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How to run compliance tasks for expired stored documents

Setting up a notification for when a stored document is about to be expired

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Written by Terence Cassidy
Updated over a month ago

Follow these steps:

  1. Click Options and then click Manager

  2. Click General followed by Compliance Check Management

  3. Click New to create a new Compliance task

  4. Name the compliance check

  5. Tick the Employment Type you want it to check

  6. Click Save

  7. Next to Stored documents click the + Symbol

  8. Select the type of template you would use e.g. DBS , name the document and tick the expiry checkbox.

  9. Select the expiry warning period and click Save

  10. Then click the + symbol next to job attributes and

  11. Select the positions that you wish the stored documents to be checked for (you can select them all).

  12. Click Save

  13. Click Compliance tasks definitions

  14. Make sure that the below tasks have the 'Is Enabled' checkbox ticked

  • Placed applicant's' compliance components is due to expire

  • Placed applicant's compliance components has expired

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