The CO Register’s page (Compliance Obligations) is where users will be able to manage all their external and internal obligation. The registers are set up to maximize information and efficiency.
Key information
As soon as you open your Compliance Obligations Register, key information will be displayed in the following columns:
Blue column headings can be clicked to sort the CO. Click once to sort, and again to reverse the order
- Category – This column can be used to group related documents together. By default, all documents are in the “Laws” category
- Document – The title of the document. If you click it you will be brought to the document page
- Description (Abstract) – A brief summary of the document. More information here.
- Track – Allows you to turn notifications about changes to the document on (checked) and off (unchecked)
- Status – Indicates the in-force status (published, in force, repealed, etc.) of the document
- Publish Date – The date on which the document was published
- Effective Date – The date on which the obligations outlined in the document come into effect
- Modified Date – The most recent date on which the document was modified by the issuing authority
- Nimonik Publication Date – The date on which the document was added to the Nimonik library
- Obligations (CLCO Only) – Allows you to view the clause level version of the document. The number of obligations that have been assessed out of the total number of obligations in the document is displayed.
- Assessment – Shows the assessment that has been assigned to the document by your team
- Jurisdiction – The geographical location in which the requirements of the document are in force
- LegRef – A unique code that identifies each document.
- Responsible Party – The person or team that is responsible for the document
- Assessment History – A list of each time the document was updated by the issuing body (external actions) or reassessed by your team
- For more information about what is shown in the Assessment History, see “Assessment History and External Actions” in the Compliance Obligations Registers Overview section.
- Internal Actions: Shows the Internal Actions associated with the document
- Notes – This optional field allows users to enter additional information about the document
- Sub-Category – This column can be used to group related documents within larger categories. By default, documents are not assigned any sub category
- Publishing Authority – The primary publishing authority of the document
- Only available for certain jurisdictions
- Custom Fields – Additional text, date, risk calculator, or user fields that you can add to your compliance obligations
- For more information about Custom Fields, see “3.3.17 Use Directory Custom Fields to Personalize your Compliance Obligations’ in the Compliance Obligations Registers Overview section
Topics
Topics are classifications assigned by Nimonik staff that group documents into specific areas of interestThis information can be found by clicking (Info) next to any of the documents in your compliance obligations.
Categories
In addition to the information above, you can also sort documents within your compliance obligations using Categories and Sub-Categories.
To create a new Category:
Select the documents that will be included in the new Category, by clicking on their corresponding checkboxes in the first column on the left. Then Click on “Edit”
In the resulting modal, enter a name for the category or sub-category you wish to create in the designated fields.
Click on “Apply” to save the changes.
Please note:
- To create a new sub-category for an existing category, you must enter the name of the existing category in the “Category” field.
- You can use the method shown above to move documents from one category to another.
Searching and Filtering
The search bar at the top of the page will allow you to search for documents that are in your Compliance Obligation Registers.
Please note: The search is case-sensitive. In some cases, users will find their documents quicker by searching for specific words in the title, instead of the full title.
You can search by keyword to find all the documents that contain this specific word in their title, or in their text.
You can also use a document’s Leg. Ref. to search for it. However, the Leg. Ref. must be entered exactly as it would appear in the reference column on the Library Page. For example: If a Leg. Ref. appears as SC2010.c.23, in the Reference Column, entering “SC-2010 c 23”, will not work.
You can also sort and filter your documents by specific column values. To do so, simply click on the column heading, and use the resulting menu to sort or filter as desired.
Please note: you can filter by multiple system fields, but you can only filter by one custom field at a time.