Environmental & Risk Management / Compliance Management / Getting Started

Getting Started: Advanced Compliance Management

After supplementing your basic inventory of regulations, compliance programs, and requirement with documents, communications logs,locations, and notification templates, you will be able to work with this data using the following tasks.

Role/Task	Task Description	Learn More/How To...
Compliance Program Manager
Manage Regulations and Initiatives (all tabs)	Manage all aspects of compliance for a selected regulation, including the regulation's locations, documents, and communications logs.	Managing Regulations and Initiatives
Manage Compliance Programs (all tabs)	Manage all aspects of compliance for a selected program, including the program's locations, documents, notification templates, and communications logs.	Managing Compliance Programs
Manage Compliance Requirements (all tabs)	Manage all aspects of compliance for a selected requirement, including the requirement's locations, events, documents, notification templates, and communications logs.	Manage Compliance Requirements
Manage Compliance Locations (all tabs)	Manage all aspects of compliance locations, including bulk assigning locations to compliance programs or requirements, defining new locations, and managing events, documents, and communications logs.	Managing Locations
Manage All Compliance Events (all tabs)	Mange all aspect of events, including adding documents, communication logs, and notification templates for events. Add new non-recurring events, and update information for existing events.	Managing All Compliance Events
View Unscheduled Compliance Items	To ensure that all regulations, compliance programs, and requirements have events scheduled for them and notification assigned to them, use the Manage Unscheduled Compliance Items task.	Managing Unscheduled Compliance Items
Operational Reports
Regulations and Initiatives (all tabs)	Review all aspects of a selected regulation, including compliance programs, requirements, events, locations, documents, communications logs, and violations.	Operational Reports - Overview
Compliance Programs (all tabs)	Review all aspects of a selected compliance program, including requirements, events, locations, documents,notification templates, communications logs, and violations.
Compliance Requirements (all tabs)	Review all aspects of a selected requirement, including events, locations, documents, communications logs, notification templates, and violations.
Compliance by Location (all tabs)	Select a location to review its regulations, compliance programs, requirements, events, documents, communications logs, and violations.
Management Reports
Compliance Programs Map (all selections from the drop-down lists for generating the map)	Enables you to visually assess compliance status world-wide, and to drill-down to review details.	Compliance Programs Map Report
Compliance Violations Map (all selections from the drop-down lists for generating the map.)	Enables you to visually assess violation status world-wide, and to drill down to review details.	Compliance Violations Map Report