How do I attach documents to a case?
A. Go to Compliance Register Menu B. Click the DETAIL Button on the Compliance Register list screen B. Click LIST Documents tab Click Create Button
Bree Shields
6 October 2020
Category: FAQs
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How do I print or export?
A. Go to REPORTS MENU ITEM (Alternatively Under Dashboard Workflow – Click Blue arrow to get to Reports.) B. Choose Report Type C. Enter Report Criteria
Bree Shields
6 October 2020
How do I delete a case?
A. You cant delete a case Go to the case detail screen and change STATUS to Rejected or Closed
Bree Shields
6 October 2020
How do I update a case?
A. Go to Compliance Register Menu B. Click DETAIL Button on the Compliance Register list screen (Alternatively in Dashboard work-flow click the black arrow) C.
Bree Shields
6 October 2020
How do I email a case?
A. Go to Compliance Register Menu B. Click the email button on the Compliance Register list screen C. Enter EMAIL criteria D. Attach reports or
Bree Shields
6 October 2020
How do I create a new case?
A. Go to Compliance Register Menu B. Click CREATE button on the Compliance Register list screen C. Fill in the necessary information on the Case
Bree Shields
25 September 2020
