1. EPICompliance Knowledge Base
  2. FAQs
  3. Monthly Security Reminders, and Monthly Compliance Tasks or Checklists

How do I accomplish the Monthly Compliance Task or Checklist?

Below are the steps to accomplish the Monthly Compliance Task or Checklist:

  1. On the EPICompliance Customer Console, navigate to Task & Communication Center > Assigned Tasks.
  2. Choose the specific Monthly Compliance Task or Checklist.
  3. Accomplish by clicking on the Tasks Items one by one and complete the tasks being required as directed on the page.
  4. Once a particular Task Item is completed, click on the ‘Completed-YES’ button, and then hit the ‘Save’
  5. Otherwise, click on the ‘Not Applicable-YES’ button, and then hit the ‘Save’ button, if a particular Task Item does not apply to your organization/office.
  6. When all the Tasks Items have been completed, click the green “Mark Completed” button in the Task Distribution box located on the left side of the screen.

For questions or concerns, contact us via the following:
  • Chatbox/window on your Complete Compliance Suite screen.
  • Telephone: 877-560-4261
  • Email: support@epicompliance.com