Private Compliance Notes

How to Track Private Compliance Notes

If you’d like to track private notes about a Program’s compliance, you can log that information in the following fields on the Program record:

  • Notable Challenges to Compliance
  • Notable Governance Challenges

These fields are only visible to users with the Executive Notes Permission Set. If in doubt, contact your System Administrator to find which specific users have access to this field.

1. Navigate to a Program Record and scroll to the Governance Notes Section to log any governance notes.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.