Where to start
Workspace → Compliance → relevant evidence record
Before you begin
Sign in to the correct Proplix workspace with permission to use the relevant records. The walkthrough uses fictional demonstration records; choose the correct live record before making changes.
Follow these steps
- Open the relevant record and check the issue and expiry dates against the source evidence. Use the date format requested by that screen.
- After saving and completing any required approval, check the stored record. Confirm the linked entity and the saved expiry date.
- Open Zero-Chase Automation to review the configured reminder and escalation rules. Check the trigger, approval controls and intended recipients before enabling a rule.
- Review the Notification and Intimation Engine for pending, sent or failed activity. Investigate delivery problems instead of assuming that a reminder reached its recipient.
- For work that needs a person, create or update a task with a responsible owner and due date. Follow it through to completion and retain the supporting evidence.
Check the result
For work that needs a person, create or update a task with a responsible owner and due date. Follow it through to completion and retain the supporting evidence.
If something does not look right
If a control or record is missing, confirm the selected workspace, record context, enabled services and your permissions. Check the saved record and its activity history before repeating an action.
Useful next steps
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.