Compliance Types

The Compliance Type List page displays the compliance types defined in the system for your organization. The columns display the Code and Description that identify the compliance type, as well as whether the type is renewable and, if so, the terms that renew the compliance type. 

Examples

Some examples of compliance types are: Insurance (proof of insurance), Bond (bond compliance), W-9/Tax ID (on file), and Approved (approved vendor).

System Administrators: Compliance Types need to be defined before users can tie them to a vendor record. This feature requires that security be set up for users. After the security setup is complete, users can add and edit compliance types in the system.

See Also

Add or Edit Compliance Types

Assign Compliance Type to a Vendor

Vendor Compliance Overview