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Manage Regulatory Documents

Attach references to externally issued Regulatory Documents to an organisation's record.


Prerequisites​

note

The Regulatory Documents tab is only available for ecosystems and federations where it has been enabled.

Add Regulatory Document​

  1. Select Documents > Regulatory Documents > New Document.

  2. Fill in the fields and save.

    FieldDescription
    Document TypeThe type that categorises the document. Types already used by the organisation aren't listed.
    Document URILink to the document. Must use HTTPS.
    DescriptionPurpose of the document.
    Document Reference NumberThe reference number or identifier assigned to the document by the issuing authority.
    Start DateThe date from which the document is valid.
    Expiry DateThe date the document expires. Leave blank if it does not expire.

An organisation can only have one document of each Regulatory Document Type at a time.

Edit Regulatory Document​

  1. Select Documents > Regulatory Documents.

  2. Select the three dots button under the Actions column next to the document and Edit.

  3. Update the fields and save.

Delete Regulatory Document​

  1. Select Documents > Regulatory Documents.

  2. Select the three dots button under the Actions column next to the document and Delete.