ComplyAssistant Support

Create an Event

ComplyAssistant's Event function allows you to capture incidents, issues, and complaints consistently. You can also receive guidance on whether the incident is a breach and needs to be reported.


To create an Event:

  1. Click Events  in the main header.
  2. Click + Create New Event   in the Action Box.
  3. Fill in event fields :
    1. Name the event.
    2. Choose an Event Type .
      1. By default, you can choose from Issue, Incident, or Complaint .
      2. To add a new event type click on + Add New Event Type .
To trigger the Omnibus Breach Notification Workflow, choose an Incident event type, and a HIPAA category.
    1. Choose a Priority .
    2. Choose the compliance categories .
    3. Add optional subcategories.
    4. Add whom the event is reported by .
      1. Describe if the event was reported on behalf of someone else.
      2. Describe the relationship to the reporter.
      3. Describe the source the event was reported through.
    5. Add the location and time of the event.
      1. ComplyAssistant supports physical locations, third party locations, and software systems.
    6. Finally,  Describe the event.
    7. Click  Submit .

    • Related Articles

    • Create a task

      ComplyAssistant provides functionality for managing action items around your entire compliance program. Task Groups ComplyAssistant organizes your tasks in Task Groups. These are either user-made groups or groups made by ComplyAssistant to organize ...
    • Create an Audit Definition

      ComplyAssistant's Audit function allows you to manage government regulations with pre-packaged and customizable audit definitions. To create an Audit Definition : Click  Audits in the main header.   Click  + Create New Audit in the Action Box. Fill ...
    • Create question libraries

      Question libraries are questionnaires or set of questions that can be re-used across many assessments definitions. Only account administrators or users granted access to the question library administration section can add question libraries. To ...
    • Create and send an Assessment

      Question Library: a questionnaire or set of questions that can be re-used across many assessments. Assessment definition: a definition of the category, priority, frequency, and the questions to be assigned. Create an Assessment Definition To create ...
    • Manage user access permissions with groups

      You can create sets of user authorization rules with Groups.  Groups define sets of functions, locations, and categories that users added to the group will be able to access. Only account administrators can add groups. To create a user group: Hover ...