You must be a PDAT administrator to create compliance requirements for your department. If you have that role, the ADMIN button will be displayed in your top menu:
To locate the compliance requirements for your department, click the ADMIN button and select Compliance Overview from the drop-down menu. Compliance requirements and completion status for each individual will be displayed.
To create or edit a compliance rule, follow these steps:
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Click the ADMIN button and select Compliance Setup from the drop-down menu.
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Choose one of the following options:
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To create a new rule, click Create New Compliance Rule.
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To edit an existing rule, click the pencil icon. 
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Fill out the fields in the Add New Compliance Requirement pop-up window.
Note: PDAT will try to find matching activities as you type. You don't need to accept the suggestions. But as a general rule, the patterns should be as restrictive as possible, or else many things will trigger compliance.
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Click SAVE COMPLIANCE to apply the rule.
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Click the person icon 
next to your new rule.
A new page will open where you can enter who the rule applies to or upload a csv file of uniqnames.
