Help Centre

Download the compliance register for audits

Export a formatted Excel workbook of compliance items, documents and staff details for active staff, offboarded staff or both.

The compliance register is an Excel workbook built for audits (for example NDIS Practice Standards or aged care quality audits).

1. Click Compliance in the left-hand menu.
2. Under the Download compliance register button, choose Register for:
   • Active staff,
   • Offboarded staff, or
   • Active and offboarded staff.
3. Click Download compliance register. It says Preparing… for a moment, then the file downloads.

What's inside

Sheet	Contents
Summary	Counts of valid, expiring, expired, not submitted and pending items, and documents uploaded.
Compliance Register	Every compliance item per person: status, expiry, date sighted, who verified it and when, reminders.
Documents & Training	Uploaded documents with status, expiry, date sighted and reviewer.
Staff Details	Position, employment type, departments, site, dates, address and contact details.

Statuses are colour-coded and worked out on Melbourne time.

Note: Talent Pool applicants are never included — the register covers staff only. Pay rates and custom fields are not included.

Warning: The register contains personal information. Store it securely and share it only with the auditor.

Related articles

• Use the Compliance page
• Verify a compliance item — expiry, date sighted and verified by
• What you can export and download

Last reviewed 2026-10-13.