Search & View Regulations
Content
- Overview
- Pre-conditions
- Steps
- Supplementary Information
- Notes
Overview
You can now search and view regulations that originate from your company's Corlytics Rig module within the Clausematch module, making your side's analysis easier and more convenient.
Pre-conditions
- This is a functionality currently in Beta phase, so it is not fully complete.
- Your company has to have opted in to this functionality.
- Please contact your Account Manager to request opting in.
- The Regulations collection for Policy Management has been enabled.
- System Level Permission (any): 'Create Documents', 'Edit Documents', 'Document Manager', 'Create Templates', 'System Administration'
Steps
- Navigate to the Policy Management module through the module selector in the top right.
- Click on the All Documents parent collection.
- Select the Regulations child collection.
- (Optional): Adjust filters.
- Click a regulation of interest to view it.
Supplementary Information
You can view various information about each regulation:
- Title
- Version
- Authority
- Updated at
- Changes
- Synced
- Source
- Any other document field from the Rig module
- Please contact your Account Manager if you want specific Rig field(s) added to the integration.
Notes
Sync
- This 1st phase of this Beta functionality there will be a one-off sync of regulations.
- The next phase will be provide continuous sync that will allow your side to work with updates to Regulations on the Clausematch module.
- During this 1st Beta phase, the feature will be free, but will only show a limited set of regulations to a limited number of users on the Policy Management module.
- During the 2nd BAU phase, the free-version will stay in place and there is the option to upgrade to the premium version, where all regulations will be fed in and all Policy Management users can view this regulation space.
- To request upgrading, please reach out to your Account Manager.