Compliance — Periodic Reviews & Testing
Short answer: Compliance — Periodic Reviews & Testing keeps your firm’s compliance test records.
Compliance — Periodic Reviews & Testing keeps your firm’s compliance test records.
- What’s recorded: Test, Area, Period, Owner, Evidence / results
- Steps: Planned → In progress; In progress → Passed / Failed; Failed → In progress. The database only allows these moves.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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