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How Do I Update or Change my Compliance Answers?

Jodie Baer
  • Updated

You can configure your Library’s Compliance Settings from your Admin page. 

 

Permissions Required: General Administration, Level 1 (Manager) permissions or higher are required to access the Admin Page.

 

How Can I Update My Compliance Answers?

To change your Compliance Answers:

  1. Click Admin in the top navigation bar

  2. Select the Site Settings tab

  3. Scroll down to view Compliance Settings

 Compliance Answer Options are not restricted to Yes, No, and N/A. You can add your own options, to best reflect the common Compliance Responses your team encounters. Click the green plus sign to add new options, and click the x to remove them.


A_screenshot_of_where_to_edit_Compliance_Answer_Options.png

 

Note: Compliance Answers have a maximum length of 45 characters.

 

Which Compliance Answer Connectors Can I Choose From?

A Library Entry that contains a Compliance Answer may need to be pulled into a Standard-type Project. Loopio gives you the ability to choose between a period “connector” or a dash “connector,” to ensure this looks seamless.


A_screenshot_of_where_to_decide_the_Compliance_Answer_Connector.png


Here’s what a Project Entry will look like if you are working on a Standard-type Project when a Library Entry containing a Compliance Answer is pulled in:

  • Period connector:

A_screenshot_of_a_Period_Connector_example.png

  • Dash connector:

A_screenshot_of_a_Dash_Connector_.png

 
 

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