There may be one or more individual Calendar Tasks required to fulfill a requirement. You can track a Requirement and associated Calendar Items in a single view by performing the following steps:
Adding a Calendar Task from a Requirement
1. Click "Compliance" in the Navigation Bar
2. Scroll through the "Requirements" table, or use the search bar to locate the requirement you would like to add one or more Calendar Items to
3. Click on the specific requirement that you will be associating the Calendar Task with. This will open in a window to the right.
4. Then click "Add Calendar Item"
5. Select the type of Calendar Item you would like to add from the drop down menu:
6. After selecting the Calendar Item you would like to create, you will be brought to that form to complete
7. Complete the form as necessary, and make sure to click "Save & Exit" to leave the page.
- Repeat the steps above add additional Calendar Tasks to this Requirement.
8. Now when you open the requirement, you will see the associated scheduled tasks and the status of each
Congratulations! You have now associated a Calendar Task with a Requirement!
Additional information about updating your Regulatory Matrix can be found here.