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Compliance

Setting up and managing compliance tasks

Compliance Check Management moduleWhat are the features for Compliance Check Management
Compliance Tasks setup but not sending emailsAttribute expiry compliance tasks not sending eMails
How to run AWR compliance tasksThis article explains how to set up and run AWR Compliance tasks.
How to run compliance tasks for expired stored documentsSetting up a notification for when a stored document is about to be expired
Fix a Compliance Error When Documents Are PresentLearn how to resolve compliance errors when required documents are already uploaded.
Unable to edit documents in Compliance or Stored DocumentsA user trying to edit the date etc on a document, either within compliance or stored documents, get thrown out of the screen and back onto the dashboard.
How to set the compliance tasks to run automaticallyTo set the compliance tasks to run automatically please follow the steps below:
Need to know who updated a compliance record for an applicantYou can find who updated a compliance check for an applicant by following the steps below:
Attribute expiry not generating an email to consultantThis article explains why the system hasn't generated an automatic email out to the primary consultant on applicants attributes expiring.
Can I change who receives the Compliance eMailsIs it possible for Compliance eMails to go to me instead of the primary consultant?
Notify Operator field on Compliance Task DefinitionsThis article explains the purpose of the Notify Operator field on Compliance Task Definitions.