Launching a Compliance Program

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option.

Once you've finished setting up a program, it can then be launched whenever you wish the program to officially begin. Once launched, all of the necessary emails are sent to the various users to notify them of tasks, due dates, milestones, etc. Be sure to review all aspects of the program prior to launching. If you find you've failed to completely define the program, or need to make any changes, you'll need to send all of the required notifications again.

To launch a program:

  1. Select Programs > View Programs from the menu bar.
  2. Click on a program to select it.
  3. On the GENERAL INFO tab, click the LAUNCH button. Clicking the LAUNCH button sets the Start Date for the program.

    Note that once the program has been launched, the LAUNCH button changes to a SUBMIT button, and an END button becomes available.

To make changes to a program that has already been launched:

  1. Go to Programs > View Programs on the menu bar.
  2. Click on the program name to select it.
  3. Make the necessary changes.
  4. Click the SUBMIT button. All necessary emails are sent.

To end a program:

  1. Go to Programs > View Programs on the menu bar.
  2. Click on the program name to select it. The program's profile opens to the GENERAL INFO tab.
  3. Click the END PROGRAM button.

The program is inactivated and the End Date is set. You will then be given the option to select an email template to send to notify all locations that the program has been terminated.

 

ref: Programs