Compliance Module Configuration Settings (Maintenance Tracking)

To get the most out of the Compliance Module in EBIS, it's important to understand which configuration settings control user access, system behavior, and available dropdown options.

This article outlines the key settings admins should be aware of when configuring and managing the Compliance Module.

User Access and Permissions

Compliance functionality is restricted based on user roles. Only users with an Advanced Access User (AAU) profile can:

Create and edit Compliance Items
Import Compliance Items in bulk
Manage compliance completion from Work Orders
Add/edit historical inspections

Access Configuration:

Go to Config > User Profiles > [Profile Name] > Access Levels > Compliance tab

Permissions include:

View – View compliance records
Add / Edit / Delete – Manage compliance items
Copy to Another Asset – Copy compliance items between aircraft
Add/Edit/Delete Media – Manage documents (e.g., 8130s) tied to compliance items
Add Inspection / Add Inspection (Historical) – Log current or backdated inspection records
Delete Inspections – Remove compliance history
Manage on Work Order – Add items from Compliance tab on W.O.
Export – Export compliance data
Reports – View compliance-related reports
Update from Work Order – Update compliance records with completion data

Compliance Type and System Type

Configure your Compliance Types under: Config > Lists > Compliance Type

Each Compliance Type must have a:

Name – e.g., Airframe, Engine, Avionics
System Type – Component or Inspection (controls available fields and tracking behavior)
Reporting Type – Affects which report(s) the item appears on (e.g., Airframe, Engine, Inspection)

⚠️ System Type determines which fields are available on the Compliance item. Choose carefully based on what you plan to track.

📘 To learn more about Compliance Type vs System Type, see: Understanding Compliance Type vs. Compliance System Type

Custom Dropdowns for Item Fields

Custom options for Compliance Items can be configured in Config > Lists, including:

Compliance Action – Options for what action is required (e.g., Inspect, Replace, Clean)
Compliance Inspection – Options for the "Inspection Type" field (e.g., AD, SB, Inspection)
Compliance Item Type – Optional classification label for organizing items

Import Settings for Compliance Items

Admins can import Compliance Items in bulk using: Config > Import Data > Import Type: Compliance

Ensure these settings are configured first:

Tail numbers (reg numbers) exist for all aircraft in the import
Compliance Types and actions in the spreadsheet match the options in your config
Interval fields match the System Type (e.g., use interval_hours for Component items, inspect_interval_hours for Inspection items)

📘 Refer to the Creating New Compliance Items article for full import guidance and common errors.

Managing Compliance Completion from Work Orders

Users with proper access can update compliance completion dates from within a Work Order:

Navigate to the W.O.'s Compliance tab
Click Manage Completion Dates to enter new compliance completion info

This behavior is controlled by the "Update from Work Order" setting in the user profile.

💡 When enabled, this lets you complete compliance items directly from the W.O. without editing the Compliance Item itself.

Meter Profile Considerations

Since usage-based compliance intervals depend on meter readings, ensure the user has access to configure and manage those as needed:

Go to User Profiles > Select a User > Access Levels > Meter Readings tab to enable:

Add/Edit/Delete readings
Override validations
Change Meter Profiles
Batch Update permissions

⚠️ If a reading doesn’t exist for a compliance item’s Start/Install Date, interval calculations may fail or return inaccurate values.

Keywords: Compliance Settings, EBIS Configuration, User Permissions, Compliance Setup Options Audience: Admins, Implementation Leads, Product Setup Teams Article Type: Configuration Overview