Record postal tracking for a compliance notification
Retain courier, tracking reference and dispatch date against the notification log.
Where to goCompliance → Core Compliance → Notification / Intimation Engine → notification log
Before you start
Compliance View is required; changing records also needs the appropriate Edit capability.
Follow these steps
- Open the exact notification log and check its recipient and reference.
- Enter the postal courier, tracking reference and sent date.
- Save the postal tracking details.
- Reopen the log and verify the stored dispatch information; confirm delivery with the actual carrier evidence separately.
Fields, rules and limits
- Postal tracking requires Compliance Edit and a valid notification log. Saving the courier, tracking reference and sent date records dispatch information; it does not confirm delivery. If the workspace lacks the tracking columns, the action reports that limitation.
Check it worked
Reopen the source record and verify its reference, saved state and linked evidence.
If something does not look right
Check the required permission, current workflow state and exact validation message before retrying.
Questions and answers
Does this action replace the original evidence?
No. Check the linked source record and its original evidence separately; the saved result describes the task performed here.
What should I do if the action fails?
Read the validation message and reopen the record before retrying. Correct the relationship or state that caused the failure.