translations [![Libryo\_Sites\_Green](https://success.libryo.com/hs-fs/hubfs/Libryo_Sites_Green.png?width=400&height=105&name=Libryo_Sites_Green.png)](https://my.libryo.com/) - [LOGIN](https://my.libryo.com/) - [NEWS](https://success.libryo.com/en/knowledge/customer-newsletter) - [BLOG](https://blog.libryo.com/) - [WEBSITE](https://libryo.com/) Open main navigation Close main navigation - [LOGIN](https://my.libryo.com/) - [NEWS](https://success.libryo.com/en/knowledge/customer-newsletter) - [BLOG](https://blog.libryo.com/) - [WEBSITE](https://libryo.com/) - English Show submenu for translations - [CONTACT US](mailto:libryo@erm.com) [CONTACT US](mailto:libryo@erm.com) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Success Portal](https://success.libryo.com/en/knowledge?hsLang=en) 2. [User Training - Step-by-Step Guides](https://success.libryo.com/en/knowledge/user-training-step-by-step-guides?hsLang=en) 3. [Actions Module](https://success.libryo.com/en/knowledge/user-training-step-by-step-guides?hsLang=en#actions-module) # Actions Planner ## The Actions Planner maps compliance obligations into Action Areas, each containing distinct sets of requirements and tasks to be completed to meet your EHS regulatory. *Last updated: 02 Jul 2026* ### **Introduction to the Actions module** Explore the **Actions** module in the ERM Libryo Platform, a module designed to simplify the planning, management and performance monitoring of all actions that you are required to do to meet your EHS regulatory and other requirements, per Libryo Stream®. At the core of the Actions module is the **[Planner](https://success.libryo.com/en/knowledge/actions-planner#planner)**, a tool that enables you to map out the specific actions required to address your organisation's compliance obligations. The Actions Planner displays Requirements categorised into **Action Areas**, which each comprise a combination of a Topic and a Control Type. The Actions module also supports **[Compliance by Requirements](https://success.libryo.com/en/knowledge/actions-planner#compliance-by-requirements)**, an optional feature that allows you to evaluate compliance directly at the individual requirement level. This is independent of your Action Area compliance status and available to customers with the Actions module While every Libryo Stream® may have the same Action Areas, each may have distinct sets of Requirements. Alongside each Requirement, the system generates a list of **Suggested Tasks.** Suggested Tasks can be adopted, edited and used or alternatively, new Tasks can be created. All Tasks adopted or created must be completed (marked as done) by the due date, with the Actions Manager section. In the Actions **[Task Manager](https://success.libryo.com/en/knowledge/actions-planner#manager)** section, the work planned in the Actions Planner is done. It provides a central hub for managing all your compliance tasks, allowing you to assign Tasks to people, follow and manage Tasks, and track progress. This streamlines collaboration, fosters accountability, and keeps your compliance efforts on track. Additionally, you can set a **Priority** and  an **Impact** rating for each Task, helping you to understand the relative urgency and importance of the Tasks in the Action Plan, per Libryo Stream®. Rounding out the Actions module is the **[Dashboard](https://success.libryo.com/en/knowledge/actions-planner#dashboard)** section, where users can view the progress of their work against the plan, through dashboards and other insights. Here, key metrics such as Total Number of Tasks, Overdue Tasks, Completion Rates, Impact Score and more metrics are visualised, allowing users to make informed decisions. See the Performance dashboard in **[Multi-Stream®](https://success.libryo.com/en/knowledge/actions-planner#multistream)** mode to see and compare the progress of all Libryo Streams® in your Org that you have access to. ### **Actions Planner: step-by-step** The **Planner** is your tool for planning the actions necessary to ensure that your business is managing all of the applicable regulatory and other Requirements on the Libryo Sites application. To access your **Planner**, follow these steps: 1\. Navigate to the menu on your left and click on **Planner** under the **Actions** module. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Nov-06-2024-10-16-28-2799-PM.png?width=670&height=327&name=image-png-Nov-06-2024-10-16-28-2799-PM.png) 2\. In this section you have three ordering options available: By **Topics**, by **Control Types**, or by **Requirements**. ![Captura de Tela 2024-03-18 às 16.03.43](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.03.43.png?width=670&height=335&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.03.43.png) 3\. The **Actions Planner** is primarily organised into distinct Action Areas, which are universal categories used to organise and categorise your Requirements. Here you can ensure that you know what needs to be done, plan for it, and verify completion per Action Area. ![Captura de Tela 2024-03-18 às 16.07.17](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.07.17.png?width=670&height=332&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.07.17.png) 4\. You can view the Assigned team members for Tasks, the number of Requirements within each Action Area, the number of Tasks created, and the summary of the Status of all of the actions being managed per Action Area. ![Captura de Tela 2024-03-18 às 16.09.11](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.09.11.png?width=670&height=332&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.09.11.png) 5\. You can utilise the search function to find the Action Area you're looking for more quickly.![Captura de Tela 2024-03-25 às 19.36.41](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-25%20%C3%A0s%2019.36.41.png?width=670&height=144&name=Captura%20de%20Tela%202024-03-25%20%C3%A0s%2019.36.41.png) 6\. You can also filter your Tasks. Simply click on ![Captura de Tela 2024-03-19 às 15.36.36](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2015.36.36.png?width=48&height=28&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2015.36.36.png) in the top left corner of your screen and choose the desired filter options from the drop-down menu, and then click **Apply**.  ![Captura de Tela 2024-03-19 às 15.30.45](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2015.30.45.png?width=176&height=461&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2015.30.45.png) #### **Actions Planner - View ordered by Topics** 1\. Action Areas are ordered by **Topics** by default. ![Captura de Tela 2024-03-18 às 16.11.55](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.11.55.png?width=670&height=333&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.11.55.png) 2\. Within each **Topic**, the list of related **Control Types** is displayed. ![Captura de Tela 2024-03-18 às 16.13.30](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.13.30.png?width=670&height=333&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.13.30.png) 3\. The combination of a **Topic** and a **Control Type** ultimately forms an Action Area. Clicking on a specific Action Area allows you to discover further detail. ![Captura de Tela 2024-03-18 às 16.23.07](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.23.07.png?width=670&height=331&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.23.07.png) 4\. At the top of your screen, you can view the Tasks associated with the selected Action Area. ![Captura de Tela 2024-03-18 às 16.25.10](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.25.10.png?width=670&height=255&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.25.10.png) 5\. You can edit each Task's details by clicking on a specific **Task**. To learn more about each Task's functionality, see the section **Tasks** below. ![Captura de Tela 2024-03-18 às 16.34.41](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.34.41.png?width=670&height=293&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.34.41.png) 6\. Under **Priority**, you can change the Task's priority. ![Captura de Tela 2024-03-18 às 16.37.03](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.37.03.png?width=670&height=333&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.37.03.png) 7\. Under **Status**, you can change the Task's Status. ![Captura de Tela 2024-03-18 às 16.37.23](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.37.23.png?width=670&height=334&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.37.23.png) 8\. To change the **Assignee**, **Impact**, **Priority** or **Status** of multiple Tasks simultaneously, simply click the checkbox on your left and select the desired options for the selected Tasks. ![Captura de Tela 2024-03-18 às 16.43.23](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.43.23.png?width=670&height=247&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.43.23.png) 9\. Below, you can see the all Requirements associated with that specific Action Area. ![Captura de Tela 2024-03-18 às 16.47.40](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.47.40.png?width=670&height=262&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.47.40.png) 10\. Click on a specific Requirement to view its details. ![Captura de Tela 2024-03-18 às 16.50.49](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.50.49.png?width=670&height=332&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.50.49.png) 11\. On the right side, you can view the **Requirements Details**, **Notes** for that Requirement, and **Read Withs**. ![Captura de Tela 2024-03-18 às 16.52.15](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.52.15.png?width=670&height=329&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.52.15.png) 12\. On the left side, under **Suggested Tasks**, you can view all the Tasks that the Libryo AI suggests may be necessary for you to create against that particular Requirement in order to comply with it. *Please note: these are suggestions, they may not all comprehensive nor all necessary. Please be diligent to add the Tasks you deem necessary to manage compliance at your company, and treat suggestions as one opinion.* ![Captura de Tela 2024-03-18 às 16.55.11](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.55.11.png?width=670&height=329&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.55.11.png) 13\. Simply click on the ![Captura de Tela 2024-03-18 às 17.02.00](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.02.00.png?width=44&height=44&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.02.00.png) symbol to adopt a **Suggested Task** for editing, before creating a new Task based off the Suggested Task.  ![Captura de Tela 2024-03-18 às 16.57.16](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.57.16.png?width=670&height=330&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2016.57.16.png) 14\. You can make any changes to the suggested text, and then click **Save** to create the Task. ![Captura de Tela 2024-03-18 às 17.03.29](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.03.29.png?width=272&height=536&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.03.29.png) 15\. You also have the possibility to create your own Task from first principles by clicking on **Create Task**. ![Captura de Tela 2024-03-18 às 17.04.34](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.04.34.png?width=670&height=321&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.04.34.png) 16\. Capture the Task's information, such as its Title, Due Date, Priority, Description, and then click **Save**. ![Captura de Tela 2024-03-18 às 17.08.48](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.08.48.png?width=279&height=555&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.08.48.png) 17\.  