The Planning module has a wide array of fields you can use to create your data type templates. Many of them provide particularly unique purposes that are great for reporting. Below is a description of each field, both Included/Required and Available. Also, see the “Creating Templates in Compliance Assist Planning” video in our Video Guides section for an in-depth description of each field and how to add the fields to your template!

For questions about best practices regarding these fields, contact your Consultant!

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