USER FUNCTION GUIDES

ADMIN FUNCTION GUIDES

• Introduction & Logging In

  • Welcome

  • Logging In

• Home Page and Navigation

  • Home Page

  • Welcome Panel

  • Top Navigation Panel

  • Common Icons

• My Quick Update

  • Overview

  • My Compliance

  • My Compliance Actions

• My Settings

  • Overview

  • Change Password

• Dashboards

  • Overview

  • Dashboard Setting

• Compliance Obligations Register

• Compliance Workflow

  • Overview

  • Adding a New Compliance

    • Navigating and Submitting Compliance Objects

    • Review Object

    • Action Object

      • Periodic Reviews for Compliance Actions

    • Documents Object

    • Linkage Object

• Authority Document Register

  • Overview

  • Adding a New Authority Document

• Obligation Explorer Register

• Policy Register

  • Overview

  • Adding a New Policy

• Alerts Register

  • Overview

  • Adding a New Alert

• Compliance Reports

  • Overview

  • Compliance Action Summary Report

  • Compliance Master Report

  • Compliance Registry Report

  • Compliance Summary Report

• Prerequisites

• Permissions

  • Compliance – Static Permissions

  • Compliance – Flex Permissions

• Compliance Settings

  • Overview

  • User Settings

  • User Roles Settings

    • Permission

  • Standard Roles Settings

  • Location Settings

  • Priority Settings

  • Severity Settings

  • Likelihood Settings

  • Compliance Settings

  • Risk Rating Calculation Settings

  • Review Frequency Settings

  • Code Setup Settings

  • Lists Settings

  • Custom Tables Settings

  • Display Text Settings

  • Object Configuration Settings

  • Register Configuration Settings

  • Workflow Configuration Settings

  • Compliance Type Settings

  • Category Settings

  • Notification Templates Settings

  • Notifications Settings

    • Trigger Criteria

  • Miscellaneous Settings