> For the complete documentation index, see [llms.txt](https://docs.totalmateria.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.totalmateria.com/green-line/compliance-assessor-new.md).

# Compliance Assessor New

Use **Compliance Assessor** in Green Line to assess multiple materials against multiple regulations. It provides the status for each material and identifies compliant alternatives for non-compliant materials. Assess up to **1,000 materials** against up to **5 regulations** in one run.

### Quick guide

*Step 1: What is being assessed?*

Add materials to a compliance assessment in either of these ways:

* In any material list, select the materials using the checkbox on the right. Then select **"ADD TO GREEN LINE"** and choose **"Compliance Assessor"**.
* On a material page, add the material directly to **"Compliance Assessor"**.

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*Step 2: What are materials assessed by?*

In **Compliance Assessor Module**, you can select up to **5 regulations** from the **Regulation** drop-down list. Regulations are sorted by country, can be added by checking the appropriate box.&#x20;

Use the search box to quickly find relevant regulations using keywords.

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{% hint style="info" %}
Each regulation has a description window that provides information and context about the regulation.
{% endhint %}

<details>

<summary>List of regulations available in Compliance Assessor and BOM</summary>

Australia – AICS – Australian Inventory of Chemical Substances

Canada – DSL – Domestic Substances List

Canada – NDSL – Non-domestic Substance List

China – ELVs (GB/T 30512) – Requirements for prohibited substances on automobiles

China – IECSC – Inventory of Existing Chemical Substances Produced or Imported in China

China – RoHS (GB/T 26572) – Requirements of concentration limits for certain restricted substances in electrical and electronic products

China – RoHS (GB/T 26572-2011 Amendment No.1) – No. 1 Amendment to Requirements of Concentration Limits for Certain Restricted Substances in Electrical and Electronic Products

European Union – (EC) No 1005/2009 – Regulation on substances that deplete the ozone layer

European Union – (EC) No 649/2012 – Regulation Concerning the Export and Import of Hazardous Chemicals

European Union – (EU) 2019/1021 – Regulation on persistent organic pollutants (recast)

European Union – (EU) 2024/590 – Regulation on substances that deplete the ozone layer, and repealing Regulation (EC) No 1005/2009

European Union – (EU) No 1257/2013 – Regulation on ship recycling and amending Regulation (EC) No 1013/2006 and Directive 2009/16/EC

European Union – (EU) No 1257/2013 - EMSA – Regulation on ship recycling and amending Regulation (EC) No 1013/2006 and Directive 2009/16/EC - EMSA Guidance on the Inventory of Hazardous Materials

European Union – (EU) No 517/2014 – Regulation on fluorinated greenhouse gases and repealing Regulation (EC) No 842/2006

European Union – (EU) 2024/573 – Regulation on fluorinated greenhouse gases, amending Directive (EU) 2019/1937 and repealing Regulation (EC) No 517/2024

European Union – CLP ((EC) No 1272/2008) – Regulation on classification, labelling and packaging of substances and mixtures

European Union – CRM – Critical Raw Materials

European Union – ED List – Endocrine Disruptor Lists

European Union – ELVs (2000/53/EC) – Directive on End of Life Vehicles

European Union – PFAS - OECD – Per- and polyfluoroalkyl substances (PFAS)

European Union – REACH ((EC) No 1907/2006) – Registration, Evaluation, Authorisation and Restriction of Chemicals

European Union – REACH ((EC) No 1907/2006, Annex XIV) – Registration, Evaluation, Authorisation and Restriction of Chemicals (List of substances subject to authorisation)

European Union – REACH ((EC) No 1907/2006, Annex XVII) – Registration, Evaluation, Authorisation and Restriction of Chemicals (Restrictions on the manufacture, placing on the market and use of certain dangerous substances, mixtures and articles)

European Union – REACH ((EC) No 1907/2006, Article 59) – Registration, Evaluation, Authorisation and Restriction of Chemicals (Candidate list of substances of very high concern for authorisation)

European Union – RISL – Railways Industry Substance List

European Union – RoHS ((EU) 2015/863) – Directive amending Annex II to Directive 2011/65/EU of the European Parliament and of the Council as regards the list of restricted substances

European Union – RoHS (2011/65/EU) – Directive on the restriction of the use of certain hazardous substances in electrical and electronic equipment (recast)

International – AD-DSL – Aerospace and Defense Declarable Substance List

International – Conflict Minerals – Conflict Minerals

International – EMRT - Extended Minerals Reporting Template

International – GADSL – Global Automotive Declarable Substance List

International – IEC 62474 – Material Declaration for Products of and for the Electrotechnical Industry

