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sa35-00 [2014/12/01 14:00] – created barbara | sa35-00 [2023/10/06 13:46] (current) – Viola Scott | ||
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====== Linking Questions to Compliance Documents ====== | ====== Linking Questions to Compliance Documents ====== | ||
- | It is possible to configure IQX so that when you add a compliance document to a candidate record, you are either prompted to fill in certain questionnaire items or you are required to do so before you can complete adding the document.\\ \\ | ||
Compliance documents are set up as Document Types in Agency Setup and can only be administered by Users with the relevant roles.\\ \\ | Compliance documents are set up as Document Types in Agency Setup and can only be administered by Users with the relevant roles.\\ \\ | ||
Only candidate document types can be compliance. | Only candidate document types can be compliance. | ||
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=== Setup === | === Setup === | ||
- | **General Settings** | + | **General Settings** |
* Settings 85 Allowed Shift Progress States for Doc Pack - list of Shift Progress State Codes (no separators) | * Settings 85 Allowed Shift Progress States for Doc Pack - list of Shift Progress State Codes (no separators) | ||
* Settings 86 Allowed Progress States for Doc Pack - list of Progress State Codes (no separators) | * Settings 86 Allowed Progress States for Doc Pack - list of Progress State Codes (no separators) | ||
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Tick the relevant types as compliance or create new and tick for compliance. | Tick the relevant types as compliance or create new and tick for compliance. | ||
- | The default is they are accessible for all departments. To restrict which departments they are used for, click on the Departments | + | **Departments** |
- | Link the document type to questions. Document type can be linked to more than 1 question. | + | The default is they are accessible for all departments. To link the documents to departments, |
- | Required means MUST exist before a compliance document can be added and before a doc pack can be sent. Doesn' | + | |
- | Included means question appears when adding doc but not forced to answer it to be able to add the document | + | **Questions** |
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+ | {{: | ||
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+ | Document type can be linked to more than 1 question. Open the questions list using the < | ||
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=== Adding Compliance Documents === | === Adding Compliance Documents === | ||
- | Adding compliance documents – directly to compliance | + | Documents can be added directly to compliance |
- | Can split a PDF up by selecting and saving or select all and save all. | + | |
- | Redact as white or black (or stamp if stamp exists in folder). | + | {{: |
- | Save & Close, update record | + | |
+ | Or if the file exists already in documents then use the <key>copy to compliance</ | ||
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+ | {{: | ||
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+ | The document will be opened in PDF. It can be saved as a whole document by using < | ||
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+ | Once you have selected the pages to save, use the < | ||
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+ | {{: | ||
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+ | The linked questions will appear to be completed, any that are marked as **required** must be completed at this time. | ||
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+ | {{: | ||
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+ | Documents can also be redacted using the < | ||
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+ | Redact as white or black (also stamp to show verified | ||
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+ | {{: | ||
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+ | In the Compliance Documents view, all details including created, updated | ||
+ | {{: | ||
+ | Go back to [[7_config_guides|Configuration Guides]]\\ | ||
+ | Go back to [[systems_administrators|Help for Systems Administrators]] |