This section explains the various fields found on the Compliance Maintenance screen.
Many columns have a drop-down menu with predefined and configurable entries.
Compliance groupings can be changed by dragging column headers into the group bar.
Compliance records can be sorted by each column header. |
The fields are further defined:
Process Button |
Used to process the compliance information into the system. Changes made in the system are not processed until this button is selected. |
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Add Button |
Used to add compliance records into the system. |
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Mass Change |
Used to make mass changes in the system. Selecting this button brings up another pop-up screen which lets the user choose the options for the mass change. |
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Filter Button |
Used to filter compliance information in the system. Clicking this button brings up another pop-up screen appears which lets the user set filter options (See Filtering/Mass Change). |
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Unit Find |
Used to find information by unit number. |
There are two Print icons in this module. The icon on the top left-hand side of the screen is linked with a report group, as defined in Setup/Property Setup/Information - Report Information. The icon on the right-hand side prints the current data grid or if a processed compliance letter is selected within the grid the program will reprint the letter. |
Expanded Sub-menu
This section explains the expanded sub-menu that appears when you click the plus sign (+) by each compliance record. This list will detail of all sequences that have occurred on each compliance record.
Notes can be added to a compliance record by expanding the record using the plus sign (+), then entering any applicable information into the Note cell. You can also attach a digitized document by selecting the File cell and clicking the Add File icon in the cell. The user can then view the document by pressing the View button. |
The fields on the screen are further defined:
Field |
Description |
---|---|
Created |
Displays date note was added. |
Sequence |
Displays the sequence action taken on this compliance. |
Employee |
Select the employee that entered this compliance. |
Certified # |
Enter any applicable certified numbers. |
PCert |
Place a check in this box to print a certified letter. |
Label |
Check this box to print a label for this sequence. |
Freq |
Enter the number of days between each sequence. |
Fine |
Enter the fine (dollar amount) associated with this compliance. |
File |
Attach files related to the compliance. |
View |
Use this button to view any attached file. |
Action Date |
Select date for next action on compliance. |
Location |
Enter the location for the sequence. |
Note |
Enter any notes for the compliance; Some notes will be system-generated when letters are created. |