International – MEPC.379(80) – Resolution MEPC.379(80): Guidelines for the development of the inventory of hazardous materials

International – Montreal Protocol – The Montreal Protocol on Substances that Deplete the Ozone Layer

International – PFAS – Per- and Polyfluoroalkyl Substances

International – Rotterdam Convention – The Rotterdam Convention on the Prior Informed Consent Procedure for Certain Hazardous Chemicals and Pesticides in International Trade

International – SIN List – SIN (Substitute It Now) List developed by ChemSec (the International Chemical Secretariat)

International – Stockholm Convention – The Stockholm Convention on Persistent Organic Pollutants

Japan – ENCS – Japanese Existing and New Chemical Substances

Japan – PACSs – Priority Assessment Chemical Substances

Japan – RoHS (JIS C 0950) – The marking for presence of the specific chemical substances for electrical and electronic equipment

Mexico – INSQ – National Inventory of Chemical Substances

New Zealand – NZIoC – New Zealand Inventory of Chemicals

Russia – RoHS (TR 037/2016) – On the restriction of the use of hazardous substances in electrical and electronic products

South Korea – ELVs (Presidential Decree No. 35804) – Enforcement Decree on the Act on Resource Circulation of Electrical and Electronic Equipment and Vehicles

South Korea – KECI – Korea Existing Chemicals Inventory

South Korea – RoHS (Presidential Decree No. 35804) – Enforcement Decree on the Act on Resource Circulation of Electrical and Electronic Equipment and Vehicles

Turkey – ELVs (Official Gazette No. 27448) – Regulation About the Control of End of Life Vehicles (ELVs)

Turkey – RoHS (Official Gazette No. 32055) – Regulation on the restriction of the use of certain hazardous substances in electrical and electronic equipment

United Kingdom - UK REACH - UK Registration, Evaluation, Authorisation and Restriction of Chemicals

United Kingdom – UK REACH (Annex XIV) - UK Registration, Evaluation, Authorisation and Restriction of Chemicals (List of substances subject to authorisation)

United Kingdom – UK REACH (SVHC) - Registration, Evaluation, Authorisation and Restriction of Chemicals (Candidate list of substances of very high concern for authorisation)

United States – CAA - Section 112(r) – Clean Air Act - Section 112(r): Regulated Chemicals for Accidental Release Prevention

United States – California Proposition 65 – Safe Drinking Water and Toxic Enforcement Act of 1986

United States – Maine Public Law LD1503 (PFAS) – An Act To Stop Perfluoroalkyl and Polyfluoroalkyl Substances Pollution

United States – NAS 411-1 – National Aerospace Standard, Hazardous Materials Target List (HMTL)

United States – NAS 411-1 (with optional PFAS list)– National Aerospace Standard, Hazardous Materials Target List (HMTL) - Including Appendix E (Optional Additional PFAS List)

United States – SARA 302 – Superfund Amendments and Reauthorization Act, Title III, Section 302, Extremely Hazardous Substances

United States – SARA 313 – Superfund Amendments and Reauthorization Act, Title III, Section 313, Toxic release inventory

United States – TSCA – Toxic Substances Control Act

United States – TSCA High-Priority Substances – High-Priority Substances for Risk Evaluation

United States – TSCA Section 6(h) – Regulation of Persistent Bioaccumulative and Toxic Chemicals

</details>

*Step 3: Browse the results*

Once assessed, columns for each regulation will appear next to the materials list, showing corresponding compliance statuses. A **cumulative status** is also displayed next to each material designation. You can switch between **Overview** and **Details** views for analyzing in depth the assessment results. All assessments can be saved in [**Console**](/material-console/save-and-share.md#access-and-share-your-saves)**, shared** and exported as an **Excel file**.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FkRzB7vyIhCyKuyQbWwAm%2Fimage.png?alt=media&amp;token=3b6123de-b5bd-47eb-b0c9-c3c5501e12ea" alt=""><figcaption></figcaption></figure>

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### Do More

#### Visualization of results

There are a few ways for better understanding and manipulation of the data results from the performed assessment.

Results can be filtered for easier viewing by a cumulative status or status by each of the chosen regulations either individually or by multiple selections.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FG7AUrJY1aI5uHgmNjcha%2Fimage.png?alt=media&amp;token=04f4c2e8-3600-4863-af7e-92309c4194cb" alt=""><figcaption></figcaption></figure>

Additionally, there are material filters that support better analysis and management of larger material lists. These filters help refine results based on specific material characteristics:

* **Material Designation** – Filter materials by their designation names for quick identification.
* **Material Group** – Use a dropdown to narrow results based on predefined material groups.
* **Standard** – Filter the list by applicable standards to align with specific regulatory or industry requirements.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2Fp48xyzBF2OUs7Kve5VSa%2Fimage.png?alt=media&amp;token=51a9de81-3c8e-44d6-8d30-b86ab4ee90b4" alt=""><figcaption></figcaption></figure>

These options enhance clarity and control, allowing users to focus on relevant subsets of materials during compliance reviews.

