This is the whole of most compliance. Not extra work, just a record of the work you already do.
Example conversation with Rules & Licensing
You
What records should I keep to prove I am compliant, and for how long?
Rules & Licensing
Keep it to one folder and one habit.
Certificates and licences. Current copy plus the previous one. Insurance certificates for at least as long as a claim could arise.
Anything dated. Safety checks, training, risk assessments. A dated note is worth more than a perfect undated one.
Customer data decisions. Why you hold it and when you delete it, written once.
The habit: photograph it the day it happens. Reconstructing later is what makes compliance feel enormous.
Want a one-page checklist for your trade?
Certificates and licences. Current copy plus the previous one. Insurance certificates for at least as long as a claim could arise.
Anything dated. Safety checks, training, risk assessments. A dated note is worth more than a perfect undated one.
Customer data decisions. Why you hold it and when you delete it, written once.
The habit: photograph it the day it happens. Reconstructing later is what makes compliance feel enormous.
Want a one-page checklist for your trade?
Compliance is mostly a record of work you already do.
Paste this to IVY
What records should a [type of business] keep in order to prove it is compliant, and how long should each be kept? Give me a simple list I can actually maintain.
Try it on your business
Every lesson ends with a question to hand to a Greymill specialist, who answers with what it knows about your business.