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