Visualization of the results can be done either in “Overview” or “Details” view, depending on the need of result analysis.

1. **Overview**: This is the default view. It shows a list of materials with their cumulative compliance statuses for all selected regulations. You can sort the materials by clicking the regulation header.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FzASr3EBIf9cXgIGYigCP%2Fimage.png?alt=media&amp;token=e4a36598-9b23-4a64-8ce1-2e924e87fb0d" alt=""><figcaption></figcaption></figure>

2. **Details**: Ideal for more detailed analysis. Materials are displayed vertically, with additional visible chemical composition for each material. This view allows you to filter statuses by individual regulations and see the status of each composition component for deeper regulatory analysis.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FMW1NQq8miG22wJaVru5V%2Fimage.png?alt=media&amp;token=6af3c53b-8c43-4fea-a5da-d914bcb39c24" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FdON2vPUooSjD8poq0V96%2Fimage.png?alt=media&amp;token=6ecd59c9-3b13-4f29-a53f-3b3e71c2f2ea" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Hint: If the list of materials in Compliance Assessor is large, and user wants to see specific materials in detail view (in order to skip clicking on right and left arrow buttons a dozen times in vertical view), user should pin these materials in table view (up to 4 materials) and switch to vertical view. Pinned materials will be displayed on the vertical view screen.
{% endhint %}

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FQwjvjF2VDIzr6pqMvIYF%2Fimage.png?alt=media&amp;token=f29b64e8-8d4d-4091-b1be-3186047930cc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FhvlckqK2qLsYolfkEElC%2Fimage.png?alt=media&amp;token=e67546bb-06af-46d0-94f7-7cdbe0e645ea" alt=""><figcaption></figcaption></figure>

#### Change chemical condition/reference

Some materials may have multiple conditions or references, sourced from various **Safety Data Sheets (SDSs)** or standards. As a result, the compliance status may vary for the same regulation based on different chemical compositions or compliance statements. You can modify the condition or reference by selecting the button next to the material in the **Condition** column, enabling a more accurate assessment of compliance.

For example: REACH (EC) No 1907/2006 for a specific list of materials may lead to findings of non-compliant or unassessed materials. There is an option to modify the condition or reference by selecting the button next to the material in the condition column.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FTJdTUX1QKFxe7NYoGMxf%2Fimage.png?alt=media&amp;token=94aed19d-4c9b-407a-a5a5-77d89ff970b5" alt=""><figcaption></figcaption></figure>

This action opens a window displaying choices of available conditions/references along with their respective chemical compositions.

<div><figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FUaGoEjrr93VX5KHJXfnQ%2Fimage.png?alt=media&amp;token=ee172f3c-91d1-4c5f-ad42-6ef43cc6286e" alt=""><figcaption></figcaption></figure> <figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FlqKXrateh9jrUf2ewUHY%2Fimage.png?alt=media&amp;token=b8c82c9b-35fd-4e64-afb0-f84e37dcb450" alt=""><figcaption></figcaption></figure></div>

Once you save a changed condition or reference, the compliance status of the material will automatically update in the **Compliance Assessor** list. This ensures that the most accurate and up-to-date information is reflected in the assessment, based on the newly selected condition or reference. This real-time update allows for efficient reassessment of materials against the relevant regulations, making it easier to track compliance across multiple materials and regulations.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FHYLRLv7PZvQW7jV9IcPr%2Fimage.png?alt=media&amp;token=0ca96914-6e88-4941-af73-3e05ac0520b4" alt=""><figcaption></figcaption></figure>

#### Exclude undefined chemical criteria

Some metallic materials include unspecified residual elements in their chemical composition. These elements appear as **Other (each)**, or **Other (total)**. They are grouped under defined limits rather than identified individually. Suppliers usually know which elements these entries represent. To exclude them from an assessment, select **Exclude undefined chemical criteria** beside the regulation list in Compliance Assessor.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FOuVfeJYS13pV7U7dOhcj%2Fimage.png?alt=media&amp;token=ca875e61-5309-4095-8186-540e0cbe20dc" alt=""><figcaption></figcaption></figure>

Compliance Assessor cannot assess substances without a specified chemical identity. Including them may produce an incomplete cumulative material status. Excluding undefined criteria provides more flexibility during the assessment, this option is particularly useful for aluminum alloys.

