Edit Compliance

Edit Compliance option is available for other than pre-defined compliances.

View

click View for complete details including frequency table giving due dates

Edit Compliance

Other than Type  remaining details can be edited

Edit Frequency

Description against each due date can be edited

Date Extension

Date Extension for any compliance other than Weekly can be done from here

De-activate

A compliance once deactivated, cannot be assigned to any entity

Add Reminder Days

This  command action will be visible only if  Send Custom Email Reminders is set to Yes in Settings. You can set specific reminder days for bulk of compliances. On clicking the command button, the following  options appear

• Enter number of days , select all the compliances for which this custom reminder days count is to be set and then click Assign
• Clicking on Show only unassigned , will exclude compliances for which custom reminder days have already been set

Last Updated on Oct 16,2020