After completing your Applicability Analysis, and reviewing the legal requirements of your organization, you can now create Compliance Tasks to help meet your legal requirements.
Note: Administrators set up compliance tasks. If you are not an administrator, you will be assigned compliance tasks by your administrators.
This guide covers the following:
01/Review Existing Tasks
- Click the Compliance Module.
- Click the Compliance Tasks. Your tasks will be displayed in a list form based on the date filters you have chosen.
02/Adding a New Task
- Click the Compliance Tasks tab.
- Click Add Task.
- Fill out the required fields.
Note: Required fields are marked with an asterisk(*).
- Choose a Task Type.
A simple task occurs once on the desired date.
A recurring task is a task that recurs at a frequency.
You can set the following frequencies; daily, weekly, monthly, and yearly.
- Click Save and Close.
Your new task is set up and will appear in the Compliance Tasks tab and the Compliance Dashboard. Repeat the steps above for each task to successfully complete the setup of your compliance plan.
03/Managing Your Tasks
The Action button from the Compliance Tasks tab or the Compliance Dashboard allows you to change the status of a task.
From Compliance Tasks:
From Compliance Dashboard:
Complete - Select this option if the task is 100% completed.
Place Task In Progress - Signal that you have acknowledged your task and are working to resolve it.
Dismiss - Select this option to temporarily dismiss the task.
For example, use the dismiss the action if a task cannot be completed on a given date.
Always provide a reason in the text box why the task is dismissed.
Hold - Select this option to place a task on hold.
You may want to use this status when tasks cannot be completed because a piece of equipment is broken, it is a company holiday, or the employee in charge of the task is out-of-office.
Delete - Only Account Admins can delete tasks.
Select this action if you are certain the task is not needed.