1. Click on your company name in the top right corner of the page to navigate to the Admin section.
2. Once there, click on "Regulatory Matrix (Assign Facility Requirements)" under 'Company & Facility Settings'
3. Select which facility you are editing from the available list
4. Once you have selected a facility, use the dropdown menus in the “Applicability” column to set each requirement as either “Applicable” or “Not Applicable” to your facility. You can also use the search bar or click on the column headers to organize the table data.
*Note: Some regulations when marked “Applicable” will trigger an “Action Required” button appear. Clicking the button will open a simple, pre-seeded Action Item Form associated with the Requirement. You have the option to click on that button to fill out that Action Item Form by assign a responsible party and a due date, and then clicking 'Save'. OR, it is recommended to wait to associate the requirement with a custom Action at a later time. How to accomplish this is further addressed in the How to Associate Calendar Task with a Requirement help document.
Once you have set Applicability for each requirement, you are finished setting up your Regulatory Matrix! There is no need to click Save, you can simply navigate away from the page.
All Requirements that have been marked “Applicable” can now be viewed and managed in the Compliance area of the system (Click “Compliance” in the top navigation tabs to navigate to the requirements matrix).
NOTE: You are not limited to the Requirements pre-seeded in the Regulatory Matrix - You can click “Add Requirement” at the bottom of the page to add custom requirements for your facility!
