View a summary of periodic regulatory reports
You can select any of the following options in viewing the summary of a periodic regulatory report:
- To view the regulatory reports for a particular case (scheduled, generated, and submitted), open the Regulatory Reports tab of the Case Form.
- To view all scheduled, generated, and approved reports, as well as other outstanding action items assigned to you or your user group, select Reports in the Worklist menu.
- To view a list of all scheduled, generated, and approved periodic reports, select
Periodic Reports from the
Reports > Compliance
menu.
Parent topic: Periodic report types