Use this checklist two ways: to work out what your business actually needs, and to compare platforms fairly once you have a shortlist. Mark the categories that apply to you, note the specific features you require in each, then score each system against your marked list. It pairs with our step-by-step guide on how to choose compliance software and the broader best compliance software comparison. Where a category links to a product page, that's how Complys handles it.
The complete features checklist
Risk assessments & RAMS
- ✓Site-specific risk assessments and method statements
- ✓Kept current, not copied from the last job
- ✓Sign-off and version control
- ✓Subcontractor RAMS review
Fire risk assessments
- ✓Digital FRAs to the recognised method
- ✓Action plans with owners and dates
- ✓Review-date tracking
- ✓Site and premises coverage
Construction phase plans
- ✓CDM 2015 CPPs, proportionate to the job
- ✓Linked to the RAMS they reference
- ✓Version-controlled and reissued as work changes
Asbestos management
- ✓Asbestos register and management plan
- ✓Re-inspection scheduling
- ✓Survey capture and records
Documents & policies
- ✓One store with version control
- ✓Clear current version
- ✓Controlled access and sharing
- ✓Search and retrieval on demand
Training
- ✓Every worker's tickets and qualifications on one grid
- ✓Expiry alerts before training lapses
- ✓Evidence of competence per role
Workers
- ✓Cards, DBS and right-to-work per worker
- ✓Portable worker passport
- ✓Competence linked to the work they do
Contractors
- ✓Onboarding and document collection
- ✓Verified insurances and accreditations
- ✓Live compliance score and ongoing monitoring
Incidents & RIDDOR
- ✓Log incidents and near-misses
- ✓Corrective actions tracked to closure
- ✓RIDDOR-reportable events flagged
Permits & inspections
- ✓Permits for high-risk work
- ✓Site inspections recorded against the project
- ✓Actions followed up
Toolbox talks
- ✓Deliver and record talks
- ✓Attendance captured
- ✓Evidence safety is actively managed
Property compliance
- ✓Gas, EICR, EPC and fire certificates per property
- ✓Portfolio compliance score
- ✓Renewal reminders across the portfolio
Certificate & expiry tracking
- ✓Every document type with an expiry date
- ✓Automatic reminders before lapse
- ✓Nothing relies on someone remembering
Assets & vehicles
- ✓Asset and vehicle records with inspections
- ✓Maintenance and check schedules
- ✓Certificates and expiries tracked like any other record
Reminders & automation
- ✓Automatic chasing of expiries and reviews
- ✓Reminders to the responsible person
- ✓Recurring tasks scheduled, not remembered
Audit trail
- ✓A record of who did what and when
- ✓Sign-offs, updates and reviews logged
- ✓Provable management, not just storage
Reporting & evidence
- ✓A complete, current evidence pack on demand
- ✓Reports for clients, auditors and regulators
- ✓Compliance status at a glance
Mobile & offline
- ✓Full use on a phone, on site
- ✓Works without signal, syncs later
- ✓Capture where the work happens
Permissions & access
- ✓A separate login per person
- ✓Tick-box control of what each sees
- ✓Ownership and accountability per record
Multi-site & multi-client
- ✓Each site, property or client its own record
- ✓A portfolio view across the lot
- ✓Overdue items surfaced by location
Integrations & support
- ✓Connects to the systems you already run
- ✓Data import so you don't re-key
- ✓Support included, and quick onboarding
How to score it
Don't treat this as a scavenger hunt for the platform with the most ticks. Mark the categories you're actually responsible for, weight those, and ignore the rest — a tool that nails your ten relevant categories beats one that half-does twenty. Pay special attention to the categories that turn storage into management: reminders and automation, audit trail, and reporting and evidence. Those are where many tools quietly fall short, and where the real work of staying compliant lives.
Match it to your situation
Smaller business? Focus on the essentials and simplicity — see compliance software for small businesses. Care most about keeping compliance current over time? Judge platforms as a compliance management system. Want the full picture first? Read the complete UK compliance software buyer's guide.