Adding a Transaction to a Collection

Note: This feature requires at least one of the following modules licensed at your site:

● Chemical Inventory

● Form R Regulatory Reporting

● Tier II Regulatory Reporting

A collection is a selected set of items (in this case, transactions) gathered for any reason: convenient reference to transactions you frequently refer to, running reports focused only on specific transactions, performing batch data operations that alter the data of all transactions in the collection simultaneously, and so on. Perform the procedure below to add a single transaction to a collection.

See the following topics to learn more about collections:

● Collections: An introduction to collections in Comply Plus.

● Collection Basics: The basics of viewing and working with a collection of any type.

● Adding Items to a Collection: Other ways to add transactions (and items of other types) to collections.

● Transaction Collections: Features specific to transaction collections.

To add a transaction to a collection:

Starting at the Transaction Home page (How do I get there?), do the following:

1. Click the collection () icon next to the transaction’s description.

2. To add the transaction to an existing collection, choose that collection in the pick list. To place the transaction in a new collection, type the new collection’s name in the field at the bottom of the display and choose its Access Level. (A Private collection will be visible to you alone; a Site collection will be visible to all users at your site.)

3. Click the OK button.