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RobertoQ
Employee
Employee

Importing a Regulation or Standard to the Compliance Blade

 

  1. Have an XML file saved locally. In order to import a new regulation or standard, you must have it saved locally as an XML file.

  2. Open up the Compliance Settings in the SmartConsole. In the Navigation Toolbar, click on 'Manage & Settings > Blades > Compliance' and click on the "Settings" button.

    RobertoQ_0-1678837988657.png

     

     
  3. Import the Regulation XML file. Go to the Actions drop-down list and select "Import".

    RobertoQ_1-1678837988658.png

     

     
  4. Select the XML file you want to import. Once selected, import the file. The regulation will now appear in your list of User-defined Regulations.

    RobertoQ_2-1678837988660.png

     

     
  5. Save the Regulation. Open the regulation by double-clicking on it. Press save and wait for the process to complete. This could take three to four minutes.

    RobertoQ_3-1678837988662.png

     

     
  6. Display the imported Regulation on your Compliance Dashboard.  Once the Regulation is imported, you can now add and manage it from your Compliance Dashboard.  In the Navigation Toolbar, click "Logs & Monitor" and open the Compliance Tab, or click on the configuration icon in the top right-hand corner of the pane, or select the Regulation you just imported and click "OK" to save.

    RobertoQ_4-1678837988663.png

     

     
  7. IMPORTANT NOTE: Remember that to save any SmartConsole changes, you must Publish those changes.

You can find new and updated regulations and standards in the Checkmates Toolbox.

2 Replies
the_rock
Legend
Legend

Awesome, will try it tomorrow 👍

0 Kudos
the_rock
Legend
Legend

Just tested, worked well, thank you!

Andy

0 Kudos

Leaderboard

Epsum factorial non deposit quid pro quo hic escorol.

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