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Advice and answers from the Navigate Cloud Team
Create a compliance action as an internal user

1.Expand compliance from sidebar and then click on Compliance Actions.

2.On the page, click the New Compliance Action button.

3.A pop up will appear with compliance types with a type of compliance action, choose a type and

click next.

4.Fill in the Details and ensure mandatory fields are filled. Click next.

5.If dynamic fields are configured to the the compliance type of compliance action, an Additional

Details tab will be shown and can be configured.

7.If a mandatory role has been configured a message will alert the user that the role is mandatory

and must be added, if the role is optional is can be added or it can be skipped.

8.If the compliance type has relationships configured, the tab will be displayed and a relationship

can be linked between compliance objects eg; Case, Investigation, etc. Click next.

9. A places tab will be displayed if the compliance type of compliance action has places configured,

if it is mandatory it will indicate that it is. If the place is optional it can be added to the record or can be skipped.

10.Once all of the information has been added to the compliance action click Submit.

 

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