Manage Compliances

Compliance allows you to add some predefined guidelines or options when adding responses. You can create and add the following five types of compliance to the document:

1. Text: Allows the responder to enter any combination of letters, numbers, or symbols on a single line (usually 50-100 or fewer characters).

2. Checkbox: Allows the responder to check or uncheck a box to indicate whether something is Yes/No or True/False.

3. Picklist: Allows the responder to select an option from a dropdown list.

4. Text Area: Allows the responder to enter long texts, which display on separate lines, similar to a Description field.

5. Readonly Text: Allows the responder to bring in information from the document in read-only mode.
   (ideal for when additional information is provided to support the question but is not the actual question).

For example, you have a document that has a question with a two-step answer process. First, you have a picklist for compliance with Yes and No values, and based on the compliance selection, the second answer can be added.

To create a Compliance

1. Click the Manage Compliance button on the Project Configuration screen.

2. Click Add Compliance link.

3. Add the following details:

   1. Compliance Label: It is displayed along with the Compliance name when you add it to the document.

   2. Compliance Name: It is auto-populated.

   3. Type: Text, Checkbox, Picklist, Text Area, or Readonly Text.

   4. Options: It is only available for the Picklist type. By default, two options (Yes/No) are available; however, you can add more options by clicking + Add Option link.

   5. Required: Check this checkbox if you want to make compliance mandatory.

4. Click Save.

For more information on how it appears when reviewing questions, see the Project Question Details > Compliance Details section.