Add a Compliance Item for a User (Training)
If you already have a full understanding of adding a compliance item for a user, view our step by step guide, 'How to Add a Compliance Document for a User (Quick Guide)'
There is a functionality in the compliance module to add a new compliance item to the user. This means that we can add user-specific compliance items.
Permissions
The permissions required to add a compliance item for a user are Compliance-Master Documents and Upload Document
Process Flow
Adding a compliance item for a user means that user-specific documents can be added. There is functionality to add a document place holder where the document itself can be uploaded at a later stage. A document can also be uploaded at the same time when a new compliance item for a user is added. The process flows in such a way that the uploaded document is verified and approved or rejected depending upon what is uploaded.
Required Knowledge
Document - This is the type of document that is defined by the system which is a mandatory item. There is also the other type here.
Name - This is the name given to the compliance document which is not a mandatory item.
Short Name - This is the short name of the document which is mandatory.
Category - This is the category of the document which is mandatory. Examples of some categories are Personal, Professional, Clearances etc.
Compliance Type - This is also a mandatory item that specifies the compliance type which is C1 (Document must exist), C2 (Document is Date Checked), C3 (3rd Party Report and Action), C4 (3rd Party Report Only), and other.
Effective From - Effective from is the date from which the document takes effect which means the date from which this compliance item is also added for the user to be compliant which is a mandatory item.
Upload File - This is a file upload control to upload the compliance file. This is not mandatory and if the file is not added there will be a place holder for the file to be uploaded at a later stage.
Unit - Non Mandatory item and is used to add a unit-specific compliance item
Permission - This is the provision to upload a document using the upload icon for permitted users
Access - This is the view option where only a user with access would be able to view certain pages and documents
Expiry Date Format - This is to specify the format of the expiry date of the compliance document
Save - This button is to save and add the compliance item to the user’s compliance list
Cancel - This button is to close the popup
If you already have a full understanding of adding a compliance item for a user, view our step by step guide, 'How to Add a Compliance Document for a User (Quick Guide)'