Home > Configuration Portal > Compliance Requirement Management > Create a New Compliance Requirement

    Create a New Compliance Requirement

    Follow the steps below to create a new compliance requirement:

    1. Click Compliance on the left navigation pane.

    2. Click Create on the command bar.

    3. In the Create compliance requirement panel, complete the following settings:

      create-compliance-requirement-panel

      • General information – Configure the general information for your compliance requirement.

        • Name – Enter a name for the requirement.
        • Category – Select a category from the drop-down list.
        • Body – Enter the compliance requirement body content.
        • Add file – Select files from your local device to add.
        • Applied to – Click Add link to define the applied scope. In the Apply to panel, select the specific organizations, legal entities, or offices as needed, and click Apply.
      • Settings – Complete the date and email notification settings for your compliance requirement.

        • Date – Select start date and end date. The compliance requirement will be published to employees on the configured start date.

        • Email notification – Select the following options as needed.

          • Send email notification to recipients when requirement starts – Select this option to send email notifications to recipients on the compliance requirement start date.
          • Send email notifications at a regular interval after start date – Select this option to send email notifications to recipients at a regular interval after start date. Then, specify the frequency by entering a number in the text box.
    4. Click Save to save the compliance requirement. You can also click Preview to preview the requirement before saving.