System Administrator Support

Scheduling Recurring Individual Requirements

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

Read Article

Editing an Individual Requirement in Compliance Center

At any time, you can edit individual compliance requirements that have been scheduled. You can do so from either the , , or tabs in Compliance Center. SUMMARY TAB: If you need to edit an individual submis...

Read Article

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...

Read Article

Scheduling Recurring Collection Requirements

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

Read Article

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 ...

Read Article

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...

Read Article

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...

Read Article

Setting up Submission Type Collections

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

Read Article

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...

Read Article

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...

Read Article