Compliance Management

To create a compliance:

1. Go to the Admin module and select Compliance Management.

2. Select Create Compliance.

   

3. In the Details screen, complete the required information. You can describe the compliance, input a Start Date Requirement, an Expiration Period, and mark it as a Triggered Compliance.

   

   

   

4. In the Options step, you can add a Label Field Name and Add Options for compliance results. For example, if the compliance was completed, you can have it result in a compliance, trigger a compliance based upon the result selection, set an expiration date, or add an option for recurrence. Select Next to move on to Settings.

   

5. In Settings, you have the option to include an in service Code, import and export data for Third Party Compliance Mapping, and a Comment Section.

   

6. Click Complete.

You may want to edit a compliance. For example, if a change in requirements for a particular vaccine or a certain certification has come through.

1. Go to the Admin module and select Compliance Management.

   

2. To edit a Compliance, select any field in the row.

   

3. To delete a Compliance, select the trash can icon.

   

Once you have created your Compliance, you need to add them to employees. This is a useful tool to track which employees have completed the appropriate certification or other important steps for them to provide care to clients.

1. Go to the Employee module and select an employee profile to edit. Then, go to the Compliance tab on the profile. There are no items for this employee, so you select Add Compliance.

   

2. Select the Compliance and select Add.

   

3. To edit the Compliance on the profile, select any field in the row.

   

4. To change the status of the Compliance, select the required fields and select Save Changes.

   

5. Once completed, it will disappear from the Compliance section. To view completed items, select Show Completed Items.