How do I request a deferral or exemption for a Requirement?

Sometimes compliance requirements don't align perfectly with your current circumstances. Whether you need additional time to complete a requirement or believe an assignment doesn't apply to your role, you can request deferrals and exemptions through the mobile app.


What You'll Need:

  • An assigned requirement that isn't yet Overdue
  • Clear reasoning for your deferral or exemption request

Time Required: 2 minutes

Step-by-Step Instructions


Step 1: Locate Your Assigned Requirement

  • Select To Do from the Dashboard
  • From the list of requirements, select the Requirement of interest
  • The Requirement details screen will appear

Step 2a: Request a Deferral

  • Select the 3-dot icon in the top right corner of the Requirement details page
  • Select Deferral Request
  • Input a new Due Date for when you can realistically complete the requirement
  • Provide a clear Reason for requesting the deferral
  • Select Submit

Step 2b: Request an Exemption

  • Select the 3-dot icon in the top right corner of the Requirements details page
  • Select Exemption Request
  • Input a detailed Reason explaining why this requirement shouldn't apply to you
  • Select Submit

What Happens Next?


Deferral Outcomes

  • If Approved: You receive an email notification, and the Requirement is moved to the Deferred section of the Dashboard. Remember to complete the requirement before the new due date.
  • If Rejected: You receive an email notification, the Requirement remains in the To Do section of the Dashboard with a new label of Request Rejected. 

Exemption Outcomes

  • If Approved: You receive an email notification and the Requirement is moved to the Exempted section of the Dashboard.
  • If Rejected: You receive an email notification, the Requirement remains in the To Do section of the Dashboard with a new label of Request Rejected.

Troubleshooting


Issue: Can't find the 3-dot icon on Requirement details page

Solutions:

  • Ensure you're viewing the full Requirement details screen, not just the requirement list
  • Check that the requirement status isn't already Overdue or Completed
  • Try refreshing the app by pulling down on the screen

Issue: Request submission appears to fail

Solution:

  • Check your internet connection is stable
  • Ensure all required fields (reason, due date for deferrals) are completed
  • Try closing and reopening the app, then resubmit

When to escalate: If submission continues to fail after checking connection and app refresh, contact technical support for assistance.

Need Additional Help?

Still have questions? Contact us by selecting Settings > Ask for Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com