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Compliance submissions

Compliance is how chapters report to their national organization — risk management certificates, financial reports, GPA confirmations, philanthropy hours, and more. Officers submit; the org admin reviews.

Open Compliance​

In your sidebar: Operations → Compliance.

You'll see a dashboard with:

  • Open requirements — what's due, with deadlines
  • In review — submitted, awaiting org admin response
  • Approved — completed
  • Overdue — past deadline (red)

The chapter compliance dashboard. The chapter compliance dashboard.

Submit a requirement​

  1. Click an open requirement to see what it asks for.
  2. Read the description carefully — some require a specific document, others ask for a form to be filled.
  3. Click Submit.
  4. Depending on the requirement type, you'll see one of:
    • File upload — drag-and-drop a PDF/doc
    • Form fields — fill in numeric or text values (e.g., "Member count," "GPA average")
    • Checklist — confirm each item by ticking the box
  5. Add notes if helpful.
  6. Click Submit for review.

The org admin gets a notification. Your status moves to In review.

Track status​

Open the requirement again to see:

  • The history (submitted → reviewed → approved/declined)
  • Any comments from the reviewer
  • The official approved version (when finalized)

If you got a decline with feedback, update and resubmit.

Resubmit after feedback​

  1. Open the declined requirement.
  2. Click Resubmit.
  3. Update the file or fields.
  4. Add a note explaining what changed.
  5. Click Submit for review.

The cycle continues until approved.

Bulk submit​

For routine requirements (monthly headcounts, quarterly GPA reports):

  1. Open the requirement.
  2. Click Use last submission as template.
  3. Update the changed fields.
  4. Submit.

This avoids re-typing the same fields every period.

Deadlines and reminders​

  • 14 days before due: notification
  • 7 days before: notification + dashboard banner
  • 1 day before: push notification
  • Past due: red banner, escalation to org admin

If you genuinely can't meet a deadline, contact your org admin before the deadline. They can extend it.

Compliance KPIs​

The compliance dashboard shows your on-time submission rate as a KPI. National orgs often use this in chapter health scores.

Tips​

  • Check Compliance every Monday. It's the best habit for staying ahead of deadlines.
  • Keep evidence files organized. Store your supporting docs in Documents so any officer can find them. → Module: Documents
  • Comment when you submit. A two-sentence note from you saves the reviewer time and speeds approval.