Sustainability & Risk / Compliance / Getting Started
Getting Started: Updating Event Status and Managing Events
Once you have generated events from your requirements and contract terms, you can choose to update event status and close events. Although updating event status is optional, doing so enables you to review information for missed and overdue events, and to highlight events on the Events Calendar by event status.
The application also enables you to add non-recurring (ad hoc) events as needed.
Role/Tasks | Task Description | Learn More/How To... |
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Compliance Program Manager | ||
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Update information for events, such as scheduled dates, responsible person, or add a discussion note to describe your activity for this event. |
Adding and Editing Events for Requirements |
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Add non-recurring events as needed. These are events that do not follow a predictable schedule. These events supplement generated events to ensure that all required actions are documented |
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Update status for events as they move from being scheduled, to being in progress, to being completed. The application facilitates updating status by presenting tasks that are most likely to have recently been completed and enabling you to update multiple tasks at once. When events have their current status, the application is able to show missed and overdue events. | Updating Status and Closing Events |
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Review missed and overdue events. Review the events that put you at the greatest risk for non-compliance. | Managing Missed and Overdue Events |
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Update event information. Add new non-recurring events. | |
Compliance Program Coordinator | Manage all events for which you are entered as the Responsible Person. | |
Operational Reports | ||
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Once you update event status, you can review events highlighted by their status on the calendar. | The Compliance Events Calendar |
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Locate any event, regardless of status, or whether the event was generated from a recurring schedule, or manually added. | Operational Reports: Overview |
Management Reports | ||
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Review summarized information for the events that put you at the greatest risk for noncompliance. | Management Reports: Overview |
See Also
Getting Started with Compliance: Overview
Getting Started: Tracking Regulations, Compliance Programs, and Requirements