1. Expand compliance from sidebar and then click on Compliance Cases. 2. On the page, click the New Compliance Case button. 3. A pop up will appear with compliance types with a type of compliance case, choose a type and

click next.

4. Enter a detail and Jurisdiction as those fields are mandatory, configure any other fields as

needed on the details tab to ensure the correct record is recorded.

5.If dynamic fields are configured to the the compliance type of case, a Case Details tab

will be shown and can be chosen as needed.

6.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.

7.If the complaint type has relationships configured, the tab will be displayed and a relationship can

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

8. A places tab will be displayed if the compliance type of case has places configured, if it is

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

9.Check the Declaration box and click Submit when the record has been configured as needed.