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pVault® Help

Custom Compliance allows you to define your company's own business requirements you want to track (for example W-9 forms, SOC or NIST Compliance levels, bonding requirements, performance review requirements) and use this custom functionality to confirm compliance. These are company specific.

 

Important:  You must be a Greenlight Admin or have Company Edit permissions within your assigned security role.

 

1.From the ribbon toolbar, click Greenlight.

2.Click Manage Greenlight, GreenlightManageGreenlighticon-mh
 
The main screen displays with the Users tab active:
 
GreenlightManageGreenlightmainscreen-mh
 

3.Click the Custom Compliance tab.
 
The following screen displays:
 
GreenlightManageGreenlightCustomCompliancetabwindow-mh
 

4.Click GreenlightAddbuttonimage-mh .
 
The Add Custom Compliance window displays:
 
GreenlightManageGreenlightCustomCompliancetabAddCustomCompliancewindow-mh
 

5.In the Rule Name field, enter name. This name will display next to the rule in the Job and Vendor Compliance screens.

6.In the Rule Text field, enter appropriate text. This will be the label next to the data entry control, asking for the information to be tracked.

7.In the Validation Failure Message text box, enter a customized error message for when this rule is out of compliance. If this text box is left blank, a default message will display.

8.Use the Validation Type field dropdown to select one of the following:
 
GreenlightManageGreenlightCustomCompliancetabAddCustomCompliancewindowValidationTypedropdown-mh
 

 

Using a Date Value Validation Type, click here for details.

Using a Numeric Validation Type, click here for details.

Using a Yes/No Validation Type, click here for details.

 

 

 

Version 2024.01.36 1/30/2025
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