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 | Learn More/How To... |
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Compliance Program Manager | ||
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Manage all aspects of compliance for a selected regulation, including the regulation's locations, documents, and communications logs. | Managing Regulations and Initiatives |
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Manage all aspects of compliance for a selected program, including the program's locations, documents, notification templates, and communications logs. | Managing Compliance Programs |
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Manage all aspects of compliance for a selected requirement, including the requirement's locations, events, documents, notification templates, and communications logs. | Manage Compliance Requirements |
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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 |
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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 |
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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 | ||
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Review all aspects of a selected regulation, including compliance programs, requirements, contracts, contract terms, events, locations, documents, communications logs, and violations. | Operational Reports |
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Review all aspects of a selected compliance program or contract, including requirements, contract terms, events, locations, documents, notification templates, communications logs, and violations. | |
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Review all aspects of a selected requirement or contract term, including events, locations, documents, communications logs, notification templates, and violations. | |
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Select a location to review its regulations, compliance programs, requirements, contracts, contract terms, events, documents, communications logs, and violations. | |
Management Reports | ||
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Enables you to visually assess compliance status world-wide, and to drill-down to review details. | Compliance Programs Map Report |
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Enables you to visually assess violation status world-wide, and to drill down to review details. | Compliance Violations Map Report |