Managing Self-Managed Filing Schedules
The Self-Managed Filing Schedules section allows your organisation to create and track filing obligations independently from Addition Compliance (AC) workflows.
Use this section to:
- Track internal or external compliance requirements
- Manage recurring filing schedules
- Monitor upcoming and completed filing cycles
- Maintain visibility into independently managed obligations
Unlike AC-managed filings, these schedules are:
- Fully controlled by your organisation
- Used for tracking and visibility purposes only
- Automatically reflected throughout the Reporting Calendar
Think of this as your custom compliance tracking workspace.
Understanding Self-Managed Filing Schedules
Self-managed schedules are designed for filings that:
- Are not operationally managed by Addition Compliance
- Still require visibility and deadline tracking
- Need recurring timeline management
These schedules help centralize all filing activity within a single reporting environment, even when filings are managed internally.
Understanding the Filing Schedule List
Each row represents a filing schedule configuration rather than a single filing instance.
Depending on the schedule setup, multiple filing cycles may be automatically generated over time.
Key Information in the Grid
Filing Name & Entity
Displays:
- Filing name
- Associated entity (IM / Fund)
These values are fully configurable by your organisation.
Recurrent Filing
Indicates whether the filing schedule generates recurring filing cycles automatically.
| Value | behaviour |
|---|---|
| Yes | Recurring filing cycles are generated automatically |
| No | Only a single filing instance is created |
Reporting Frequency
Defines how frequently filing cycles are generated.
Examples include:
- Monthly
- Quarterly
- Annually
Frequency directly controls future filing generation behaviour.
Reporting Type & Jurisdiction
Displays:
- Filing category
- Reporting jurisdiction
These fields help:
- Categorize filings
- Improve filtering
- Organize reporting visibility
Automatic Filing Generation
When recurrence is enabled, the system automatically generates future filing cycles based on the configured frequency.
Example
| Frequency | Generated Filing behaviour |
|---|---|
| Monthly | Filing created every month |
| Quarterly | Filing created every quarter |
| Annual | Filing created once per year |
This ensures recurring obligations remain visible without manual recreation.
Using Filters
Filters help narrow large filing schedule datasets.
Available Filters
You can filter schedules by:
- Reporting Type
- Reporting Jurisdiction
- Filing Entity
Especially useful when managing multiple custom filing schedules across entities or jurisdictions.
Available Actions
Each filing schedule includes operational actions for review and management.
View Details
Opens a detailed side panel displaying:
- Filing configuration
- Generated filing cycles
- Submission timelines
- Schedule behaviour
Useful for understanding how filing recurrence behaves over time.
Edit Schedule
Allows updates to selected schedule fields.
Important Restrictions
Core schedule configuration fields remain locked, including:
- Reporting frequency
- Recurrence behaviour
Important behaviour
Editing a filing schedule:
- Removes all previously generated filing cycles
- Regenerates new cycles using the updated configuration
This may impact historical visibility and future filing timelines.
Delete Schedule
Removes the filing schedule completely.
Deleting a schedule also removes:
- All associated filing cycles
- Future generated schedules
- Related tracking visibility
Deleted schedules cannot be recovered automatically.
Self-managed schedules:
- Do not trigger Addition Compliance workflows
- Do not initiate AC operational processes
- Are intended for visibility and internal tracking only
Automatic Status Calculation
Filing statuses are automatically calculated by the system based on:
- Submission due dates
- Configured timeline thresholds
Possible statuses include:
- Upcoming
- In Progress
- Completed
No manual status updates are required.
Best Practices
To manage self-managed schedules effectively:
- Use clear and consistent filing names
- Configure realistic submission timelines
- Review recurring schedules periodically
- Avoid unnecessary schedule edits
- Validate recurrence settings before saving
Editing a filing schedule regenerates filing cycles and may affect historical tracking visibility.
Review schedule configuration carefully before making updates.
Recommended Usage
Self-managed schedules are best used for:
- Internal compliance obligations
- Non-AC operational filings
- Independent recurring reporting cycles
- Supplemental filing visibility
Next Steps
Now that you understand how self-managed schedules work, continue to the next guide to learn how to create and configure a new filing schedule.