Compliance items
Manage compliance requirements and documentation.
Overview
Compliance items track regulatory and contractual requirements that must be met. Ensure nothing falls through the cracks.
Types of compliance items
| Type | Example |
|---|---|
| Regulatory | Federal reporting requirements |
| Contractual | Deliverable specifications |
| Financial | Audit requirements |
| Documentation | Record retention policies |
Managing compliance
- Navigate to the obligation record.
- Click the Compliance tab.
- Add compliance items with their requirements and deadlines.
- Upload supporting documentation.
Compliance dashboard
The compliance dashboard shows overall compliance health across all obligations with color-coded status indicators.
Tip: Review compliance items monthly to catch potential issues early.
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