Compliance Calendar

A guide on how to view & edit a Compliance Calendar and setup events.

Compliance Calendar

The Compliance Calendar allows standardized management of compliance activity to gain efficiency and effectiveness. Administrators can easily gauge the success of compliance activity by proactively monitoring to ensure deadlines are not missed. You may set up automatic reminders and escalating notifications for pending deadlines.

Menu > Compliance Calendar

Select Compliance Calendar on the left side menu to be navigated to the below page.

You may choose from different Calendar views by picking any of the Calendar Templates or Filters available on this page.

Set up Programs, Classifications under Edit Calendar to view & filter them under the Compliance Calendar.

Calendars Settings

  1. Compliance

  2. Corrective Actions

  3. Training

  4. Tasks

  5. Pending Inspections

Filters

  1. Compliance - Show All/ Show Mine

  2. Training - Show All/ Show Mine

  3. Action - Show All/ Show Mine

  4. Program - Select from dropdown

  5. Classification - Upon selecting the Program, you can choose the classification from the dropdown

  6. Inspection Type - Select from the dropdown

  7. Advanced Filters - Select from the available options.

1. You can change the calendar view using the date range options.

2. 3. 4. For Compliance/ Training /Actions, you may select Show mine to only see your events on the calendar.

5. The Program Type can be selected from the dropdown. You may Edit or Create new Programs under Edit Calendar.

6. Upon selecting the Program, you can choose the classification from the dropdown. You may Edit or Create new Classifications under Edit Calendar.

7. You may select Inspection Type from the dropdown. You may Edit or Create new Inspection Types under Edit Calendar.

8. You may select from available options for the advanced Filters.

9. You may clear all the applied filters by clicking Clear All Filters.

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