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Regulatory Compliance Hub — How to Install

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How to Install — Regulatory Compliance Hub

Module folder: modules/regulatory_compliance_hub/   Version: v1.0.0

Regulatory framework management, compliance obligations tracking, and audit readiness for Perfex CRM

Before you begin

  • Backup your database (Setup → Backup or your host backup tool).
  • Use a staff account with Modules / Settings access.
  • PHP version and Perfex CRM version should match the module README requirements when listed.
  • Keep the module folder name exactly regulatory_compliance_hub.

Step-by-step installation

  1. Upload the regulatory_compliance_hub folder into your CRM modules/ directory (FTP, cPanel, or Setup → Modules → Upload when available).
  2. Log in to Admin.
  3. Go to Setup → Modules.
  4. Find Regulatory Compliance Hub and click Activate (or Upgrade if already installed).
  5. Wait for migrations/tables to finish — do not refresh mid-activation.
  6. Go to Setup → Staff → Roles and assign permissions for this module.
  7. Open Regulatory Compliance Hub → Settings and save defaults.

Install notes from README

Installation

  1. Upload the regulatory_compliance_hub folder to modules/regulatory_compliance_hub/ — no core file changes required.
  2. Go to Setup → Modules in Perfex CRM admin.
  3. Find Regulatory Compliance Hub and click Activate.
  4. Assign permissions under Setup → Staff → Roles.
  5. If prompted after a future update, click Upgrade Database.

Uninstall

  1. Deactivate the module under Setup → Modules.
  2. Click Uninstall — all module tables, settings, related email templates, and uploaded files under uploads/rch/ are removed.

After activation — configuration checklist

  1. Extract the purchase ZIP.
  2. Go to Setup → Modules and click Activate on Regulatory Compliance Hub.
  3. Assign permissions under Setup → Staff → Roles.
  4. Open Compliance Hub → Settings and save your prefixes / alert options.
  5. Perfex CRM 2.3+ (3.x recommended)
  6. PHP 7.4+ (8.1+ recommended)
  7. MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  8. PHP extensions: mysqli, json, mbstring, curl, fileinfo

Official documentation — Installation

1. Installation

  1. Extract the purchase ZIP.
  2. Upload the regulatory_compliance_hub folder to your Perfex CRM modules/ directory.
  3. Go to Setup → Modules and click Activate on Regulatory Compliance Hub.
  4. Tables, options, upload folders, and default frameworks are created automatically (rch_db_version = 100).
  5. Assign permissions under Setup → Staff → Roles.
  6. Open Compliance Hub → Settings and save your prefixes / alert options.

No core Perfex CRM files are modified. The module uses the standard Perfex hooks system only.

Requirements

  • Perfex CRM 2.3+ (3.x recommended)
  • PHP 7.4+ (8.1+ recommended)
  • MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  • PHP extensions: mysqli, json, mbstring, curl, fileinfo

Staff permissions (from module)

Assign under Setup → Staff → Roles. Each feature can expose different actions:

FeatureActions
Compliance Dashboard
rch_dashboard		view
Frameworks
rch_frameworks		view, create, edit, delete
Regulations
rch_regulations		view, create, edit, delete
Obligations
rch_obligations		view, create, edit, delete, complete
Audit Calendar
rch_audits		view, create, edit, delete
Audit Findings
rch_audit_findings		view, create, edit, delete
Corrective Actions (CAPA)
rch_corrective_actions		view, create, edit, delete, complete, verify
Policies
rch_policies		view, create, edit, delete, publish
Training Records
rch_training_records		view, create, edit, delete
Training Requirements
rch_training_requirements		view, create, edit, delete
Compliance Scorecard
rch_scorecard		view
Compliance Reports
rch_reports		view, export
API Keys
rch_api_keys		view, create, delete
Webhooks
rch_webhooks		view, edit, delete
Integrations
rch_integrations		view, edit
Settings
rch_settings		view, edit

Verify installation (checklist)

  1. Setup → Modules shows Regulatory Compliance Hub as Active.
  2. Admin sidebar shows the Regulatory Compliance Hub menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening Regulatory Compliance Hub → Settings loads without PHP errors.
  5. Creating one sample record succeeds and appears in the list/table.
  6. (If used) Cron-dependent features have Perfex CRM cron enabled on the server.

After install — first actions

  1. Create master data required by this module.
  2. Create one sample record and walk it through approve/complete if applicable.
  3. Train staff using the Quick Start Guide.

Related: Features · Quick Start · FAQ · Version & Changelog

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