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This guide covers best practices for managing your compliance obligations using Commenda.

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Your compliance workflow

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Weekly review

Check your Compliance Calendar at least once a week:
  1. Review items due in the next 30 days.
  2. Check for items with Action required status.
  3. Update statuses for any filings you’ve completed.

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When a filing is due

1

Review the compliance item

Click on the item to see its details, requirements, and any attached documents.
2

Gather required information

Make sure you have all the information and documents needed for the filing.
3

Update status to Under filing

Mark the item as Under filing so your team knows work is in progress.
4

Complete or delegate the filing

Either file the document yourself or create a service request for professional help.
5

Mark as Filed or Completed

Once submitted, update the status and attach a copy of the filed document.

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Getting professional help

If you need assistance with a filing:
  1. Click Create service request from the compliance item.
  2. Select the type of service needed.
  3. A service request is created and assigned to a service provider.
  4. Track the progress from the service request page.

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Tips for staying organized

  • Set up recurring reviews — block time each week to check your compliance calendar
  • Delegate early — create service requests well before deadlines
  • Keep documents current — upload filed documents immediately
  • Monitor extensions — if you file for an extension, track the new deadline carefully