About Compliance Reports
Regulators all over the world create Restricted Substance Lists (RSLs) related to harmful chemical ingredients and demand that manufacturers comply with such lists when making products. Examples of such lists are European REACH or RoHS.
Makersite maps the substances used in your product against such lists. With this mapping in place, you can prepare the Compliance Status Overview Report and Compliance Status Report, described in this article. These reports differ in scope - the Overview report can be run against
Prerequisites
The chemical composition of your product must be known - typically from an IPC import.
Any product you want to see in the report must have its exemptions calculated.
RSLs you want to check against must be imported into the system.
Run Compliance Status Overview Report
Compliance Status Overview Report is a bulk report which checks all products imported into your system (either via BOM or IPC) against one or more RSLs.
Go to Makersite Apps > Business > Pivot Manager. A list of available reports opens.
Select Compliance Status Overview Report.
On the right-side panel, under Select Folder, select the source of product data for Makersite to check. You can select either All BOM imports or All IPCs. Makersite will check compliance of all available sources from the selected category against selected RSLs.
From Restricted Substance Lists, select one or more RSLs to be covered in the report.
Optionally, select Run in background and save. This option starts a job in the background and should be used when you expect a huge amount of data to be processed.
Select Create. This triggers the report job. Wait for the report to appear on the page or go to Your Profile > Jobs to check the status.
Check your report. The columns are explained in the table below. Please note that if you selected multiple RSLs, data for subsequent RSLs is displayed vertically.
Column | Description |
Order | Order of reported items |
Name | Product Group name |
Part number | Part number (MPN) assigned to a particular product |
Last updated on | When was this product model last updated? |
Last calculated on | When was the compliance model last calculated for this product? |
RSL name | RSL we're checking the product against. |
Exemption note | Product compliance status based on exemptions defined on the product for this RSL. |
Regulation note | Product compliance status based on Regulatory Statements defined on this product for this RSL. |
RSL compliant? | Final verdict - does this product comply or not? |
Has information | Is the necessary compliance information available for this product? |
Run Compliance Status Report
Compliance Status Report shows the compliance verdict for a single product against one or more RSLs.
Go to Makersite Apps > Business > Pivot Manager. A list of available reports opens.
Select Compliance Status Report.
On the right-side panel, under Product, look up and select the product for Makersite to check. Makersite will check compliance of this product against selected RSLs.
From Restricted Substance Lists, select one or more RSLs to be covered in the report.
Optionally, select Recalculate compliance. When selected, Makersite will re-calculate exemptions on this product before verifying it against the selected RSLs.
Optionally, select Run in background and save. This option starts a job in the background and should be used when you expect a huge amount of data to be processed.
Select Create. This triggers the report job. Wait for the report to appear on the page or go to Your Profile > Jobs to check the status.
Check your report. The columns are explained in the table below. Please note that if you selected multiple RSLs, data for subsequent RSLs is displayed vertically.
Column | Description |
Order | Order of reported items |
Level | BOM level for a given product |
Part/Product | Name of the product or product group |
SKU Name | Stock Keeping Unit name |
MPN/PN/CAS number | Depending on the product type, this column shows the Manufacture Part Number (MPN)/User Part Number (PN)/CAS number (chemicals), depending on the product type. |
Alternative | Was this product selected as an alternative after BOM import? |
Default | Informs you whether or not this component is the default alternative applied to the product. |
Excluded | Is this product excluded from compliance calculations? |
RSL_NAME | Contains the final compliance verdict for a product. |
Troubleshooting
Product is non-compliant even though all sub-components are compliant
You might witness something similar in your system as shown below. Note that the higher-level parts are not compliant even though all their sub-components are:
The reason is that Makersite does not show the SKUs for parts with assigned MPN numbers. At the same time, SKUs may still be assigned to these items in some cases (for example from cost data enrichment process). These SKUs may not have any substance information at all, which causes Makersite to mark them as non-compliant. Therefore, the parent product is also non-compliant.
To mitigate this problem, please check the non-compliant product for SKUs coming from data enrichment. If you find any, open them, go to Description > Product Information, and set Check Compliance to No.