Article Content
Overview
A Compliance Officer can create a compliance task list to assess various organizational elements against legal standards. These task list help to identify areas of growth and improvement within an organization.
User Account Requirements
The user account used to log into Kroll's Managed Compliance Software must have Compliance Officer permission to access the Compliance Task List section.
Navigation
- From the Home screen, click on the Home dropdown menu.
Home Dropdown Menu
- Click the Compliance Task List link.
Compliance Task List Link
- From the Compliance Task Lists screen, click the + Create button.
+ Create Button
Completing a Task
- From the Compliance Task List screen, scroll to the Reports section.
Reports Section
- Click the Task Overview button.
Task Overview Button
- From the Sub Task & Task Overview screen, scroll to the Table section.
Table Section
- Click a Task Unique ID number.
Task Unique ID
- From the Task pop-up, enter any additional comments, instructions, or results in the General Comments field.
General Comments Field
- Click the Complete button to mark the task complete.
Complete Button
- If the task was previously sent for review, click on one of the following buttons to complete the task:
- Send Back for Remediation
- Approve
Buttons