Guides

Connect Compliance Requirements to a Web document

How to Connect Requirements

Navigate to a compliance library

For a specific Web document

  1. In the admin interface navigate to the document you want to manage.
  2. Click Compliance in the document menu.

For any Web document

  1. Click Compliance in the main menu.
  2. Click at the compliance library you want to connect to.

Add Requirement

There are four different types of compliance connections, Web Document, File Document, External Document and External Note. For the Web Document type there are two different ways to manage the connections between headings and compliance requirements, for the other two types you follow the second navigation method. You can manage it for one document at a time or for all documents.

Add from a specific document

  1. Select the compliance library you want to use.
  2. Click at the link icon next to the requirement you want to link to.
  3. Choose heading to connect to, responsible user, start date, frequency and add a comment (all are optional).
  4. Click Add.

Add from compliance library in main menu

  1. Select the compliance library you want to use.
  2. Click at the link icon next to the requirement you want to link to.
  3. Choose which kind of document you want to link to 
  4. Type the first letters in the document you want to connect to and choose the document
  5. Choose Heading to connect to, responsible user, start date, frequency and add a comment (all are optional)
  6. Click Add 

How to Update Requirements

When a requirement needs to be updated, due to changes to either the requirement itself or if the heading has moved or changed name, it will be marked in red as shown in the image above. To fix this you need to update the requirement.

  1. Click the pen icon on the requirement.
  2. Correct the error (changed heading in above example).
  3. Click Update.‚Äč

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