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In this article, you will learn how to use Project Specific Compliance Management. The image below shows the Resources > Projects screen with the Project Compliance accordion expanded. When you click on the Add Project Compliance button the following screen is displayed; You then enter the details of the compliance item and click the Add button. The compliance item will then be added to the Project Compliance accordion. When the contact, that has been assigned the project compliance item, logs into the portal they can see their project-specific compliance items by selecting My Safety / Compliance and selecting the Project option; When you click on the compliance item the Add Project Compliance Item dialogue is displayed and you can upload the relevant document.
When a platform administrator logs in they will see that there is a project-specific compliance item to validate. Clicking on the Compliance Item link will open the validation page. If the item is rejected the contact will have to resubmit the item. |
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