Adding and Mapping Compliance Types

This entry is part 10 of 30 in the series Setup Guide - System Admin

To add a Compliance Type:

  1. In System Admin | Compliance Types, click Add a row.
  2. In Compliance Name, enter a descriptive name.
  3. Complete the remaining fields and checkboxes as needed.
  4. Accept and Save your changes.

 

To map a Compliance Type to a Doc Type:

  1. In System Admin | Compliance Types, click View Compliance Mapping.
  2. In the Mappings area, select a Doc Type from the drop-down list or leave the field blank to indicate the Compliance Type should apply to all Doc Types.
  3. Click Add a New Compliance Mapping and edit the new row.
  4. (optional) If the Doc Type you selected has subtypes, select a Sub Type from the drop-down menu or leave blank to indicate the Compliance Type should apply to all Sub Types.
  5. (optional) If the Compliance Type is to be optional on the Doc Type + subtype, clear the Reqd checkbox.
  6. Leave the Active checkbox checked unless you want the Compliance Type to be inactive for the designated Doc Type + subtype.
  7. Accept and Save your changes.

 

Warnings
A warning icon appears on the Compliance Type row if compliance items exist but are no longer mapped. When not mapped, they are ignored by the system.

To delete mapped compliance items from documents:

  1. Click the warning icon. A confirmation box will appear.
  2. Click OK. All corresponding compliance items will be deleted from your documents.

 

 

 

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