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Compliance Schedules

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Overview

• When compliance tasks should be performed
• Who should complete them
• How tasks are tracked and verified

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Accessing Schedules

1. Navigate to Compliance in the main menu
2. Select Schedules from the submenu
3. View schedules in calendar or list format

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Schedule Types

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Creating a Schedule

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Step 1: Select Compliance Rule

1. Click New Schedule
2. Choose the compliance rule to schedule
3. Review the rule requirements

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Step 2: Set Schedule Parameters

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Step 3: Configure Auto-Scheduling

1. Toggle Auto-create Jobs on
2. Select job template (optional)
3. Set default assignee or assignment rules
4. Configure priority settings

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Step 4: Set Notifications

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The Compliance Calendar

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Calendar Views

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Using the Calendar

1. Navigate to Compliance > Calendar
2. Use filters to narrow results:
   • By category
   • By assigned user
   • By status
   • By location
3. Click any item to view details
4. Drag items to reschedule (if permitted)

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Calendar Color Coding

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Auto-Scheduling Features

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Job Generation

Schedule Triggers
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       v
Job Created Automatically
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       v
Assigned to Team/Individual
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       v
Notifications Sent
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       v
Work Completed
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       v
Compliance Updated

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Assignment Rules

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Template Integration

1. Create or select a job template
2. Associate template with the schedule
3. Jobs are created with template details pre-filled
4. Customize as needed for each instance

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Managing Schedules

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Viewing Schedule Status

• Total active schedules
• Upcoming items this week
• Overdue items requiring attention
• Completion rate trends

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Editing Schedules

1. Open the schedule from the list
2. Click Edit
3. Modify parameters as needed
4. Choose to apply changes to:
   • Future items only
   • All items (including pending)
5. Click Save

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Pausing Schedules

1. Open schedule details
2. Click Pause Schedule
3. Set resume date (optional)
4. Confirm action

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Bulk Schedule Management

1. Select schedules using checkboxes
2. Choose bulk action:
   • Activate
   • Deactivate
   • Delete
   • Change category
3. Confirm the action

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Schedule Reports

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Available Reports

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Generating Reports

1. Go to Compliance > Reports
2. Select report type
3. Set date range
4. Apply filters
5. Click Generate
6. Export as PDF or CSV

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Best Practices

• Set lead times that allow adequate scheduling flexibility
• Use auto-scheduling for routine compliance tasks
• Review overdue items weekly
• Configure escalation alerts for critical compliance
• Link schedules to job templates for consistency
• Regularly audit schedules for accuracy
• Archive completed schedules annually

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Troubleshooting

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Schedule Not Triggering

• Verify the schedule is active
• Check the start date has passed
• Review frequency settings
• Confirm the linked rule is active

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Jobs Not Being Created

• Ensure auto-create is enabled
• Check assignment rules are valid
• Verify linked template exists
• Review error logs for issues

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Incorrect Due Dates

• Check timezone settings
• Review frequency calculations
• Verify lead time configuration

• Compliance Rules
• Jobs Overview
• Scheduling