Assign Responsibility for Compliance Obligations

You can assign responsibility for Compliance Obligations at three levels:

1. At the compliance obligation level

A user or team can be assigned as responsible for an entire compliance obligation. To do this, go to the edit page of your compliance obligation, and select the appropriate name from the responsible person drop-down menu.

When a responsible person or team is assigned to a compliance obligation, they will be assigned all of the tasks generated for legislation in that compliance obligation that has not been otherwise assigned.

2. At the legislation level

Responsibility can also be assigned on a legislation by legislation basis. To assign a responsible person or team to a piece of legislation in your compliance obligation, go to that legislation and open it by clicking on its title. Next, click on Edit next to the name of the responsible person, and select the appropriate name.

When a responsible person or  team is assigned at the legislation level, they will receive all notifications for the legislation to which they are assigned, regardless of whether or not they are responsible for the entire compliance obligation.

3. At the Clause Level

Similar to the legislation level, responsibility can be assigned on an clause by clause basis. To assign a responsible person or team to a legislative clause in your compliance obligation, go to the legislation click on Clause Level. Next, locate the clause that you would like to assign, click on Edit next to the name of the responsible person, and select the appropriate name.

 

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