Understanding General Compliance Groups
Monitor customized workplace compliance requirements and organization-specific training from one centralized dashboard.
General Compliance Groups provide organizations with a flexible way to monitor recurring workplace training, internal certifications, company policies, and other organization-specific compliance requirements that are important to your business.

General Compliance Groups allow your organization to define its own compliance standards and monitor employee completion against the fulfillment rules you establish. Create customized compliance groups for recurring workplace training, internal certifications, company policies, specialty-specific education, or any other organization-specific requirement.
While Federal & State Compliance Groups monitor compliance requirements established by governing authorities, General Compliance Groups provide complete flexibility to track the requirements unique to your organization.
These requirements are tracked independently from CE renewal requirements, giving your organization complete visibility into compliance programs that support your internal policies, operational standards, and specialty-specific education.
How General Compliance Groups Work
General Compliance Groups function exactly like Federal & State Compliance Groups, providing the same powerful compliance monitoring, reporting, and employee management tools.
The difference is that General Compliance Groups do not include any default compliance topics.

Instead, they allow your organization to create customized compliance groups based on your own policies, procedures, and operational requirements.
Organizations can create unlimited compliance groups to monitor virtually any recurring workplace requirement.
For example, an oral surgery practice may create an Annual Oral Pathology Compliance Group to monitor specialty-specific continuing education for its clinical team.

Once established, the organization gains real-time visibility into employee compliance, allowing leadership to quickly identify employees who are:
- Compliant
- Approaching their next required completion
- Overdue
- Missing a required completion record
This provides organizations with an easy way to ensure internal training requirements are consistently maintained across every office and employee.
Organization-Defined Compliance
Every organization has unique compliance priorities.
General Compliance Groups give you the flexibility to determine:
- Which compliance topics will be monitored
- Which employees or professions must complete each requirement
- How frequently the requirement must be completed
- Which courses or activities satisfy the requirement
- Any additional fulfillment rules required by your organization
Because every compliance group is fully customizable, General Compliance Groups can be adapted to meet virtually any recurring workplace requirement.
Compliance Visibility
Like Federal & State Compliance Groups, General Compliance Groups provide real-time compliance monitoring based on the fulfillment rules you've established.
Organizations can instantly identify:
- Employees who are currently compliant
- Employees approaching their next required completion
- Employees who are overdue
- Employees with no record of completion
This allows managers to proactively schedule training, identify compliance gaps, and maintain complete oversight of organization-specific compliance programs.
Because General Compliance Groups display information and function exactly the same way as Federal &State Compliance Groups, please refer to the Understanding Federal & State Compliance Groups tutorial and Knowledge Base article for detailed information about:
- Dashboard features
- Compliance statistics
- Employee lists
- Viewing employee records
- Managing compliance groups
The only difference between the two features is the source of the compliance requirements:
- Federal & State Compliance Groups monitor compliance requirements established by federal regulations, state laws, licensing boards, accrediting agencies, or other governing authorities.
- General Compliance Groups monitor organization-defined compliance requirements based on your own internal policies, procedures, operational standards, and specialty-specific training objectives.