Group Schemes - Updating Compliance Checklists

The only difference between the New Business and Compliance checklists is where the list of incompletes can be found.  When looking through Compliance checklists, the tab to find the schemes is By scheme.

The fields can be completed in the same way as described above.


Once all the fields on the main page have been completed, there is just one field left to complete at the bottom of the page.

These fields can be completed by clicking on one button, rather than on one button per record.  On the front page you will find the following button.

Click this and it will put the dates in the checklist complete fields.  This button is found on both the New Business and Compliance checklist pages.