What does the Compliance Case module do?
Overview
The Compliance Case module in Business Master (BM) is a powerful tool designed to help you demonstrate compliance with various standards, guidelines, or checklists within your projects. Whether your project needs to adhere to industry-specific regulations or internal quality requirements, the Compliance Case module enables you to document and manage compliance effectively.
Key Features and Functionality
The Compliance Case module is comprised of three essential submodules: Compliance, Review, and Requirements. Each module has configurable review or approval levels: For example, a document can be reviewed by quality assurance, verifiers, assessors, and more.
Compliance Submodule
- Document Compliance: Use this submodule to document compliance based on checklists, standards, engineering guidelines, or any other applicable criteria.
- Checklist Management: Authorized users at the account level can manage checklists. These checklists can be obtained from the master library or created specifically for your account.
- Project-Specific Checklists: Project managers can import checklists from the account level or create new checklists tailored to their specific project.
Review Submodule
- Document Review: The Review submodule allows for the thorough examination of documents, such as reports, technical drawings, or test plans.
- Approval Process: Checklist answers progress through the approval levels. The responsible party answers the questions and submits their response. The next approval level can then approve or reject the answer.
- Documentation for Approval: To substantiate checklist answers, users can attach reports, drawings, or other supporting documentation.
Requirements Submodule
- Requirements Review: This submodule allows you review requirements based on your own criteria. For example is each requirement SMART?
- Requirements tracking: Once the requirements are reviewed they can be tracked.
Approval Workflow
The approval process in the Compliance Case module is systematic:
- The person responsible answers questions within the checklist and submits their response.
- The next approval level can approve or reject the answer.
- If rejected, the responsible party must take corrective action and resubmit.
- If approved, the answer moves to the next approval level until all levels have approved.
Reporting
The Compliance Case module maintains a detailed history of all answers, approvals, and rejections. At any time, you can generate comprehensive reports from within the module to demonstrate compliance status, track the flow of questions, and view all relevant information. Hence demonstrating the compliance with whomever you need to share it.
Conclusion
The Compliance Case module in Business Master empowers you to ensure project compliance with precision and transparency. With its configurable approval process, checklist management, and reporting capabilities, you can confidently meet regulatory requirements and quality standards.
For additional assistance or questions regarding the Compliance Case module, please refer to the BM user guide or contact our support team.