Compliance Manager
The Compliance Manager is the primary way for a user to add, edit and remove compliance records against an Application (seven20__Application__c) or Placement (seven20__Placement__c) and can be added to their Lightning Record Pages. It has the following design time attributes:
| Input Name | Type | Required | Description |
|---|---|---|---|
| Show Sub Type In Card Title | Boolean | No | Whether to show the sub type of the compliance in the card title, e.g. Driving License |
| Show Type In Card Title | Boolean | No | Whether to show the type of the compliance in the card title, e.g. ID |
| Disable Compliance Record Link | Boolean | No | Whether to disable the link to the compliance record in the card title |
| Disable Compliance Relationship Link | Boolean | No | Whether to disable the link to the compliance relationship record in the card title |
At the top right of the compliance manager are two action buttons, these are:
- - opens the required compliance edit modal
- - refreshes the compliance manager
The Compliance Manager will display any required compliance details for the Job as cards, titled with a link labelled after the type and sub-type, within the body of the component. The contents of these cards differs depending on three scenarios:
- There are no compliance records of the type and sub-type against the candidate. The card will display a button labelled Add which will will open the Compliance creation modal, allowing creation of a new compliance record and upload of a supporting document.
- There are existing compliance records of the type and sub-type against the candidate, which haven't been flagged as fulfilling this required compliance. The card will display a button labelled Manage which when clicked opens a modal to allow the user to select which of the existing compliance records fulfills this required compliance, or to instead create a new compliance via the Compliance creation modal.
- A compliance record exists and has been flagged as fulfilling the required compliance. The card will display an accordion titled Details, which displays the related file and fields defined within the Compliance creation modal below. To the right of the accordion is a button icon () which links to the compliance relationship record. At the bottom of the card is a picklist to allow the user to set the status of the compliance, and a button labelled Save which will save the status change.
A compliance record is flagged as fulfilling the required compliance through a Compliance Relationship (seven20__Compliance_Relationship__c) being related to the appropriate record. This record is automatically created through the compliance creation modal, or when assigning an existing compliance.
Compliance status
A usual workflow for compliance is to have the compliance details and documents be reviewed and approved before it is considered valid. The Compliance Manager allows the user to set the status of the compliance through the picklist at the bottom of the compliance card. These status can be amended as required, however the Approved and Rejected statuses are required to be present. When a compliance is in either of these statuses, it visually changes the card to reflect that with either a tick () or cross (), respectively, at top right of the card.
Custom workflows and approval processes should be used to manage a Submitted compliance being moved to Approved.
Compliance creation modal
New compliances are added via a modal. The modal will be pre-populated with the type and sub-type of the compliance, and any additional fields can be added via a field set against the Compliance (seven20__Compliance__c) and a Seven20 Configuration setting record with the developer name Compliance_Creation_Additional_Fields.
On opening the modal, a blank compliance record is immediately created for the Compliance to be uploaded against. On submission, the rest of the record is populated. If the User closes the modal without submitting, the record is deleted; however, leaving the modal via other means (e.g. going to a different URL) may leave the empty record undeleted.
The Compliance creation modal field set must be configured, otherwise the Compliance Manager will not work as expected.
Do not add the Type and Sub-Type fields to the field set.