Regulatory Change Management

Track and manage regulatory changes through your workflow

How to Use Regulatory Change Management
1

Select or Create a Workflow

Use the dropdown to select an existing workflow template, or create a new one that matches your compliance process (e.g., "FCA Compliance Review").

2

Add Regulatory Changes

Click "Add Item" to create a new change item. You can link it to a publication from your regulatory updates, set priority, due dates, and assign it to a workflow.

3

Track Progress with Stages

Each workflow has stages like "Identified", "Gap Analysis", "Implementation", "Completed". Drag cards between columns to track progress as you work through each regulatory change.

4

Monitor Deadlines

Cards show due dates and priority. Items marked overdue or due soon appear in the stats above. Click any card to view full details and update status.

Pro Tips:
  • Create workflow templates matching your team's compliance process
  • Use priorities (High/Medium/Low) to focus on critical changes first
  • Link items to source publications to maintain audit trail
  • Review overdue items weekly in your compliance meetings
Total Items
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Active change items
Overdue
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All on track
Due Soon
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Due within 7 days
Completed
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This month

No Workflow Selected

Select a workflow template to view your Kanban board, or create a new one.