Table of Contents

USER FUNCTION GUIDES

ADMIN FUNCTION GUIDES

Introduction & Logging In

Welcome

Logging In

Home Page & Navigation

Home Page

Welcome Panel

Top Navigation Panel

Common Icons

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

Policy Register

Overview

Adding a New Policy

Alert Register

Overview

Adding a New Alert

Compliance Dashboards

Overview

Dashboard Setting

Compliance Reports

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 Role Settings

Permission

Standard Role Settings

Location Settings

Priority Settings

Severity Settings

Likelihood Settings

Risk Rating Type Settings

Risk Rating Calculation Settings

Review Frequency Settings

Code Setup Settings

Lists Settings

Custom Table 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