Review Compliance Obligations

Step-by-Step: Compliance Review

1. 1

   Go to Compliance → Overview.

2. 2

   Review the compliance health summary — look for any red (overdue) or orange (due soon) alerts.

3. 3

   Click Compliance → Calendar to see the month view.

4. 4

   Identify any upcoming deadlines in the next 30 days.

5. 5

   For each obligation you have completed, go to Compliance → Occurrences.

6. 6

   Find the occurrence and click on it.

7. 7

   Click Mark as Complete.

8. 8

   Enter the submission date and any reference numbers.

9. 9

   Click Save.

10. 10

    Repeat for all completed items.

11. 11

    Review the updated calendar — completed items turn green.