Copy Compliance Obligations

You can streamline your compliance process by copying title level compliance obligations and their notes from one register to another. To do so, simply follow the steps below.

Step 1: Select Documents

Open your compliance obligations and click “Select Documents”.

This will allow you to choose the documents that you would like to copy.

Once you have made your selection, click on the copy button at the top of the page.

Step 2: Choose a Destination and Keep your Notes

Use the dropdown list to select the compliance obligations that you would like to copy your selected documents to.

If you would like to keep the notes associated with each document, simply check the box before clicking Copy.

Step 3: Review the Documents in the Destination Compliance Obligations

Once you click Copy, the selected documents will be copied to the destination compliance obligations. They will have the same groupings , and notes if you chose to keep them, as they did in the original compliance obligations.

The default status of all copied documents will be Un-Assessed. If there is a person or team responsible for the destination compliance obligations, the copied documents will be assigned to them. Otherwise, the copied documents will be unassigned.

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