Exxat Prism enables you to configure, collect, and track favulty compliance requirements efficiently. This guide explains how to:
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
- Login to Exxat Prism using your university credentials.
- From the dashboard or the Hamburger menu, select Faulty Compliance.
- From the top menu, select Setup tab.
- In the left menu navigate to the Requirements.
Add New Requirement
- Click Add new Requirement
- In the Add new requirement drawer the do the following.
- Select Category from the Category drop-down.
- Enter the Requirement name.
- Enter a Short name for the requirement.
-
Click Save
New Requirement is added successfully.
Enable Requirement
- Click the Edit icon next to the requirement you wish to enable.
- In the Requirements edit drawer, configure the requirement settings.
- Enable requirement
- Make it mandatory
- Enable Require Required
- Enable if sensitive requirements need special permission to access
- Enable if faculty should receive notification for documents not approved.
- Add guidelines
- Select if Notes are required
- Select if the requirement requires documents to be uploaded
- Select if the requirement has an expiration date.
- Configure the expiration settings.
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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
- Login to Exxat Prism using your university credentials.
- From the dashboard or the Hamburger menu, select Faulty Compliance.
- From the top menu, select Setup tab.
- In the left menu navigate to the Requirement Group.
- In the top left of the page, click Create Group.
- In the Create Group drawer do the following.
- Enter Group name , Description for the group and click Next.
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Select predefined requirements from a list of enabled compliance requirements, and click Next.
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Review the requirement group details and click Save.
Requirement Group is created successfully.
- Enter Group name , Description for the group and click Next.
Edit Requirement Group
- In the Requirement Group section, click the edit icon for the requirement group.
- In the Edit Group drawer. make changes as required and Click Save.
Faculty Association
Associate a faculty to the requirements group.
- Login to Exxat Prism using your university credentials.
- From the dashboard or the Hamburger menu, select Faulty Compliance.
- From the top menu, select Setup tab.
- In the left menu navigate to the Faculty Associations.
-
Select the faculties you want to associate and Click Assign Group.
- Select the requirement groups you want associate the faculty to.
Note: [Optional] You can choose to override the currently associate groups for the faculty. - 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
- Login to Exxat Prism using your university credentials.
- From the dashboard or the Hamburger menu, select Faulty Compliance.
- From the top menu, select Setup tab.
- In the left menu navigate to the Faculty Associations.
- In the top right click Add Notifications
- In Add Notification drawer
-
Configure settings and Click Next
- Enter Title for the notification,
- Enter description
- Set Notification Frequency with start and end dates.
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Select the requirement or group and click Next.
- Review the setting Summary and Click Create Notification
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Configure settings and Click Next
Notification is created successfully.
Click the View Notification History to see all the notifications sent.
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