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Centrik 5 User Guide - Custom Regulations (Creating Custom Regulations)

  • Updated

Overview

Custom Regulations are regulations created and managed within your organisation’s Centrik site. They enable you to define, control, and maintain custom regulatory content in a structured and traceable way.

This article explains how to:

  • Access Custom Regulations
  • Create new Custom Regulations in Centrik

  • Publish Custom Regulations

     

 

Amendments and Version Control

Once a regulation has been created and published, it can be updated using Regulation Amendments.

  • Amendments allow controlled updates to existing regulations.
  • They are version-controlled, meaning:
    • Previous versions remain accessible
    • Changes only apply from the specified Effective From dates

To learn how to create and manage amendments, refer to the dedicated article on Custom Regulation Amendments:

https://helpdesk.trustflight.com/hc/en-gb/articles/18545125530269-Centrik-5-User-Guide-Custom-Regulations-Amend-an-Existing-Item-New-Version

 

 

Structure of Regulations

Before using Custom Regulations in Centrik, it is important to understand how they are organised. Regulations follow a fixed hierarchical structure.

Hierarchy Overview

Custom Regulations are structured in the following levels:

  1. Regulator / Authority (top level)
    • This is the highest level in the structure
    • For Custom Regulations, this is usually shown as Custom
  2. Regulation Titles
    • Expanding the top level reveals individual regulation titles
    • Selecting a title displays its content on the right-hand side of the screen
  3. Sections / Parts
    • Each regulation is divided into sections or parts
    • These appear in the main content area on the right
  4. Subdivisions / Sub-parts
    • Expanding a section reveals its subdivisions or sub-parts
  5. Regulation Items (Rules / Paragraphs)
    • Selecting a sub-part displays the detailed regulatory text

    • This is shown as individual paragraphs or rules

       

 

All levels except the top-level (Custom) can be fully customised. You can define structure, naming, and content to match your organisation’s needs.

 

 

Access Rights

In the Contacts module, the Edit, Approve and Publish Regulation Amendments permission is needed to be able to add new custom regulations.

 

 

 

Creating a Custom Regulation

Follow the steps below to create a new Custom Regulation structure and add content in Centrik.

Step 1: Navigate to Regulations

  • Go to the Compliance module on the left navigation menu
  • Select Regulations
  • Open the Manage tab

 

Step 2: Add a New Regulation

  • Click + Add Regulation
  • A new template will open

You will be required to enter:

  • Number
  • Name

Optional fields:

  • Published On Date (defaults to today if not set)
  • Effective From Date (defaults to today if not set)
  • Description

 

Step 3: Create Regulation Sections

You must define the structure of your regulation by adding sections.

  • In the Regulation Sections area, click Add
  • Enter a number and name for each section
  • Repeat to create as many sections as required
  • Click Save once all sections have been added

After saving:

  • Each section will display an arrow indicator
  • This allows you to expand and manage section content

 

Step 4: Add Regulation Items

  • Select a section using the arrow indicator
  • On the next page, click Add Item
  • Repeat to add multiple items as needed

 

 

Step 5: Edit a Regulation Item

  • Click on a line labelled (new item)
  • Select Edit to open the item details

 

You can define:

  • Reference (Important: used for audit checklist linking and searching)
  • Title
  • Applies From date
  • Details (main regulatory content)
  • Images / attachments
  • Click Save after entering item details

 

Step 6: Add more Regulation content

  • After saving, return to the previous page to add and / or edit more items

 

Important: Draft Status

  • Newly created Custom Regulations are saved in Draft
  • They still need to be published

 

 

Publishing a Custom Regulation

Follow the steps below to publish a Custom Regulation in Centrik.

 

Step 1: Navigate to the Regulations List

  • Go to Compliance
  • Select Regulations
  • Open the Manage tab
  • Click Show Regulations List

 

Step 2: Display Draft Regulations

  • By default, the list shows Published regulations only
  • Enable the Draft slider to include regulations in Draft status
  • Locate the required regulation in the list
  • Select it to open

 

Step 3: Review and Edit (Optional)

You will be taken back to the Regulation Detail screen.

  • Review sections and regulation items
  • Make any final edits to:
    • Structure (sections)
    • Content (regulation items)

 

Step 4: Publish the Regulation

  • Once you are satisfied, click Publish

 

Step 5: Confirm Published Status

  • The regulation status will update to Published

 

  • The regulation is now active and available for use
  • You can view your published custom regulation in the main Regulations area

 

  • Furthermore you can reference your custom regulations in audit checklists

 

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