Objective

Compliance Program Managers and Program Coordinators need to continually monitor compliance status by checking for events that have not started on time (these are missed events), and events that have not completed on time (these are overdue events.) Missed and overdue compliance events pose one of the greatest risks to an organization being in compliance, so the ability to identify these events is critical to successful compliance programs.

Solution

The Archibus Compliance application includes the Manage Missed and Overdue Events task that shows these events color-coded to differentiate them. The task enables you to manage these events by updating information for single or multiple events.

The Events Calendar task presents another method of reviewing missed and overdue events as this calendar highlights missed and overdue events for the time period you are reviewing. You can also edit information for single events from the calendar.

Procedure

The Compliance Program Manager and the Compliance Program Coordinator manage missed and overdue events

1. As you track events, update the event status, so that missed and overdue events can be accurately identified. See Updating Status and Closing Events.
2. Use one of the following tasks to review missed and overdue events:

• Compliance Program Manager : Accesses the Manage Missed and Overdue Events task. From this task, the Compliance Program Manager reviews missed and overdue events and updates their status, reschedules, and can investigate further, for example, by contacting the responsible person.

• Compliance Program Coordinator : Accesses the Manage My Missed and Overdue Events task. From this task, the Compliance Program Coordinator manages missed and overdue events for which they are the responsible person.

  From these tasks, the Compliance Program Manager and Program Coordinator can mark multiple events as 'Canceled' if circumstances have changed and the events are cancelled, or as 'Completed' if the events get back on schedule and are completed. See Managing Missed and Overdue Events .

3. Review Missed and Overdue Events on a calendar: Alternately, to review missed and overdue events, access the Show Compliance Events Calendar task. Select the time frame for which you want to review events. Notice any missed or overdue events that are highlighted in red when reviewing events by status. See Event Status Calendar.