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One click compliance
One click compliance
Using roadmaps, compliance rules, policies and designations for compliance
15 articles in this collection
Written by
Jose
Roadmaps
What is a roadmap
Find out what roadmaps is and how to track document paths
Written by
Jose
Updated over a week ago
Setting a roadmap for employees
Find out to how setup a training path for employees using roadmaps
Written by
Jose
Updated over a week ago
Setting a roadmap for a company position
Find out how to find employees that have skills for a position
Written by
Jose
Updated over a week ago
Setting a roadmap for a project
Find out how to find employees that have the skills for a project
Written by
Jose
Updated over a week ago
Setting roadmaps for locations
Find out how to create a roadmap for location permits
Written by
Jose
Updated over a week ago
Finding records that have a specific roadmap percentage
Find out how to search contacts, locations or equipments with a complete roadmap at 100%
Written by
Jose
Updated over a week ago
Compliance Rules
What are compliance rules
Find out what compliance rules are
Written by
Jose
Updated over a week ago
Creating a compliance rule
Find out how to create a compliance rule
Written by
Jose
Updated over a week ago
Policies
What are policies
Find out what are policies in Expiration Reminder
Written by
Jose
Updated over a week ago
Creating a policy
Find out how to create a policy
Written by
Jose
Updated over a week ago
Sending a policy for approval to contacts
Find out how to send a policy for acceptance to employees, vendors or contacts
Written by
Jose
Updated over a week ago
Viewing the policy response dashboard
Find out how to view the policy response dashboard
Written by
Jose
Updated over a week ago
Approving a policy request exception
Find out how to approve a policy request exception
Written by
Jose
Updated over a week ago
Designations
What are designations
Find out what are designations
Written by
Jose
Updated over a week ago
Creating a designation
Find out how to create a designation
Written by
Jose
Updated over a week ago