Setting Compliance Thresholds

Employee's compliance against certain thresholds can be checked periodically.

To set thresholds

1. Navigate to Sample Compliance screen, then the Employee Based Tracking view.

2. Query for a sales representative (employee).

3. Set thresholds for the sales representative as follows:

   Field	Comments
   Transfer Discrepancies	The maximum amount for transfer discrepancies.
   Reported Loss	Number of times the employee reported loss within a specified number of days.
   Overdue Inventory Check	Shows the number of days where the sample inventory, or audit/reconciliation has not been recorded. (Threshold)
   Overdue Acknowledgement	Number of sales representatives who have not recorded receipt of sample shipment within a specified period from the shipment date or who have not recorded receipt of transfer within a specified period from the transfer date.
   Overdue Certification/Training	Number of days where the annual sample testing/certification has not been completed within the specified time.
   OK to Sample	Enable if the selected employee is ok to sample.
   Disable Adjustment	If enabled, the employee cannot make any adjustments to the transactions.