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 the list of Compliance Answers that are available for use in your Library Entries:
- Click Admin in the top navigation bar
- Select the Site Settings tab
- 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 ‘+ Add another Option’ text to add new options, and click the delete button to remove them.
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 the Answer field of a Project Entry that does not include a Compliance Answer dropdown. Loopio gives you the ability to choose between a period “connector” or a dash “connector,” to ensure this looks seamless.
Here’s what a Project Entry will look like when the Compliance Answer is pulled into the Answer field along with the Answer text:
- Period connector:
- Dash connector: