Reesio Support Center

Mark Individual Tasks As Compliance Related

Last Updated: Jan 25, 2015 07:35PM PST
In addition to being able to mark a task as Compliance related within the Templates section, you can also mark a task as Compliance related for individual tasks within the Workflow section of a transaction. First, select one or more tasks on the left. Then click the Set Compliance "Lock" icon to tag the task(s) as Compliance.



Any compliance task tagged WITH an orange lock will require approval from a Brokerage Admin before the task can be checked off as completed and all docs will be locked in for version control.

Non-compliance tasks WITHOUT an orange lock can be checked off by the task assignor or assignee 
without prior approval from a Brokerage Admin. Therefore, if you want to ensure that you are able to review documents/tasks before they're marked as completed, you should mark those tasks as Compliance related first (we recommend doing it in the Templates section so that it applies to all transactions, but as you can see in the above example, you can do it from the individual task within the Workflow).

However, if a task does not require review and approval by a brokerage admin, any admin can remove the Compliance setting at anytime for one or more tasks by selecting the task(s) on the left and clicking the Remove Compliance "Lock" icon.



NOTE: Only brokerage admins can manage (turn on/off) compliance settings for workflow tasks.

 
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