How to Add Custom Compliance Authority?

Navigate to the Admin section and select Compliance Authorities from the left navigation panel.

Click "Add" to open the Compliance Authority Details pop-up.

Fill in the required fields: Name, Display Name, Internal Name, and Type. Customize other preferences as needed, such as time zone, region, etc.

Click Save to apply the changes.

Navigate to the desired study and go to its Compliance tab.

Under Compliance Authorities (CA), click "Add".

Select the custom CA and click "Add" in the pop-up box.

The custom CA will now appear in the list of other CAs.

Check in and check out the study.

Note: . You can create a workflow with due date for an attachment type for the custom compliance authority. Upload an attachment or a blank document in the "Attachment" section of the study using before moving to the next step. Click on Save.

Now Go to Custom Compliance Authority you added and click "Add" to create a compliance event. Fill in the required details: Compliance Event Type, Attachment, Workflow Template, Title, Due Date, and Reason, then click Save.

The custom compliance event will be created.

Click on the custom compliance event.

Check in and check out the study again.

Once you check out, the workflow event will be created for the study.