Understanding Regulated Individual Data
Enter the regulated individual data both on a one-time basis when you first bring individuals into the Manage Professional Compliance process and when you maintain or review a regulated individual. The regulated individual data that this topic discusses can be grouped into these categories:
Category |
Explanation |
---|---|
Data that you enter when you first bring individuals into the Manage Professional Compliance process. |
When you hire an individual, you can use the hire pages in PeopleSoft HR to bring the individual into the compliance process. Alternatively, after hiring an individual, you can bring that person into the compliance process using the RI (regulated individual) page. Add an individual only once to the Manage Professional Compliance process. |
Data that you enter when the individual first comes into the Manage Professional Compliance process and then again when the individual's status changes. |
After bringing an individual into the Manage Professional Compliance process, enter additional information about that person. Enter the information in this order:
Regulated individual data such as professional compliance type, regulatory authority, and classification can change over time, and must be maintained on an ongoing basis. |
(GBR) Other regulated individual data that you can view or enter as needed. |
Use the References page to view references that the regulated individual provides. To keep track of prior work experience or compliance, view or enter this information on the Prior Work page. |