Client Compliances

Duplicate/Inactive Rules to Clients as per Service Location

You are able to copy rules/inactive from one service to other services

Copy Rules

Please go to your compliance screen - Then Select the Service location you want to duplicate the rules from to another service location.

Once this has loaded, please select the Admin location you wish you add to and the Service location and Click Copy Rules - 

If you receive the following ‘Alert Message’ That means you cannot copy the rules because they already have active rules attached, please deactivate those and try again.

Deactivate Rules

To Deactivate ALL rules please select the Admin and Service Location