Converting a Transaction from ComplianceOne to Vanceo Dashboard and Applying a Process
Converting to Vanceo Dashboard
Selecting Covert to Vanceo in the header of ComplianceOne moves the
selected transaction to the Vanceo Dashboard. Only the current active
transactions are displayed in the Vanceo Dashboard. After converting the
transaction in ComplianceOne to Vanceo, the transaction is no longer
available on the ComplianceOne Home page.
Applying a Process
Selecting Apply Process in the header
of ComplianceOne applies a process to the selected transaction. After a
process is applied, you can complete and track tasks and add comments to the
transaction or tasks.