Once all Tasks created against Requirements within an Action Area have been successfully completed and marked as **Done**, the Action Area Status will then reflect as **Done**. ![Captura de Tela 2024-03-18 às 17.12.34](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.12.34.png?width=670&height=195&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.12.34.png) #### **Actions Planner - View ordered by Control Types** 1\. In this viewing mode, Action Areas are ordered by **Control Types**. ![Captura de Tela 2024-03-18 às 18.31.37](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2018.31.37.png?width=670&height=332&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2018.31.37.png) 2\. Within each **Control Type**, the list of related **Topics** is displayed. ![Captura de Tela 2024-03-18 às 18.35.37](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2018.35.37.png?width=670&height=333&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2018.35.37.png) 3\. The combination of a **Control Type** and a **Topic** ultimately forms an Action Area. Clicking on a specific Action Area allows you to discover further detail. ![Captura de Tela 2024-03-18 às 18.39.32](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2018.39.32.png?width=670&height=334&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2018.39.32.png) 4\. At the top of your screen, you can view the **Tasks** associated with the selected Action Area. ![Captura de Tela 2024-03-19 às 12.24.11](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2012.24.11.png?width=670&height=279&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2012.24.11.png) 5\. You can edit the Task's detail by clicking on a specific **Task**. ![Captura de Tela 2024-03-19 às 12.28.51](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2012.28.51.png?width=670&height=294&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2012.28.51.png) 6\. Under **Priority**, you can change the Task's priority. ![Captura de Tela 2024-03-19 às 14.21.25](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.21.25.png?width=670&height=292&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.21.25.png) 7\. Under **Status**, you can change the Task's Status. ![Captura de Tela 2024-03-19 às 14.23.38](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.23.38.png?width=670&height=291&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.23.38.png) 8\. To change the Status of multiple Tasks simultaneously, click on the checkbox on your left and select the required Status for the selected Tasks. ![Captura de Tela 2024-03-19 às 14.26.44](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.26.44.png?width=670&height=224&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.26.44.png) 9\. Below, you can see the Requirements associated with the selected Action Area. ![Captura de Tela 2024-03-19 às 14.34.42](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.34.42.png?width=670&height=141&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.34.42.png) 10\. Click on a specific Requirement to view its details. ![Captura de Tela 2024-03-19 às 14.36.50](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.36.50.png?width=670&height=283&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.36.50.png) 11\. On the right side, you can view the **Requirements Details**, **Notes** for the Requirement, and **Read Withs**. ![Captura de Tela 2024-03-19 às 14.39.53](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.39.53.png?width=670&height=279&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.39.53.png) 12\. On the left side, under **Suggested Tasks**, you can view all the Tasks that the Libryo AI suggests may be necessary for you to create against that particular Requirement in order to comply with it. *Please note: these are suggestions, they may not all comprehensive nor all necessary. Please be diligent to add the Tasks you deem necessary to manage compliance at your company, and treat suggestions as one opinion.* ![Captura de Tela 2024-03-19 às 14.41.51](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.41.51.png?width=670&height=274&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.41.51.png) 13\. Simply click on the **![Captura de Tela 2024-03-18 às 17.02.00](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.02.00.png?width=44&height=44&name=Captura%20de%20Tela%202024-03-18%20%C3%A0s%2017.02.00.png)** symbol to adopt a **Suggested Task** for editing, before creating a new Task based off the Suggested Task.  ![Captura de Tela 2024-03-19 às 14.46.30](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.46.30.png?width=670&height=287&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.46.30.png) 14\. You can make any changes to the suggested text, and then click **Save** to create the Task. ![Captura de Tela 2024-03-19 às 14.53.18](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.53.18.png?width=267&height=527&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.53.18.png) 15\. You also have the possibility to create your own Task from first principles by clicking on **Create Task**. ![Captura de Tela 2024-03-19 às 14.59.33](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.59.33.png?width=670&height=278&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.59.33.png) 16\. Provide the Task's information, such as its Title, Due Date, Priority, Description, and click **Save**. ![Captura de Tela 2024-03-19 às 14.56.22](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.56.22.png?width=256&height=504&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2014.56.22.png) 17\.  Once all Tasks created against Requirements within an Action Area have been successfully completed and marked as **Done**, the Action Area Status will then reflect as **Done**. ![Captura de Tela 2024-03-19 às 15.04.14](https://success.libryo.com/hs-fs/hubfs/Captura%20de%20Tela%202024-03-19%20%C3%A0s%2015.04.14.png?width=670&height=207&name=Captura%20de%20Tela%202024-03-19%20%C3%A0s%2015.04.14.png) #### **Actions Planner - View ordered by Requirements** Here you can assess your compliance status from your Requirements list. #### **How to Check the Compliance Status of Your Requirements List** **1.