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 .

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