Quick Answer
✔️ You can use the "Make Compliant" feature to fill in missing compliance details and generate a record, ensuring a party appears compliant without re-reviewing previously approved documents.
Step-by-Step Instructions
1️⃣ Select the Party
Navigate to the Party screen and select the relevant party.
If using the Projects feature, choose the specific project before proceeding.
2️⃣ Access the Compliance Tab
Click Compliance to view the party’s compliance status.
If working within a project, select the job first.
3️⃣ Use "Make Compliant"
Click the three dots next to compliance options.
Select Make Compliant—this will generate a compliance document with existing expiration dates and fill in any gaps.
4️⃣ Review & Edit (Optional)
Open the generated document to review details.
Click Edit to adjust compliance dates or remove checkboxes as needed.
Click Save to finalize changes.
5️⃣ Finalize Compliance Status
Return to the Compliance tab and mark the document as reviewed.
If using projects, repeat the process for each applicable job.
6️⃣ Confirm Compliance
A green circle will appear, indicating compliance is met.
If completed for all projects, both the inner and outer circle will be green on the Party screen.
Troubleshooting & FAQs
💡 Common Issue 1: "Why isn’t my party marked as compliant?"
→ Solution: Ensure all required compliance items have been reviewed and saved. If using projects, verify that compliance was applied at the job level.
💡 Common Issue 2: "Can I make only some compliance items valid?"
→ Solution: Yes! When editing the generated document, remove checkmarks for any items you don’t want marked as compliant.
💡 Common Issue 3: "Can I make my party compliant without a document on file?"
→ Solution: Yes! The system will generate a document and default to dates one year out from the date you click Make Compliant. When editing the generated document, remove checkmarks for any items you don’t want marked as compliant or edit the dates as needed.
Additional Resources
📚 Related Articles:
[Understanding Compliance Status Indicators]
💬 Still Need Help? Contact our support team for further assistance.