The Compliance Types tool allows you to set up the Compliance Types for use in your system on the Commitment and Vendor levels. Compliance Types are mapped to specific Doc
The Compliance Types tool allows you to set up the Compliance Types for use in your system on the Commitment and Vendor levels. Compliance Types are mapped to specific Doc
To add a Compliance Type: In System Admin | Compliance Types, click Add a row. In Compliance Name, enter a descriptive name. Complete the remaining fields and checkboxes as needed.
There is automatic workflow for the Compliance Type. The commands in the automatic workflow tell sfPMS what to do whenever a Compliance requirement is out of compliance. To create you
The Manage Dashboard is made up of a list of manager tools on the left and the selected tool part on the right. Some of these tools (Compliance Types, CSI
The Routes tool on the Manage Dashboard allows you to create predefined routes, which then automatically populate the Route Details tab of certain documents, based on the Doc Type and
Detail Considerations When creating your list of routees, consider the following: Which individuals or riles do you want to include in your route? Will the route include any ATC workflow
When adding your routees for a predefined route, you need to consider whether each person will be listed by user name or by role. Roles (such as Project Manager or
Once you have predefined routes, sfPMS evaluates each new document when it is saved to see if a predefined route should be applied to that document. When multiple routes apply
When you select Manage | Routes, the Route List appears. Columns Route Name The name of the predefined route. We recommend routes tied to just one Doc Type use the
The creation of a predefined route consists on three major steps: Naming the route Adding routees Adding rule criteria To create a new predefined route: In Manage | Route List,