Manage an assessment
Switch between Locations and Definitions views At the top of the Assessment page, click on the Locations button to view assessments according to location. Click the Definitions button to view assessments that correspond to each definition. Export an ...
Create and Assign a Task
You can create a task and optionally assign it to one or more people. Besides creating general action items, you can create tasks related directly to other compliance items. See Types of Tasks in the Overview for more info. To create and assign a ...
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 ...
ComplyAssistant includes a contract management module to help you document contracts and setup alerts and messaging that pertains to a contract. An example might be a hospital that engages with a billing service vendor by means of one or more ...
Performing an Audit
After creating a new audit definition, you’ll see the basic definition on the next page. From there, you can: Assign the audit Add an audit report Manage attachments Complete the audit. Assign the audit Follow these steps to assign an audit: In the ...