Adding or Removing Documents as a Compliance requirement

The Compliance Dashboard requires that any document that is set up as a compliance requirement is uploaded and within a valid timeframe, otherwise the Documents will be flagged as non-compliant on the Dashboard.

To modify what documents are and aren't a compliance requirement, you can do this by following the below steps:

• Go to Documents and Records

• Once in Documents and Records, go to Document Categories

• Add or remove the individual categories as a compliance requirement by clicking the buttons under the Rules column. Your changes will save automatically.