Waive or Override Compliance Requirements

✔️ You can waive or override a compliance requirement by selecting the three-dot menu next to the requirement and choosing either option, adding notes and an expiration date if needed.

1️⃣ Go to the Party Screen – Click on the vendor or party and navigate to the Compliance tab.

2️⃣ Select the Requirement – Find the compliance requirement that needs to be waived or overridden.

3️⃣ Click on the Three Dots (•••) – Next to the requirement, click the menu and select Waive or Override (both function the same, differing only in terminology).

4️⃣ Add Notes & Expiration Date (Optional) – Document why the decision was made and, if needed, set an expiration date for the waiver/override to automatically expire.

5️⃣ Apply Across All Projects (Optional) – If using the project feature, check the box to apply the waiver/override across all associated projects.

6️⃣ Save Changes – Your decision is now documented internally and visible within the requirement.

1️⃣ Open a Document for Review – Navigate to the document you are reviewing.

2️⃣ Locate the Requirement – Identify a compliance requirement that is unnecessary for this document.

3️⃣ Click on the Three Dots (•••) Next to the Requirement – Select Waive or Override based on preference.

4️⃣ Document the Decision – Add any necessary notes and an expiration date (if applicable).

5️⃣ Confirm the Waiver/Override – Click save, and the decision is now recorded.

💡 Common Issue 1: "I applied a waiver, but it's still showing as required."

→ Solution: Ensure that the waiver was applied to the correct project or globally. If a date was set, confirm that the waiver is still active.

💡 Common Issue 2: "I need to remove a waiver/override."

→ Solution: Navigate to the requirement, click the three-dot menu (•••), and remove the waiver or override.

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