Compliance Planning & Tracking
Plan, track and evidence compliance across ISO 19650, Building Regulations, client requirements and insurance requirements — in one structured place rather than scattered across spreadsheets, PDFs and emails.
What is compliance planning and tracking?
Construction projects sit on top of overlapping compliance regimes — ISO 19650 for information management, the Building Safety Act and Building Regulations for safety-critical design, project-specific employer requirements, and insurance and assurance obligations that demand structured, defensible evidence. Most teams track each in a different spreadsheet, document control system or email thread, with no single source of truth.
Morta brings these requirements into one structured place. Plan compliance at the start of the project — what standards apply, who owns each obligation, what evidence is required — and track delivery against the plan as work happens. Information flows from the systems you already use (CDEs, programmes, ERPs, inspection apps), and Morta links design decisions, deliverables, inspections and approvals into a continuous audit trail.
The result is compliance as a live position, not a quarterly scramble: every standard accounted for, every obligation owned, every piece of evidence traceable, and every gateway, audit or insurance review supported with structured records rather than reconstructed history.
This template was developed with input from the Morta community and is being reviewed against industry standards.
Trusted by safety and compliance teams.
“We've got away from copying and pasting file names into single Excel cells and taken out human error.”
“Morta's integration with IFC Open Shell has enabled us to automate data assurance, saving hundreds of hours.”
“Morta allows us to automate the validation process, saving a lot of time and improving efficiency. It's a game changer for us.”
Frequently asked questions.
Common questions about this template and how it works.
How does Morta support ISO 19650?
Morta provides structured templates for the EIR, MIDP, TIDPs and naming conventions that sit at the heart of ISO 19650. Information delivery is tracked against the plan in real time, with a full audit trail of who delivered what and when.
Can I track Building Regulations and the Building Safety Act in the same place?
Yes. The compliance tracker is structured around Approved Documents and supports Gateway 2 submissions to the Building Safety Regulator, with the golden thread evidence trail that the Building Safety Act requires.
How do I track project-specific client and insurance requirements?
Each requirement — whether from the client's appointment, employer's requirements, or an insurer's checklist — is captured as a row with an owner, status, and linked evidence. As work happens, evidence is linked from the systems where it lives (CDE, inspection apps, ERP), so the compliance position stays live.
Can I export compliance evidence for audits and submissions?
Yes. Compliance statements export to Word for formal submissions and appointment documents, or to Excel for analysis. Every export reflects the current data in Morta, so audits and assurance reviews are supported with up-to-date evidence.
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Plan and track compliance in one place.
Copy this template for free and customise it to match your project's compliance regime.