The Track column in Compliance Obligations Registers allows you to determine which Documents and which Clauses you would like to receive External Actions for.
To change the tracking status of a document or a clause, click on the checkmark or checkbox that appears in its Track column.
Clause Level Track Column
Bulk Modification of the Tracking Statuses
Document Level CO
- Select the documents you wish to modify by clicking on their respective checkboxes in the first column on the left.
- Click on Edit Selected
- Remove or add the Track status
- Click on Apply, to apply the change to all the documents that were selected.
Clause Level CO
- Click on Select Clauses
- Select the clauses you wish to modify
- Click on Edit Selected
- Remove or add the Track status
- Click on Apply, to apply the change to all the clauses that were selected.
Document Level Updates
When a document gets updated you will receive an External Action for the document as a whole.
Clause Level Updates
When a clause gets updated, the changes will be applied to your CLCOs regardless of tracking status. However, you will only receive a Clause Update Action from Nimonik if there is a checkmark in the Track column.
