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How to Perform a Task in the Compliance Calendar

Learn how to upload essential supporting documents to your compliance calendar. This guide walks you through attaching evidence and adding notes to ensure your business is always up-to-date and compliant.

  1. Click "Compliance Calendar".
  2. Click on the Task you wish to perform.
  3. Update the Action (if necessary) from the drop-down menu.
  4. If uploading evidence, select "Upload Evidence".
  5. Click "Attach Supporting Document".
  6. Update Data Classification (if necessary) from the drop-down menu.
  7. Click the "Add notes about the task..." field.
  8. Click "Perform Task".
  9. Click "Home" to return to the dashboard.