Compliance checks
The compliance checks of Advisor on the Product side, when they trigger and their default thresholds.
Compliance checks look at the files, submissions and approval requests of the Compliance app. They appear on the Product side of the Company | Product switch.
Who can use this
- Owner
- Admin
- Accountant
- Sales
- Purchase
- HR Manager
- Viewer
Fields and options
- Certificates running out
Nightly. An external file (for example a certificate or a test report) with a valid until date runs out within warn_days (60). Warning before that date, Critical once it has run out. Visible to members who may read compliance data. Suggests "Open the file".
- Submission due soon
Nightly. A submission that has not been filed (draft, ready or information requested) is due within warn_days (14). Critical when it is overdue, or due within 3 days and not frozen yet. Visible to members who may read submissions. Suggests "Open the submission".
- Approval waiting for reviewers
Nightly. An approval request has been waiting for min_days (3) without a decision from every reviewer. Delivered to the reviewers who have not decided yet. Suggests "Open the review".
Related
- Requesting and giving approval
Ask one or more reviewers for approval, decide as a reviewer and keep track of open reviews.
- Submissions use approved versions only
Why a submission needs approvals before it can be frozen, and the version and approval record in the package.