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. Follow these steps to create an event: Click Events in ...
A dynamic field is a drop-down containing a list of subcategories, relationship types, sources, event types, or document types. Such drop-downs are found in various places throughout ComplyAssist. Click Dynamic Fields on the left side of the ...
On the Events dashboard, you can import an event, export an event, and filter the events list. Import an event Importing an event involves downloading and completing a CSV template. The template is editable in Microsoft Excel and other spreadsheet ...
Manage the questions in a library
It is not possible to add questions to a question library that is System defined. These are the ways you can manage the questions in a library: Change the order of the question by clicking and dragging the small Move icon. Edit the question by ...
Here, you can catalog the hardware for each location. To add a new resource, click the New Hardware Resource link on the right side of the page. Complete the form, adding Locations or Hardware Vendors if necessary. Remember to click the Submit ...