Components toggle

You can enable the components toggle in project settings to automatically generate the Component Header template. This is managed for your project in either the individual Compliance modules or in Completions. The settings are applied throughout the project.

When Components is enabled, the components that are flagged as having required documents in InEight Plan will be available in the Components header in event and tasks. The Component Header template can be created and added to forms and tasks to link forms to components records.

When Components is enabled, the components that are flagged as having required documents in InEight Plan will be available in the Components header in event and tasks. The Component Header template can be created and added to forms and tasks to link forms to components records.

Considerations

• You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

• Metadata being pulled into the component header is associated with Plan components.

• Only users with assignments to the project are shown on the list of Available users. For more information, see User assignments.