Compliance Management Training Videos
Module Introduction
The Compliance Management module is designed to help users create and manage compliance-related activities, ensuring adherence to external regulations, internal policies, and permits. This module provides tools for building compliance plans and calendars, enabling efficient tracking and management of compliance tasks.
For more detailed information, please visit the Compliance Management Module category in our help center.
Training Videos
Building Your Compliance Plan
Recommended Audience: Setup Decision Makers, Administrators, Super Users
This video covers the foundational elements of the Compliance Management module, explaining the terms External Regulation, Internal Policy, and Permit. It provides detailed instructions on how to create each type of compliance item, which is a critical step before building your compliance calendar.
Building Your Compliance Calendar
Recommended Audience: Setup Decision Makers, Administrators, Super Users
This video demonstrates how to create action items tied to compliance items (External Regulations, Internal Policies, and Permits), either as one-time or recurring action items. It also shows how to view these items in the calendar view and how to copy compliance plans from one location to another, facilitating efficient compliance management.
