合规性管理简化流程以提高生产力

Compliance Management: Streamline Processes to Increase ProductivityStaci Connolly-Anagnos &Adelina Basyrova2Agenda§Compliance Documents Overview§Vendor Compliance Tracking§Lien Waivers Auto-generation§Warning Mechanism for Expired Compliance Documents and Outstanding Lien Waivers §Demo§Q&A3Presented byStaci ConnollyPre-Sales SpecialistBusiness AnalystAdelina BasyrovaCompliance Documents Types5Compliance DocumentsCertificateInsuranceLien WaiverNoticeOther6Documents with Compliance•Customers•Invoices and Memos (AR invoices andmemos)•Vendors•Bills and Adjustments (AP bills and adjustments)•Checks and Payments (AP payments)•Purchase Orders•Subcontracts•Change Orders•Projects•Project Tasks•Project Transactions7Compliance Documents Attributes•Add yourattributes and set their values•Addvalue tothe Status attribute and use it for the corresponding compliance documents on a compliance document entryVendor Compliance Tracking Example9Compliance Documents Entry on a ProjectTwo compliance documen