Creating a Compliance Process With Sub Obligations as Process Controls
Repeat step 1 and 2 of Creating a Compliance Process from an Obligation. Before clicking
Save, additionally select
Convert Sub Obligations to Process Controlsand the number sequencing you prefer. Click
Create Process Controlsinformation will appear. If you choose not to select any Sub Obligation, click
Do not create Process Controlsto complete creating the New Compliance Process.
When a Sub Obligation is selected, the
Create Process Controlsand
Undo Changesbuttons become active.
For each selected Sub Obligation, enter fields as required to create the Process Control.
Note There is some limitation to the bulk entry process, including the defaulting of Outcome to Attestation, and not being able to pick a day of the month. However, these values can be updated later in the created Process Controls.
When completed, click
Create Process Controls.
If error messages are displayed, correct them as necessary. The new Compliance Process is then displayed. Click the Process Controls tab to displayed the converted Sub Obligations.