Sustainability & Risk / Compliance / Getting Started
Getting Started: Advanced Compliance
After supplementing your basic inventory of regulations, compliance programs, contracts, contract terms, and requirement with documents, communications logs, locations, and notification templates, you will be able to work with this data using the following tasks.
| Role/Task | Task Description | Help Topic |
|---|---|---|
| Compliance Program Manager | ||
|
Manage Regulations and Initiatives (all tabs) |
Manage all aspects of compliance for a selected regulation, including the regulation's locations, documents, and communications logs. | Managing Regulations and Initiatives |
|
Manage Compliance Programs (all tabs) |
Manage all aspects of compliance for a selected program, including the program's locations, documents, notification templates, and communications logs. | Managing Compliance Programs |
|
Manage Compliance Requirements (all tabs) |
Manage all aspects of compliance for a selected requirement, including the requirement's locations, events, documents, notification templates, and communications logs. | Manage Compliance Requirements |
|
Manage Compliance Locations (all tabs) |
Manage all aspects of compliance locations, including bulk assigning locations to compliance programs or requirements, defining new locations, and managing events, documents, and communications logs. | Managing Locations |
|
Manage All Compliance Events (all tabs) |
Mange all aspect of events (for both contract terms and requirements), including adding documents, communication logs, and notification templates for events. Add new non-recurring events, and update information for existing events. | Managing All Compliance Events |
|
View Unscheduled Compliance Items |
To ensure that regulations, compliance programs, requirements, contracts, and contract terms have events scheduled for them and notification assigned to them, use the Manage Unscheduled Compliance Items task. |
Managing Unscheduled Compliance Items |
| Operational Reports | ||
|
Regulations and Initiatives (all tabs) |
Review all aspects of a selected regulation, including compliance programs, requirements, contracts, contract terms, events, locations, documents, communications logs, and violations. | Operational Reports |
|
Compliance Programs (all tabs) |
Review all aspects of a selected compliance program or contract, including requirements, contract terms, events, locations, documents, notification templates, communications logs, and violations. | |
|
Compliance Requirements (all tabs) |
Review all aspects of a selected requirement or contract term, including events, locations, documents, communications logs, notification templates, and violations. | |
|
Compliance by Location (all tabs) |
Select a location to review its regulations, compliance programs, requirements, contracts, contract terms, events, documents, communications logs, and violations. | |
| Management Reports | ||
|
Compliance Programs Map (all selections from the drop-down lists for generating the map) |
Enables you to visually assess compliance status world-wide, and to drill-down to review details. | Compliance Programs Map Report |
|
Compliance Violations Map (all selections from the drop-down lists for generating the map.) |
Enables you to visually assess violation status world-wide, and to drill down to review details. | Compliance Violations Map Report |