Add a regulatory contact to an agency

Add a regulatory contact to a specific regulatory agency or within a jurisdiction in Compliance Workspace. By mapping a regulatory contact to a specific agency, this contact is notified about your case reporting, case audit, and case closures as they occur.

Before you begin

Role required: compliance_case_manager

About this task

As a compliance_case_manager, you can map one contact or multiple contacts to a regulatory agency. By default, all the regulatory contacts in the system are displayed. When you add a regulatory contact, you must analyze which jurisdiction it belongs to.

Procedure

1. Navigate to All > Compliance Workspace > Lists > Regulatory information > Regulatory contacts.

2. Select New.

3. On the Create New Regulatory Contact form, fill in the fields.

   For a description of the fields, see Create New Regulatory Contact form.

4. Select Save.

5. Create New Regulatory Contact form
   Use the Create New Regulatory Contact form in Compliance Workspace to create a regulatory contact to either a regulatory agency or a jurisdiction.

Parent Topic:Regulatory Agency Library