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Compliance Cloud Documentation

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User guides and documentation for Compliance Cloud versions 1.0.0 and 2.0.0, covering the Entities Module, Tasks management, Data Manager, and the administration of key contacts, addresses, and ownership.

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What's inside Compliance Cloud

  1. Edit an existing task

    To modify a task, locate the task on the landing screen and click the ellipsis (three dots) in the Actions column, then select Edit Entity.

    Constraints:

    • All information in the Overview and Workflow tabs can be modified except for the Task Type, which is locked after creation.

  2. Create a new task in Compliance Cloud

    To add a new task, navigate to the Tasks tab from the main menu and click the 'Add Task' button (found under the sandwich icon).

    Required Fields (Overview Tab):

    • Task Name
    • Task Type
    • Entity Name
    • Start Date
    • End Date

    Optional/Conditional Fields:

    • Task Description
    • Tax Year
    • Period (e.g., January, Q1, Yearly)
    • Jurisdiction
    • Frequency (e.g., Monthly, Quarterly, Yearly)
    • Assigned To

    Workflow Steps: If the task includes a workflow, define the Step Name, Due Date, and Assigned To under the Workflow tab. Click 'Continue' to save.

  3. Edit an existing Task

    To modify a task, locate the task on the landing screen and click the Edit Entity option under the Actions column (accessed via the ellipsis/three dots).

    Editing Constraints:

    • All information in the Overview and Workflow tabs can be modified except for the Task Type, which is locked after creation.
    • Tasks can be reassigned to different users by updating the 'Assigned To' field during editing.
    • Due dates can be extended by updating the date in the task details.

  4. Create a new Task in Compliance Cloud

    To add a new task, navigate to the Tasks tab from the main menu and click the Add Task button (located under the sandwich icon).

    Required Fields (Overview Tab):

    • Task Name
    • Task Type (Selected from dropdown)
    • Entity Name
    • Start Date
    • End Date

    Optional Fields (Overview Tab):

    • Task Description
    • Tax Year
    • Period (e.g., January, Q1, Yearly)
    • Jurisdiction
    • Frequency (e.g., Monthly, Quarterly, Yearly)
    • Assigned To

    Workflow Steps (Optional): If the task includes a workflow, provide the Step Name, Due Date, and Assigned To user under the Workflow tab.

    Click Continue to save the task or Cancel to discard.

  5. Manage and search imports in the Data Manager grid

    The Data Manager grid provides an overview of all imports with the following columns:

    • Import ID: Unique identifier.
    • Import Name: Assigned name.
    • Import Type: Category (e.g., Trial Balance, Entity, Task, Provision).
    • Imported By: User who performed the import.
    • Imported Timestamp: Date and time of import.
    • Import Status: Current status (e.g., Submitted, Partially Submitted, In-Progress).
    • File Used: Name of the uploaded file.
    • Total Rows: Number of rows in the file.
    • Import Summary: Visual pie chart representing data statuses (Validation Successful, Failed, Duplicates, Validating, and Errors).
    • Actions: Options menu (⋮) for further actions.

    Tasks:

    • Search: Use the search bar in the top-right corner to find imports by keywords or names.
    • Group: Drag and drop columns into the "Drag here to set row groups" area to organize imports.

  6. Edit an existing task

    To modify a task, locate the task on the landing screen and click the 'Edit Entity' option under the 'Actions' column (accessed via the ellipsis/three dots).

    All information in the Overview and Workflow tabs can be modified except for the Task Type, which is locked after creation.

  7. Create a new task in Compliance Cloud

    To add a new task, navigate to the Tasks tab from the main menu and click the Add Task button (found under the sandwich icon). Fill in the following details:

    Overview Tab:

    • Task Name (Mandatory): Descriptive name.
    • Task Type (Mandatory): Selected from a dropdown.
    • Task Description (Optional).
    • Entity Name (Mandatory): Associated entity.
    • Tax Year: Relevant tax year.
    • Period: e.g., January, Q1, Yearly.
    • Jurisdiction: Applicable jurisdiction.
    • Frequency: e.g., Monthly, Quarterly, Yearly.
    • Start Date (Mandatory): Set via calendar picker.
    • End Date (Mandatory): Set via calendar picker.
    • Assigned To: User(s) responsible for the task.

    Workflow Tab (If applicable):

    • Define Step Name, Due Date, and Assigned To for each step.

    Click Continue to save or Cancel to discard.

  9. Initiate a new data import in Compliance Cloud

    To start a new import:

    1. Click the menu icon in the top-right corner.
    2. Select the Import Type.
    3. Enter the Import Name and select the appropriate Import Type (e.g., "Entity").
    4. Apply filters such as Tax Year and Scenario.
    5. Choose the file for upload. The system supports Excel (.XLSX) formats.

    Users can download predefined templates by selecting the desired Import Type on the New Import screen. All users except those with read-only access can initiate imports and make edits.

  11. View and search for documents related to a task

    To view documents for a specific task, navigate to the Documents section while viewing that task; Compliance Cloud will display all associated folders and files. To find a specific file, use the global search located within the document section.