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Compliance Requirements allow you to define which licences, insurances, and documents are required for each type of vendor in TradesField. This ensures every vendor is assessed against the right standards, based on the kind of work they do for your organisation.

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How Compliance Requirements work

Each vendor in TradesField is assigned a Compliance Type. This determines which documents they must provide when they submit their details. By default, TradesField includes three compliance types:
  • Subcontractor
  • Supplier
  • Consultant
Each type has its own set of required documents. For example, you may require all Subcontractors to provide Public Liability and Professional Indemnity insurance, while a Supplier such as Bunnings may not need either. These rules ensure vendors are only asked for what is relevant to them.

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Where Compliance is managed

Compliance Requirements are managed in Admin > Compliance. From here, you can view and edit:
  • Compliance Types
  • Required documents and insurances for each type
  • Expiry tracking and validation rules
Compliance admin

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Editing compliance requirements

You can customise each Compliance Type to match your internal policies. For each type, you can:
  • Add or remove required documents
  • Set which insurances are mandatory
  • Control which licences must be supplied
Changes apply immediately to all future vendor invites that use that Compliance Type. Edit compliance

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How compliance is assigned to vendors

A vendor’s Compliance Type is assigned when you invite them. When sending an invite, you choose which Compliance Type applies to that vendor. This determines what they are asked to provide in their submission. If needed, you can also change a vendor’s Compliance Type later:
  1. Open the vendor
  2. Click the three dots
  3. Select Edit vendor
  4. Update their Compliance Type
This will change which documents are required for that vendor going forward.

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Why this matters

Compliance Types ensure:
  • Vendors are not asked for irrelevant documents
  • High-risk vendors are held to higher standards
  • Your compliance process stays consistent and auditable
This keeps your data clean, reduces back-and-forth with vendors, and helps your team stay confident that the right checks are in place before any work or payments occur.