<div><figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FY3HFMoonmTUF38hhlazQ%2Fimage.png?alt=media&amp;token=5451e5cf-d052-4745-a3d6-213910b1a5df" alt=""><figcaption></figcaption></figure> <figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FYy6Tlni4KDISlTmLDTrI%2Fimage.png?alt=media&amp;token=10b6a262-89dd-406f-917b-2ea8be3b92a2" alt=""><figcaption></figcaption></figure></div>

### Save, Load, Share and Export Compliance Assessment

#### Save Compliance Assessments

All compliance assessments performed in the **Compliance Assessor** can be saved for future reference.

Upon selecting the **Save** button, you have the option to name the assessment and provide a description. This helps in organizing and managing multiple saved assessments. If no title is provided, a generic title with the save date will be automatically assigned.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2F64UQ4HUcvhxL0fpUuYJZ%2Fimage.png?alt=media&amp;token=92597d85-8217-45a2-b3a2-9b6d92ed2f9c" alt=""><figcaption></figcaption></figure>

All saved Compliance Assessments can be found and managed in Material Console -> My Console -> Saved CAs.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FdfgDVIr3lAJJqKUfxBIB%2Fimage.png?alt=media&amp;token=ac69ff50-94b0-40cc-9421-a483ce2344ce" alt=""><figcaption></figcaption></figure>

Additionally, they can be loaded directly from the module by clicking on the 'Open' button.&#x20;

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FP6eYT4OLUV013eXWYcDx%2Fimage.png?alt=media&amp;token=33b530db-802e-444f-8ab4-8b32c5aeb0ad" alt="" width="375"><figcaption></figcaption></figure>

#### Load Compliance Assessment

When previously saved compliance assessment is loaded, if any material's status has changed since the assessment was saved, information icons will appear next to the material designation and regulation statuses for that material. This ensures that you are aware of any changes that may affect the compliance results.

To obtain updated statuses click on Assess.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FIYEKl4WDV2lx5JH0b80G%2Fimage.png?alt=media&amp;token=ba89c35a-e88c-4414-823b-c6bd951f9b91" alt=""><figcaption></figcaption></figure>

#### Share Compliance Assessment

Once the assessment is saved, sharing option becomes available. Click on the 'Share' button and copy the generated URL and send it to your colleagues. This allows them to access the saved Compliance Assessment and its results without any editing possibilities.

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{% hint style="info" icon="binoculars" %}
Viewer Mode

Users can open a shared assessment without Green Line access. In viewer mode, they can view materials, selected conditions, statuses, and filter the results. They can also select materials to create a list and continue their work based on these results. They cannot change settings, save, or export the assessment. This mode lets compliance teams share results with design and supply department colleagues.
{% endhint %}

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FYuQ8PKUbQJiehjoUUgHx%2Fimage.png?alt=media&amp;token=4b687a53-0b20-4930-8af3-98be2b077754" alt=""><figcaption></figcaption></figure>

#### Report on you assessment

Select materials in the list and add the result of their assessment to Report Builder by pressing "Add to report Builder" button. Assessed materials and their statuses to corresponding regulations will be added to a PDF editor that can further be reorganized and added upon, in order to help create a complete report of work that has been done using Total Materia. For more details see [Report Builder](/material-console/report.md).

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2FynwY6jpjhwbOimDkrQjt%2Fimage.png?alt=media&amp;token=ee21ea51-254b-486c-b224-5a4fba145c22" alt=""><figcaption></figcaption></figure>

#### Export Compliance Assessments

All compliance assessments conducted in the **Compliance Assessor** tool can be easily exported as **Excel files**. Before exporting, you have the option to include additional details, such as the **chemical composition** of the materials, for a more comprehensive report. This export functionality allows for efficient sharing and further analysis of the assessment results, ensuring flexibility in managing compliance data across various platforms.

<figure><img src="https://2843493394-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fncq1bd9xNPotlSxvKWgr%2Fuploads%2Fn5he1Do7RlEgUBAkSQs9%2Fimage.png?alt=media&amp;token=4a7e93ca-0ec6-4913-a21a-090e8d65613d" alt="" width="373"><figcaption></figcaption></figure>

{% hint style="info" %}
**Chemical composition** data can be included only when exporting lists with up to 100 materials. For lists containing between 101 and 1,000 materials, the Excel export will exclude chemical composition -however, the full compliance assessment remains available in both cases.
{% endhint %}
