System Administrator Support

Editing an Individual Requirement in Compliance Center

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Scheduling Non-Recurring Collection Requirements

This page describes scheduling a non-recurring, collection submission requirement. If you're looking to schedule individual requirements and/or recurring requirements, follow the appropriate link below: Sc...

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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: Select t...

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Updating an Existing Submission Type

To update a submission type: On the Home page, select ADMINISTRATION. On the Admin page, in the Submissions section, select Submission Types. On the Submission Types page, in the "Submission...

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Setting up Submission Email Notifications

Users can be setup to receive an email notification once a submission has been approved. The email notify's the user that the submission is available. A link to the submission is also provided. Below is an ex...

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Setting up Submission Type Collections

The Submission Type Collections page is used by administrators to create a bundle of submission types that can be scheduled as one group. If there is a number of requirements that have the same event date or a...

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Submission Resources Administration (templates, forms and guides)

The Submission Resources administration screen allows you to add, update and replace submission resource files such as forms, templates, guides or rubrics which are then linked to submission types within the Su...

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Adding to/Updating the Submission Tags List

The Admin > Submission Tags page allows you to set up the list of submission tags available for your submission types. Submission tags are form inputs that can be used to add information via typing in (or s...

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How to Complete Compliance or Submission Review/Approval Tasks

This article explains how to complete Compliance/Submission Review and Approval tasks. Overall, the submission review and approval process consists of: Completing the appropriate verifications an...

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How to Return a Submission

There are two ways to return a submission back to a submitter: 1st Way (This is the normal way and will reduce the entity's Accuracy% because an inaccurate submission was uploaded): Find the Submission ...

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