FOCUS451's intelligent engine tracks each compliance requirement (Template) and based on the properties of the template, it will automatically assign and re-assign the template to appropriate users. It uses expiration dates, periodic refresh requirement, changes in user's stage, department or location and other parameters to trigger auto enforcement. 


To enable Auto Enforcement, the template properties need to be set as follows: 


  1. Go to the "Properties" tab for the template
  2. Select the desired "Stage" for the User. 
    1. This ensures that the template will be assigned only to users that are in that stage. 
    2. Auto Enforcement: This also ensures that whenever a new or existing user is moved to the stage, this template will be applied to the user "Automatically".
  3. Select the desired "Business/es", "Location/s" and "Department/s" to which this template needs to be applied. 
    1. This ensures that only the users belonging to the Business/es, Location/s and Department/s are assigned this template.
    2. Auto Enforcement: This also ensures that whenever a new or existing user is moved into the above, this template is applied to the user "Automatically". 
    3. Multiple Businesses, Locations and Departments can be selected. 
    4. A user can belong to multiple Departments/Locations/Businesses.
  4. Select to "Re-apply" template - select a "refresh period" in months ranging from 1-24.
    1. Auto Enforcement: This ensures that the template is reassigned "Automatically" at least once every "refresh period". 
    2. The only item that may override this is in case a "required supporting document" expires before the refresh period. In that case the earlier of the two dates is used to "Automatically" reassign the template to the user.