Editing a Collection Requirement in Compliance Center

At any time, from the , , or tabs in  Compliance Center, you can edit [] submission collection requirements.
 
 
To edit the details for ALL entities of a requirement, use the Compliance Master page:
  1. Select the  tab

  2. Find the requirement
    • *Note: The tab defaults to only showing the requirements due in the next 30 days as well as any requirements that are past due.
    • If needed, adjust the search filters to help you find your requirement.

  3. To edit the ENTIRE collection of requirements:
    • Select the collection’s  icon.
    • This will bring you into the Schedule Requirement Collection page.
    • From this page, you can update the requirement title, change the event date, update all the dates and submission tags for each submission requirement, remove and add entities to the collection requirement.
    • You can also access this page the same way from the  tab.

  4. If you would like to edit an INDIVIDUAL requirement within the collection ( tab only):
    •  Expand the collection.
    • Select that requirement’s  icon.

  5. This will load the Compliance Master page.
    • If you are on a Single Entity Adjustment page, you can access the Compliance Master page via the button in the top-right.

  6. Here, you can edit the:
    • Requirement Title
    • Submission Tags
    • Event Date
    • Notification Date
    • Due Date
    • Compliance Administrator Notes
    • Submission Instructions

  7. You can also scroll to the Individual Entity Requirement Adjustments section to:
    • See which entities are included in this requirement
    • See which entities have satisfied this requirement
    •  Include more entities in this requirement
    •  Exclude entities from this requirement (only if they haven’t yet satisfied it)
    •  Adjust the requirement for a single entity instead of all entities

  8. Any changes made on the Compliance Master page will affect all the entities included in this requirement.

  9. Once you have made your changes, select the   button.
 
 
 
To edit the details for ONE entity in a requirement, use the Single Entity Adjustment page:
  1. Select the  or  tab 

  2. Find your entity’s requirement
    1. *Note: The and tab defaults to only showing the requirements due in the next 30 days as well as any requirements that are past due. If needed, adjust the search filters to help you find your requirement.
    2. On the tab, each separate requirement/entity combination will be a different list item.
      1. Click the proper requirement’s  icon
    3. On the tab, each collection will be listed.
      1.  Expand the collection
      2. Find the entity you want and  expand it
      3. Find requirement you want and click its  icon

  3. This will load the Single Entity Adjustment page for that entity on that requirement.
    1. If you are the Compliance Master page for this requirement, you can access this Single Entity Adjustment page by
      1. Scrolling down to the Individual Entity Requirement Adjustments section
      2. And clicking this entity’s  icon

  4. On this page, you will see the following options:
    •  Grant Grace Extension: allows a late submission to still be considered “On Time” while still showing its original due date
    •  Override Master Dates: This changes the dates of this requirement for this entity only. Here, you can extend the due date for a requirement. Typically, the event date and notification date can remain the same as the master dates, so you only need to change the due date.
    •  Forgiven: This allows the entity to skip submitting this requirement (as if they were excluded []  from it), but it continues to display as “Unsatisfied” on the Compliance Master page. While they are exempt and the requirement will not affect their compliance statistics, it will still show that they were originally supposed to submit the requirement.
    •  Change to Unsatisfied: If the entity has satisfied the requirement, you can disconnect the file or certification of completion by selecting this checkbox. Once you save, the task will go back to being “Unsatisfied” and the original file or certification of completion will remain in Epicenter unless it is returned or deleted. This checkbox is typically used when you want to reject/return a compliance submission but not have the entity’s “Accuracy” percentage reduced.
    • Notes: You can use this section to keep track of any updates made for an entity’s compliance requirement updates. 

  5. Once you have made your changes, click .

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