Compliance stores all content records that have not been sent, have been sent, and have been returned (but not yet approved).

Automated Review Frequency


Compliance is programmed to automatically apply a new expiration date based on the using an exact value as the review frequency. The automated extension applied is set from the date the records are approved in Compliance.

Review Frequency Value - Automated Extension Applied
Annually - 1 year from date approved
Yearly - 1 year from date approved
Semi-Annually - 6 months from date approved
Quarterly - 3 months from date approved
Monthly - 1 month from date approved
1st Quarter - The next January 1 after date approved
2nd Quarter - The next April 1 after date approved
3rd Quarter - The next July 1 after date approved
4th Quarter - The next October 1 after date approved
X Days - X number of days after date approved (valid integer only) – for example, if the review frequency value is “45 Days” the expiration date is updated to 45 days after the date approved
X Weeks - X number of weeks after date approved (valid integer only) – for example, if the review frequency value is “6 Weeks” the expiration date is updated to 6 weeks after the date approved
X Months - X number of months after date approved (valid integer only) – for example, if the review frequency value is “18 Months” the expiration date is updated to 18 months after the date approved

Request Compliance

Send Single Record


1.   If you are not on the Content page, go to the main menu and click Content.



2.   Select the record and click the Send Record to Compliance button.



3.   Make changes to the content (if necessary), and then go the Attributes tab.



4.   Make changes to the attributes (if necessary) and click the Save button. An SME must be selected to proceed.



5.   Choose one of two options: a) save to pending area (default); or b) send immediately.

  a)   Click Save to Compliance Central to place the record in the Not Sent tab, and then click Save.



b)   Click Save to Compliance Central and Request Compliance Immediately (SME will be notified) to immediately email the record to the designated SME, and then click Save.



Send All Records


1.   If you are not on the Content page, go to the main menu and click Content.



2.   To send one or more records through Compliance, apply filters to display all the records you'd like to update, and then click the Send All Records to Compliance button. A single record can be processed this way.



3.   Choose one of the two options: a) save to pending area (default); or b) send immediately. Do not use Internal Review Only if you plan to import updated records back into Compliance.

  a)   Select Add to Compliance Central and then click Submit.



b)   Select Add to Compliance Central, choose Order By to group records together, adjust what to include with the content, and then click Submit.



Internal Review Only


Internal Review Only allows records to exported for informational purposes only. The exported document(s) cannot be used to automatically update records through Compliance.

Tips

  • If you'd like to sort by more than one attribute, choose the option to Add to Compliance Central. These items will quickly be placed into the pending (Not Sent tab) area in Compliance where they can be downloaded using two sort options.