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Set up Compliance Tasks

This article explains how to set up compliance tasks.

Written by Terence Cassidy
Updated over 2 months ago

Compliance Tasks enable the System Manager to run a set of tasks that consultants can then follow up on. To set these up:

  1. From the Ribbon, click Options then click Manager.

  2. Click Compliance Task Definitions and select the task on the left to run.

  3. On the Details tab on the right, select the Enabled box to activate the task.

  4. In the Notify Operator box click the plus symbol (โœš) and add in the name and email details.

  5. Save the information and select the Operator using the browse button (two dots) in the same box.

  6. Now run the task.

Results will show in the Compliance Task Index (Index ; Compliance Task Index).

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