Compliance Recommendations

Access a Compliance Recommendation

You can access a Compliance Recommendation that is part of an existing Inspection Plan.

Procedure

  1. Access the Inspection Plan that contains the Compliance Recommendations that you want to access.
  2. Select the Recommendation ID of the Compliance Recommendation that you want to access.
    The Compliance Recommendation appears.

Modify a Compliance Recommendation

Compliance Recommendations can be marked not required, superseded, or deleted.

Before You Begin

You must have one of the following Security Roles to modify a Compliance Recommendation:
  • MI Compliance Analyst
  • MI Compliance Approver

Procedure

  1. Access the Inspection Plan that contains the Compliance Recommendations that you want to access.
  2. Modify the Compliance Recommendation in one of the following ways:
    StateAction
    Supersede ()Changes the state of the Compliance Recommendation to Superseded. To supersede recommendations:
    1. Next to two or more Compliance Recommendations, select the check boxes.
    2. Select .

      The Supersede Recommended Actions window appears.

    3. Select the name of the Compliance Recommendation that you want to designate as the master recommendation.
    4. Select Supersede.

      The master recommendation supersedes the other Compliance Recommendations and appears in the grid.

      Note: You can view the superseded recommendations by selecting the number in the Linked Actions column.
    Not Required ()Changes the state of the Compliance Recommendation to Not Required.
    1. Next to each Compliance Recommendation that you want to mark Not Required, select the check box.
    2. Select .

      A window appears, asking you to confirm that you want to mark the Compliance Recommendation as Not Required.

    3. Select Yes.

      The Reason for Not Required window appears, asking you to state a reason for marking the Compliance Recommendation as Not Required.

    4. Enter a reason for marking the Compliance Recommendation as Not Required, and then select Done.

      The Compliance Recommendation is moved to the Not Required state.

    Unlink Compliance RecommendationsChanges the state of the Compliance Recommendations from Superseded to Proposed. This unlinks superseded Compliance Recommendations from the master recommendation.
    1. In the row of the Compliance Recommendation that you want to modify, in the Linked Actions column, select the number.

      The Linked Recommended Actions window appears, displaying the linked superseded Compliance Recommendations.

    2. Next to each Compliance Recommendation that you want to unlink, select the check box.
    3. Select Unlink.

      The Compliance Recommendation is unlinked from the master recommendation and appears in the grid. The Compliance Recommendation is moved to the Proposed state.

Delete a Compliance Recommendation

Procedure

  1. Access the Inspection Plan that contains the Compliance Recommendations that you want to access.
  2. Next to each Compliance Recommendation that you want to delete, select the check box.
  3. Select .
    A window appears, asking if you want to delete the selected records.
  4. Select Yes.
    The Compliance Recommendations are deleted.

Link or Create an Inspection Task for a Compliance Recommendation

You can create new Inspection Tasks or link existing Inspection Tasks to a Compliance Recommendation that is in the Approved state to add them to the Inspection Plan.

Before You Begin

You must have an Inspection Plan that is in the Approved state.

Procedure

  1. Access the Inspection Plan that contains the Compliance Recommendations that you want to link to tasks.
  2. Next to the Compliance Recommendation that you want to implement, select the check box.
  3. Select Implement.
    The Implement as Inspection Task window appears.

  4. Select one of the following:
    ActionDescription
    Create NewCreates a new task that is linked to the Compliance Recommendation. The new task is assigned a Task ID, and the Task ID appears in the Task ID column for the respective Compliance Recommendation.
    Link ExistingAllows you to select an existing Inspection Task to link to the Compliance Recommendation. The task uses the existing Task ID.
    Note: You cannot link non-reoccurring tasks to Compliance Recommendations.
  5. Select Implement.
    The Compliance Recommendation is changed to the Implemented state. The Inspection Task is linked to the Compliance Recommendation and appears in the Existing Tasks section of the Inspection Plan page. Also, some Inspection Task fields are populated by values from the Compliance Recommendation.

Unlink an Inspection Task from a Compliance Recommendation

You can unlink Inspection Tasks from Compliance Recommendations to remove them from the Linked Actions.

Procedure

  1. Access the Inspection Plan that contains the Compliance Recommendations from which you want to unlink tasks.
  2. Next to the Compliance Recommendation that contains the Inspection Task that you want to unlink, select the check box.
  3. Select .
    A message appears, asking if you want to unlink the selected recommendation from the task.
  4. Select Yes.
    The Inspection Task is unlinked from the Compliance Recommendation.