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| compliance_docs [2022/05/04 12:18] – Shelley Hunter | compliance_docs [2023/10/06 13:44] (current) – Viola Scott | ||
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| - | \\ If set up by your Agency you can add a stamp to compliance documents e.g. to confirm who checked and when the document was checked. \\ \\ | + | \\ If set up by your Agency you can add a stamp to compliance documents e.g. to confirm who checked and when the document was checked. The User needs a signature set up for this. \\ \\ |
| Old versions of documents can be archived, doing this keeps them on the record should they ever be needed for audit purposes but hides them from view unless you specifically choose to show the archived documents. \\ \\ | Old versions of documents can be archived, doing this keeps them on the record should they ever be needed for audit purposes but hides them from view unless you specifically choose to show the archived documents. \\ \\ | ||
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| Please note if the person record already has a Compliance Document of the same type of the new one that you create the old document will be archived. \\ \\ | Please note if the person record already has a Compliance Document of the same type of the new one that you create the old document will be archived. \\ \\ | ||
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| + | 2.21.11+ it is possible for users who have been given the role by their System Administrator to drag compliance documents out of IQX into a folder or attach them to an Outlook email. | ||
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Shelley Hunter