Managing Item Compliance

To implement compliance tracking, you must create the compliance programs, assign items, then check bill of material compliance for your manufactured items.

  1. Define a compliance program:
    1. Open the Compliance Programs form.
    2. Select Actions > New.
    3. Specify a name and description for the new program.
    4. Save the record. All item records are updated to show this program.
      The grid on the Compliance Programs form populates with all item records, and indicates the compliance status, whether the status has been changed, and the date of the change.
  2. Set compliance for each low-level item. To modify the compliance for any item that does not have a bill of material:
    1. Open the Items form.
    2. Select the item record.
    3. On the Compliance tab, locate the compliance program that you want to modify.
    4. Select, or deselect, the Compliant check box to alter the item's status.
    5. Save the item record.
      The Compliance Programs form will  reflect the change you just made, note that it was changed, and specify the date of the change.
  3. Determine compliance for manufactured items:
    1. Open the Item Compliance Assignment Utility form.
    2. Specify which compliance programs you want to process.
    3. Specify whether you want to process all items, or only the items whose status has changed recently.
    4. Click Process.
      The Compliance Programs and Items forms will reflect any compliance status changes made by this utility.
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