The "Make compliant" feature enables users to satisfy compliance requirements by generating a document, facilitating immediate compliance when needed. This tool streamlines the process of achieving complete compliance when needed.
Overview
Immediate Compliance: Generate a document to meet compliance requirements.
Flexible Application: Use the "Make compliant" option for both global and project-specific contexts.
Efficiency: By streamlining the process, compliance matching helps expedite the fulfillment of compliance requirements, saving time and resources.
Bulk Action: Apply compliance to multiple parties at once, enhancing operational efficiency.
Activity Logs: Keep a comprehensive record of compliance actions for full transparency and accountability.
When to Use the "Make Compliant" Feature:
Mass Compliance: For projects that generate a large volume of documents, the "Make Compliant" feature offers a scalable solution for quickly ensuring compliance when needed.
Time-Sensitive Deadlines: In situations where time is of the essence and manual compliance checks would be impractical or time-consuming, activating the feature enables users to expedite the content generation process while still meeting regulatory requirements.
How to Use "Make Compliant"
Setting Individual Compliance
Navigate to the Compliance Tab: Select the compliance tab of the party, within either the global context or a specific project context.
Make Compliant: Click on the ⋮ (overflow menu) on the top right corner of the Compliance summary card and select the "Make compliant" option.
A document will be generated to:
For Global Context: Cover global compliance and all projects associated with the party.
For Project Context: Be specific to the selected project.
Implementing Bulk Compliance
Select Parties: In the party list, use the table checkbox to select one or more parties.
Make Compliance: Choose "Make Compliant" from the additional options menu. Upon confirmation in the popup, select "Make compliant" to apply compliance to all selected parties.
Managing Make Compliant Documents
The generated document will mark all requirements within the applicable compliance profile as compliant. This document serves as a measure to:
Review and Modify: Documents can be reviewed and adjusted, similar to any other document, to fit compliance management needs.
Expiration Dates: Documents are assigned an expiration date based on the earliest expiration among existing documents for the context or 1 year from the creation date.
Activity Log Insights
Every "Make compliant" action is meticulously logged, showing the user, the context of the action, and linking to the generated document. This ensures transparency and accountability in compliance management, providing a clear audit trail.
Key Considerations:
The "Make Compliant" feature in synthetic documents empowers users to generate compliant content efficiently and accurately, leveraging automated compliance checks to ensure adherence to regulatory standards without requiring extensive manual intervention.