Compliance

Compliance

The Compliance section contains details about documents needed to maintain compliance for a client.

Field

Description

Show History

Select this checkbox to view all compliance documents for a client.

Show Non-Compliant Only

Select this checkbox to view only non-compliant documents.

Name

Displays the name of the document.

Value

Displays if the document is completed.

Effective

Displays the date that the document was completed on.

Renewal

Displays the date that the document must be renewed by.

Comment

Displays any notes or staff members associated with the document.

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