Configuring HQ Compliance Groups

HQ Compliance Groups bundle compliance codes so assigning the group on a subcontract or purchase order applies every code in the group. Groups are shared across companies and configured at the entry level.

Before you start

• Compliance codes exist for the requirements you need.

Steps

1. Open HQ Compliance Groups.
2. Create or open a group.
3. Assign the compliance codes that belong in the group.
4. Set up group defaults or assign the group directly:
   • Default the group on JC Jobs or PM Projects (separate fields for subcontract and purchase order groups). When a user enters a subcontract or purchase order, the codes from that group initialize automatically.
   • Assign the group directly on individual subcontract or purchase order records.

Notes

• Only put codes in a group that belong on those commitments—irrelevant codes create false holds.
• A compliance code can belong to multiple groups.