Self-Managed Compliance

How to view and manage your compliance cases

How Does Self-Managed Compliance Work?

When you "Publish" an update to your website, you'll see that update listed on the Compliance page of your admin, ready to be reviewed and approved. Once approved, changes are then published on your website.

How to Approve Your Changes

After you "Publish" an update to your website, your change must be approved before it will be reflected on your live site. To approve an update, complete the following steps:

1. Navigate to your Compliance page

2. To download all pending submissions, click "Download All" or to download a PDF of an individual update, select "Actions" > "Download"

3. Submit your documentation to your compliance department

4. Make any requested changes by compliance, and if necessary, re-submit the updates

5. Once approved by compliance, you can "Approve" your pending updates

Compliance Page Overview

Awaiting Approval

Your pending compliance cases are under the "Awaiting Approval" tab.

Here is an overview of the "Awaiting Approval" tab:

1. Download All: Click "Download All" to save a PDF showing all pending updates

2. View Archives: View your website archives. Click here to learn more about website archiving

3. Approve: Approve the submission

4. Actions:

   1. View: View and manage the submission

   2. Edit: Click "Edit" to revisit your submission and make changes

   3. Download: Click "Download" on an individual update to save a PDF documenting only that update

Compliance History

The "Compliance History" tab will show you a history of all compliance submissions.

Here is an overview of the "Compliance History" tab:

1. Status: This column shows the status of the submission

2. View: View and manage the submission

3. Edit: Click "edit" to revisit your submission