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Compliance

Can I attach evidence to a compliance obligation?Not yet. Obligations do not have file attachments. Record where the evidence is kept in the Description or Source or reference field.
How to add a compliance obligationIn Compliance choose New obligation, enter the Title and optional description, owner, status, category, due date and source or reference, then choose Create obligation.
How to add a requirement and decide whether it appliesChoose New requirement (or Add a requirement on a source), then open the requirement's Applicability tab and, under Record a decision, choose Applicable, Potentially applicable, Needs review or Not applicable, give the Reason and choose Record decision. Applicability is always a person's decision.
How to assign an owner to a compliance obligationOpen the obligation, choose the person in Owner and choose Save changes. In an organization the owner must be a member; in a personal workspace the owner is you.
How to export compliance obligationsIn Compliance choose Export CSV. The file includes all your real obligations, including archived ones, with every field.
How to get started with PVology ComplianceOpen Applications → Compliance. It keeps an obligation register: the requirements you must meet, who owns them, their due dates and whether you comply. Choose New obligation to add one.
How to read the Compliance dashboardThe top of Compliance shows Total obligations and a count for each status. The counts include your real records only; sample records are counted separately.
How to record a compliance source (law, regulation, contract, standard or policy)Open Compliance → Sources and fill in Record a source: title, type, status, issuer, jurisdiction, version, effective date, a link to the authoritative text and your own summary, then choose Record source. Then add the requirements in it that matter to you.
How to review due and overdue compliance obligationsThe Obligation register shows each Due date; filter by status or search to focus. PVology Home's Compliance card counts obligations that are overdue or not compliant. There is no separate overdue filter or reminder email yet.
How to update the status of a compliance obligationOpen the obligation, choose Open, In progress, Compliant, Not compliant or Not applicable in Status, and choose Save changes. Use Archive to retire it without deleting it.
PVology Compliance: common questionsCompliance needs the application in your plan and, in an organization, a licence. AI help inside Compliance is not available yet. Sample obligations can be added and removed at any time, and Export CSV downloads your records.

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