Build the questionnaire once

An admin builds a compliance form as sections of questions — including questions that require a supporting document upload. Set it to apply organisation-wide, or target it to specific users or groups: a due-diligence pack for partner organisations, an annual attestation for staff, a safeguarding checklist for field teams.

Recurring, with expiry that’s tracked automatically

Each question — or the form as a whole — can carry a recurrence rule and a validity period. Once someone submits, Monival records when it was submitted, when it’s due to expire, and when it needs to come round again, instead of that living in someone’s calendar reminders.

Submit once, reuse the answers

The person or organisation the compliance form applies to sees a self-service submission view, pre-filled with whatever they last submitted — so a recurring attestation isn’t re-entered from scratch every cycle, only updated where something changed.

Approve, don’t just collect

Forms can be configured to require approval before a submission counts as compliant, routed through an approval workflow rather than just landing in a pile. Reviewers see submission status, approval state, and expiry at a glance across everyone the form applies to.

Where this fits

Compliance runs on the same platform as your programme data — no separate tool for due diligence or staff attestations. Pair it with 360° evaluations for a full picture of partner performance and compliance in one tenant.

Get started

Compliance tracking ships in the platform today, packaged into the Grants plan alongside budgets and donor tracking. That plan is in early access — join the waitlist or talk to us about early access for your organisation.