Compliance Notification Document

This entry is part 10 of 24 in the series Setup Guide - Compliance

When a Compliance item with the Notify option triggers an out-of-compliance signal, a Compliance Notification document is created through an automatic workflow script. Based on routing rules and Contact setup, the Compliance Notification is routed to the appropriate people.

When a compliance requirement that has a routed a Compliance Notification document…

  • goes in compliance, the Compliance Notification document is automatically closed.
  • remains out of compliance after the allotted recurrence interval, the existing Compliance Notification document is routed.

Note: Any closed Compliance Notification documents in a user’s Inbox are removed from the Inbox automatically.

The document that triggered the Compliance Notification document is attached to the Compliance Notification document.

If additional Compliance Notification documents are created for the same issue, previous Compliance Notification documents are closed and attached to the current Compliance Notification document.

If the Compliance Notification document is routed via e-mail or fax, or if a hard copy is printed, the routee will receive a printout created through a template.

 

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