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Updating Your Current Regulatory Matrix

As a site or company admin, you can manage the Regulatory Matrix by individual requirement, or in bulk by exporting the current matrix, making updates offline, and re-uploading it. This ensures all changes are applied accurately without creating duplicates and maintains consistency across company and site requirements.

Steps to Update a Current Regulatory Matrix
 
Individual Requirement Updates:
 
1. Go to the Admin view by selecting your company name in the top right corner of the screen, then select Regulatory Matrix.
 
 2. Select the Facility you would like to make the edits to.
 
 3. On the next screen, you can search for the requirement you would like to update and then make the necessary changes by either updating the Applicability or clicking on Edit, or deleting the requirement by clicking on Delete.  You can also Add Requirements from this view as well.
 
Screenshot 2025-10-20 at 1.32.22 PM
  
 
Bulk Updates to Multiple Requirements:
  
1. Go to the Admin view and Select Import Regulatory Matrix.
 
2. Select the Import Level and Facility you are updating - Then Select the blue button to Export Existing Matrix.
3. Edit The Matrix Offline:
 
- Open the exported file in Excel or another compatible spreadsheet program.
 
- Make your updates: mark applicability, add new requirements, or modify existing entries.
 
(NOTE: Do not change, rename, or remove any column headers OR ID. The system relies on these exactly to map the data during import. Altering them will cause the import to fail or create errors.)
 

Save your changes, click the link, and continue with STEP 5 to complete your import.