Description
Regulatory Compliance Management Module for Perfex CRM
Regulatory Compliance Management Module for Perfex CRM works best on Perfex CRM version 3.4.0 and later. This module may not work if you are using Perfex CRM as a SaaS service. We recommend testing this module on a staging copy before deploying to your production Perfex instance.
CORE FEATURES
Compliance Frameworks: Create and manage compliance frameworks with hierarchical structures (sections and items). It supports pre-built templates (e.g., GDPR, ISO 9001, ISO 27001) and custom frameworks with defined risk levels.
Audit Management: Schedule and conduct compliance audits linked to specific frameworks. Features include checklist assignment, progress tracking, and finding recording for internal, external, or surveillance audits.
Nonconformances (NC) Tracking: Track issues with auto-numbered records (NC-YYYY-NNNN). Classify by severity, perform root cause analysis, and track target completion dates.
CAPA Management: Manage Corrective and Preventive Actions. Assign tasks to team members, track status, and link actions directly to nonconformances for resolution.
Document Control & Versioning: Manage compliance documentation with version control, categorisation (policy, procedure, etc.), and review date tracking.
Compliance Calendar: Visualise all compliance-related events, including audit dates, NC deadlines, and document reviews.
