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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