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Records

6 articles

What Are Records?

Records are the core unit of compliance — each one represents a project-vendor pair.

Compliance States in Detail

Deep dive into each of the eight compliance states and what triggers transitions.

State Transitions

How records move between compliance states — automatic and manual transitions.

Filtering and Searching Records

Use filters, search, and status tabs to find the records you need.

Bulk Operations

Perform status changes, assignments, and exports across multiple records at once.

Record Timeline

Understand the compliance history timeline that tracks every action on a record.