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The information is not version controlled and as such is subject to change without notice.
Vault does not accept any responsibility or obligation to inform users of this presentation of such changes.
This includes any copies of this presentation taken and modified outside of the Vault domain.
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3. [Manage Compliance Types] Introduction
In the Compliance Module users can view, record information and manage corrective actions relating to topics such as Meetings, Toolbox Talks and anything else your business chooses to record.
In this guide, we'll show how to customise the Compliance Menu Item names, and the 'Type' picklist available to users when adding a new record.

4. [Manage Compliance Types] Vault Settings
Compliance Type options are available in Vault Settings, which can be found under the profile icon, towards the top of the screen.
‘Vault Settings’

5. [Manage Compliance Types] Compliance Types
Click to expand the Compliance Section, then click Compliance Types

6. [Manage Compliance Types] Compliance Types cont.
A list of Compliance Types, which are the menu items users will see in Vault are displayed on the left of the page
Note that Vault can be configured with up to 7 menu items of your choosing

7. [Manage Compliance Types] Edit Compliance Type
To rename or hide a Compliance Type, select Edit next to the item
Type in a new name in the Type field

8. [Manage Compliance Types] Hide a Compliance Type
To hide a Compliance type, untick Active Compliance Type
Click Save to apply changes, or cancel to cancel the change

9. [Manage Compliance Types] Change Menu Position
To change the position of a Menu Item, click the up or down arrows

10. [Manage Compliance Types] Edit Type
To edit the 'Type' picklist available to users when adding a new record, first click on the desired Compliance Type
Click Add to add a new Type

11. [Manage Compliance Types] Edit Type cont.
Type the name you wish to use and click Save, or cancel, to cancel the change

12. [Manage Compliance Types] Edit or Delete an Item
To Edit or Delete an existing item click the appropriate button

13. [Manage Compliance Types] Edit or Delete an Item cont.
Note that this change is permanent and cannot be undone
Note that changes made here are committed as soon as they are entered - there is no need to click a ‘Save’ button and therefore changes cannot be ‘Cancelled’ once made