Converting a Transaction to Vanceo 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.