Bulk Compliance Validation
Bulk Compliance Validation allows users to validate multiple compliance reviews at one time using one set of validation details and one signature.
This feature is available under Compliance Advisor > Bulk Compliance Validation.
What It Does
When Bulk Compliance Validation is opened, the system prepares a validation queue by checking relationships, entities, and contacts. It then groups the records that are ready for validation.
Ready records can be selected and validated together. The system processes the selected records one by one, applying the same validation details and signature to each selected record.
How to Use Bulk Compliance Validation
- Go to Compliance Advisor.
- Select Bulk Compliance Validation.
- Click Proceed to allow the system to prepare the validation queue.
- Wait while the system checks relationships, entities, and contacts.
- Review the list of records with a Ready status.
- Select the records you want to validate.
- Click Validate.
- Enter the required Validation Details.
- Add your Signature.
- Submit the validation.
Validation Queue
The validation queue shows records that are ready to be reviewed and validated. Each row includes information such as the module, name, compliance percentage, type, completed steps, and status.
The queue may take a little time to prepare, especially when there are many relationships, entities, and contacts to check.
Selected Reviews
After records are selected, the Validate Selected Reviews window shows how many records will be processed.
The same validation details and signature will be applied to each selected record. Records are processed one by one.
Validation Details and Signature
The Validation Details field is required. Use this field to enter the note or description that should be saved with the validation record.
The Signature area is used to sign off on the selected compliance reviews. Use Clear if the signature needs to be removed and entered again.
Important Notes
- Bulk validation does not skip the normal compliance validation rules.
- Only records that are ready for validation can be selected and processed.
- The same validation details and signature are applied to each selected record.
- Records are processed individually, even though they are submitted together.
- The preparation step may take some time depending on the number of records.