Exxat Prism enables you to configure, collect, and track favulty compliance requirements efficiently. This guide explains how to:

• Set Up Compliance Requirements
• Setup Requirements Group
• Setup Auto Notifications

Set Up Compliance Requirements

Setup Faculty Compliance to define the documents faculty must submit (for example, immunization records, certifications, or identity documents).

Before you begin

• Ensure you have access to the Faculty Compliance section.

Steps

1. Login to Exxat Prism using your university credentials. 
2. From the dashboard or the Hamburger menu, select Faulty Compliance.
   
3. From the top menu, select Setup tab.

1. In the left menu navigate to the Requirements. 
   
    

Add New Requirement

1. Click Add new Requirement  
2. In the Add new requirement drawer the do the following.
   1. Select Category from the Category drop-down.
3. Enter the Requirement name. 
   1. Enter a Short name for the requirement.

   2. Click Save

      
      New Requirement is added successfully.

       

Enable Requirement

1. Click the Edit icon next to the requirement you wish to enable. 
   
2. In the Requirements edit drawer, configure the requirement settings. 
   1. Enable requirement
   2. Make it mandatory 
   3. Enable Require Required
   4. Enable if sensitive requirements need special permission to access
   5. Enable if faculty should receive notification for documents not approved. 
   6. Add guidelines
   7. Select if Notes are required
   8. Select if the requirement requires documents to be uploaded
   9. Select if the requirement has an expiration date. 
      1. Configure the expiration settings. 

3. Click Save. 
   

   The Requirement is Successfully enabled for the faculty
   

   Repeat this for all the requirements. 

End --

Requirement Status indicators

Color Indicators	Green	Enabled
	Grey	Disabled
Icon Indicators		Enabled
		Mandatory

Setup Requirement Groups

Administrators can create and configure Requirement Groups to categorize faculty requirements efficiently and assign the requirement groups to faculties based on their roles and program. 

Create a Requirement Group

1. Login to Exxat Prism using your university credentials. 
2. From the dashboard or the Hamburger menu, select Faulty Compliance.
   
3. From the top menu, select Setup tab.
4. In the left menu navigate to the Requirement Group. 
   
5. In the top left of the page, click Create Group.
6. In the Create Group drawer do the following.
   1. Enter Group name , Description for the group and click Next.
      
   2. Select predefined requirements from a list of enabled compliance requirements, and click Next.
      
   3. Review the requirement group details and click Save.
      
      Requirement Group is created successfully.

Edit Requirement Group

1. In the Requirement Group section, click the edit icon for the requirement group. 
   
2. In the Edit Group drawer. make changes as required and Click Save.

Faculty Association

Associate a faculty to the requirements group.

1. Login to Exxat Prism using your university credentials. 
2. From the dashboard or the Hamburger menu, select Faulty Compliance.
   
3. From the top menu, select Setup tab.
4. In the left menu navigate to the Faculty Associations.
   
5. Select the faculties you want to associate and Click Assign Group. 
   
6. Select the requirement groups you want associate the faculty to.
   Note: [Optional] You can choose to override the currently associate groups for the faculty. 
7. Click Save.
   
   Faculty is associated to the requirement group.

Set Up Auto-Notifications

Enable automated reminders to help faculty complete compliance requirements on time.

Notification Types

Document Status

Auto-notifications can be triggered when documents are in the following status

• Not Approved
• Expiring
• Expired

Requirement Status

When requirements are in the following status

• Get Started
• In Progress

Steps

1. Login to Exxat Prism using your university credentials. 
2. From the dashboard or the Hamburger menu, select Faulty Compliance.
   
3. From the top menu, select Setup tab.
4. In the left menu navigate to the Faculty Associations.
   
5. In the top right click Add Notifications
   
6. In Add Notification drawer
   1. Configure settings and Click Next
      1. Enter Title for the notification, 
      2. Enter description
      3. Set Notification Frequency with start and end dates.
         
   2. Select the requirement or group and click Next. 
      
      Note: You can prevent notifications from being sent for optional documents by enabling the Disable Notifications for Optional Documents toggle. When enabled, faculty will not receive reminders for optional compliance requirements.
       
   3. Review the setting Summary and Click Create Notification
      

Notification is created successfully.

Click the View Notification History to see all the notifications sent.

Disable notification for Individual Faculty

You can disable email notifications to be sent for individual faculties. 

1. From the Compliance Summary Dashboard, select By Faculty. 
2. Click on the Faculty's Compliance Status to see the faculty's compliance details.
   
3. Toggle-off the Email Auto-Notifications.