If you want a Compliance Notification document to be routed to a specific person whenever a requirement is out of compliance, you’ll need to activate the Compliance Notification Doc Type.

The Doc Types tool is found on the System Admin Dashboard. Complete information regarding the Doc Types tool is located in the System Administration Focus Guide.

To activate the Compliance Notification Doc Type:

  1. On the System Admin Dashboard, click Doc Types.
  2. Click Show Inactive Doc Types. The Compliance Notification Doc Type will appear on the list.
  3. Click Edit.
  4. Leave Create from Dashboard unchecked. Compliance Notification documents are created through automatic workflow.
  5. Select Site Active to make the Compliance Notification document type available on your site.
  6. Accept the row.
  7. Save your changes.

 

Tags:

Related Post

Initial RouteInitial Route

Users with proper permission can create predefined routes based on Doc Types and other conditions. If you create a document that has no applicable predefined route, the route first appearing