** Go to the **Requirements** tab within the **Actions Planner**. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-03-49-24-1776-PM.png?width=670&height=333&name=image-png-Jul-14-2025-03-49-24-1776-PM.png) **2.** In the **Compliant** column, you’ll see the number of requirements marked as compliant out of the total number for that regulation (e.g., 2/3). ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-03-49-44-1667-PM.png?width=670&height=333&name=image-png-Jul-14-2025-03-49-44-1667-PM.png) **3.** Click on a specific regulation to expand it and view the compliance status for each individual section. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-03-50-24-7302-PM.png?width=670&height=333&name=image-png-Jul-14-2025-03-50-24-7302-PM.png) The compliance status follows a color code: - **Red** - All sections are non-compliant - **Green** - All sections are compliant - **Yellow** - Sections are marked as *Needs Review* or *Verified* #### **How to Assess Compliance in the Actions Module - List View** **1.** Go to the **Requirements** tab within the **Actions Planner**. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-03-49-24-1776-PM.png?width=670&height=333&name=image-png-Jul-14-2025-03-49-24-1776-PM.png) **2.** In the **Compliant** column, click on the status next to the requirement you want to update. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-13-53-8643-PM.png?width=670&height=334&name=image-png-Jul-14-2025-08-13-53-8643-PM.png) **3.** Select the appropriate compliance status, ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-16-36-6243-PM.png?width=670&height=231&name=image-png-Jul-14-2025-08-16-36-6243-PM.png) **4**. A pop-up will appear prompting you to add a **response justification**, upload **supporting files**, and optionally select a **Drive folder**. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-17-36-8887-PM.png?width=596&height=439&name=image-png-Jul-14-2025-08-17-36-8887-PM.png) **5.** Once saved, the new status will be reflected in the list. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-19-16-0816-PM.png?width=670&height=119&name=image-png-Jul-14-2025-08-19-16-0816-PM.png) #### **How to Check Compliance in the Actions Module - Requirement Details Page** **1.** Go to the **Requirements** tab within the **Actions Planner**. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-03-49-24-1776-PM.png?width=670&height=333&name=image-png-Jul-14-2025-03-49-24-1776-PM.png) **2.** Click on the requirement to open its details page. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-22-03-1150-PM.png?width=670&height=335&name=image-png-Jul-14-2025-08-22-03-1150-PM.png) **3.** Go to the **Compliance** tab. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-23-47-0955-PM.png?width=670&height=324&name=image-png-Jul-14-2025-08-23-47-0955-PM.png) **4.** Select the appropriate compliance status. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-25-25-6926-PM.png?width=670&height=275&name=image-png-Jul-14-2025-08-25-25-6926-PM.png) **5.** A pop-up will appear prompting you to add a **response justification**, upload **supporting files**, and optionally select a **Drive folder**. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-17-36-8887-PM.png?width=596&height=439&name=image-png-Jul-14-2025-08-17-36-8887-PM.png) **6.** The requirement’s compliance status will be automatically updated.**![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-27-45-6607-PM.png?width=670&height=251&name=image-png-Jul-14-2025-08-27-45-6607-PM.png)** **7.** To see more information about the compliance status of the requirement, click the **Compliance** section. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Aug-14-2025-01-10-12-3057-AM.png?width=670&height=328&name=image-png-Aug-14-2025-01-10-12-3057-AM.png) **8.** The current compliance status, the date the requirement was last updated, and the change history will be displayed.![](https://success.libryo.com/hs-fs/hubfs/image-png-Aug-14-2025-01-11-05-5822-AM.png?width=670&height=141&name=image-png-Aug-14-2025-01-11-05-5822-AM.png) **9.** Click See Justification to view the requirement response justification, who changed the status, and when. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Aug-14-2025-01-14-44-5607-AM.png?width=670&height=194&name=image-png-Aug-14-2025-01-14-44-5607-AM.png) #### **Bulk Check Compliance for Multiple Requirements** Quickly evaluate and record compliance statuses for several legal requirements at once, saving time and ensuring consistency across your sites. **1.** Bulk-select the requirements for which you want to update the status. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-36-21-0862-PM.png?width=670&height=331&name=image-png-Jul-14-2025-08-36-21-0862-PM.png) **2.** Choose the new compliance status for the selected requirements. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-37-52-2458-PM.png?width=533&height=251&name=image-png-Jul-14-2025-08-37-52-2458-PM.png) **3.** A pop-up will appear prompting you to add a **response justification**, upload **supporting files**, and optionally select a **Drive folder**. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-17-36-8887-PM.png?width=596&height=439&name=image-png-Jul-14-2025-08-17-36-8887-PM.png) **4,** Once saved, the updated status will be applied to all selected requirements in the list. ![](https://success.libryo.com/hs-fs/hubfs/image-png-Jul-14-2025-08-39-43-0416-PM.png?width=670&height=228&name=image-png-Jul-14-2025-08-39-43-0416-PM.png) #### **Have any questions?** At **ERM Libryo**, we really want all our users to get the most from our system. We hope that this article was useful. 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