Understanding Compliance Checklist
How the live checklist keeps you on track.
The compliance checklist is a live list of what is missing or weak before a report goes to the donor.
What it checks
- Missing evidence and incomplete evidence details
- Unverified indicators
- Unsupported report claims
- Missing annexes, procurement documents or approvals
- Missing disaggregation
- Late activity updates
- Sensitive data warnings
- Unreviewed AI output
- Donor requirements from the template
Severity and status
Severity: Low, Medium, High, Critical. Status: Open, In progress, Resolved, Accepted risk, Not applicable. Resolving needs a note; accepting a high-severity risk needs authority.
Automatic
The list is generated from your template, logframe, activities and evidence and refreshes as data changes. Coverage gaps in a report create items without duplicating or overwriting your earlier decisions.
Where you see it
- Compliance in the main menu (all projects) and each project's compliance page
- Report checks in the report editor
- The export gate
Blocking items must be cleared, or accepted with a reason, before approval and export.