How to configure compliance document rules

To ensure that your vendors are only prompted to upload relevant compliance documents as they onboard for specific panels, add specific service categories or provide responses to your questionnaire, your organisation may use the Compliance Document Rules feature.

Tip:  You can learn more about compliance document rules in our guide, Understanding compliance document rules.

Note:  If a vendor matches the parameters of more than one rule, the stronger rule will apply. For example, a mandatory rule will override an optional rule, and an optional rule will override an off rule.

Add a compliance document panel rule

To add a new compliance document panel rule:

1. Navigate to Settings > Compliance Document Settings from your Felix dashboard
2. Click the Actions button in the top right corner
3. Select Add Panel Rule from the drop-down menu
4. Use the drop-down menu to select the panel that the rule will apply to
5. Use the drop-down menu beside each compliance document type to set whether the document is Mandatory, Optional or Off for this panel
6. Click the Save Rule button

Tip:  If no panels are available for selection, existing rules already apply to each panel.

Add a compliance document service category rule

To add a new compliance document category rule:

1. Navigate to Settings > Compliance Document Settings from your Felix dashboard
2. Click the Actions button in the top right corner
3. Select Add Category Rule from the drop-down menu
4. Begin typing the category name in the field provided
5. Select the appropriate category from the drop-down menu
6. Use the drop-down menu beside each compliance document type to set whether the document is Mandatory, Optional or Off
7. Click the Save Rule button

Add a compliance document questionnaire response rule

To add a new compliance document questionnaire response rule:

1. Navigate to Settings > Compliance Document Settings from your Felix dashboard
2. Click the Actions button in the top right corner
3. Select Add Questionnaire Response Rule from the drop-down menu
4. Use the drop-down menu to select the section of the questionnaire that the rule will apply to
5. Use the drop-down menu to select the question from the chosen section of the questionnaire that the rule will apply to
6. Use the drop-down menu to select the response that the rule will apply to
7. Use the drop-down menu beside each compliance document type to set whether the document is Mandatory, Optional or Off
8. Click the Save Rule button