Compliance Category Type Management
The ability to set Compliance Type categories is only available for relationship-based and enterprise compliance programs.
The process to create a Compliance Type category is:
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Navigate to the Admin tab – Compliance type management.
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Click New.
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Complete the required fields, as well as any optional fields you would like.
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Click Save to save the category type.
The newly created compliance types are now available to the user in the Category Type dropdown list on step 1 of the wizard.