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Peoplefluent
Compliance Reporting Center
User’s Manual
Table of Contents
Introduction ................................................................................................. 4
What is the Compliance Reporting Center? .......................................................................................... 4
Login and navigate .............................................................................................................................. 4
Modules overview ................................................................................................................................ 5
CRC Basic .................................................................................................. 6
Reports Module ................................................................................................................................... 6
View report sets ............................................................................................................................... 6
Report sets documents tab .............................................................................................................. 7
Plan definitions ................................................................................................................................ 9
Plan definitions documents tab ...................................................................................................... 10
Plan specific level .......................................................................................................................... 12
Plan level reports tab ................................................................................................................. 13
Plan level documents tab ........................................................................................................... 14
Documents module ............................................................................................................................ 16
Folders and adding documents ...................................................................................................... 16
View or save documents ................................................................................................................ 19
My Account ........................................................................................................................................ 20
Active jobs ..................................................................................................................................... 21
Completed tasks ............................................................................................................................ 21
Send suggestion ............................................................................................................................ 22
Change password .......................................................................................................................... 23
CRC Premium .......................................................................................... 23
Gap Analysis ..................................................................................................................................... 23
Good faith efforts ............................................................................................................................... 26
Good faith efforts dashboard .............................................................................................................. 27
Plan specific good faith efforts ........................................................................................................... 28
Add a new good faith effort activity ................................................................................................. 29
Export good faith efforts to a PDF .................................................................................................. 33
Good faith efforts documents tab ....................................................................................................... 33
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