Compliance Confirmation template

This business rule asks users to indicate whether they have complied with company policies. For example, All expenses in this expense report are business related.

The business rule uses a custom dialog that displays the policy and choices for the user to indicate their compliance with company policies before submitting an expense report.

Based on the severity level selected, this business rule either informs or forces the user to comply with the business rule.

• If the severity level is set to Warning, the document is passed but a document note is created for tracking purposes. The note includes the policy text and the selected choice. The type,alco_note_entry.note_type is a note-compliance value that is easier to identify during export. By using notes instead of business rule violations, managers do not have to approve these compliance messages.
• If this business rule severity level is set to Invalid, and the user selects Yes, then the document is not passed and a document note is created. If the user selects No, a message is displayed that forces the user to either change their selection to Yes or cancel the transaction

This business rule can run on all existing document submit hooks such as Submit ER, PR, TP, and TS.

You should configure this business rule as a last one in the sequence of business rules to fire on a specific event. If you configure it that way, this reduces the number of multiple messages that occur if a subsequent business rule causes a stop violation. A duplicate entry note is created when the business rule is run upon re-submission.