Categories

• Local overview
  • Previous answers report
    Download data for auditing ("Previous answers report")
• Reports
  Review key metrics in Compliance
• Getting started
  Access ComplianceAdd the web app to the home screen of your deviceUse best practice to get the most out of forms
• Administration
  • Central forms
    Set up severity in formsCopy a module at a central levelCheck the status of completed formsCreate forms as a meeting agendaCopy an existing formCreate a task within a formUnderstand deviation settings in formsUse form foldersManage central forms in a chainCreate the central forms of a chain
  • Central reporting
    Find your waste historyGet familiar with the Central overview (web)Get familiar with the Central overview (app)
  • Central tasks
    Assign modules and forms to specific location groupsSchedule a form in the Daily ScheduleApply a department to a moduleCheck task structure in ComplianceDeviation types in tasks and formsCreate processes and tasks within a procedureCreate a task and move it to the relevant areaCreate a temperature taskSchedule location pauses (closures) at a central levelCreate time slots on tasksAdd tasks from the central librarySet severity levels for tasksFind history for a task (web & app)Create new lists for dropdown tasksCreate an area/checklistCreate a task - select an area and create a task within itEnable or disable an area
  • Location groups
    Organise my Compliance locations with categoriesExport locations to ExcelAdd a location to a groupPause all locations in a chain
  • Procedures
    Create a processActivate a process on a groupSee previous versions of a procedureCreate a procedureUpdate procedures at a local levelEdit procedures locallyFind documents within a procedure (app)Create procedures PDF reportsUpdate procedures at a central level
  • Users & profiles
    Manage users associated with a locationAccess your profile in ComplianceAdd a business group to a userManage permissions for modules, forms and checklistsAdd, change, and remove users (app)Add, change and remove users (web)
  • Deviation action plan
    Manage central Deviation Action Plan settingsUnderstand the Deviation Action Plan
• Local level
  • Daily schedule
    Answer scheduled tasksFilter to see assigned deviationsHide completed checklistsRecognise comments and attachments on the Daily ScheduleAdd an attachment to a task on a local level (app)Find documents on the daily schedule (web and app)Work with missed or unanswered tasksAdd an attachment to a task on a local level (web)
  • Local forms
    Copy a task in a formFill out a form (web)Fill out a form (mobile app)
  • Local reporting
    Download Compliance data for auditingView answer history organised by moduleView the history of an Area or Checklist on the web
  • Local tasks
    Create and manage local tasks on the webCopy a fridge or freezer task via My LocationManage time slots on tasksManage, edit, delete tasks (app)Create local tasks within a local area on your deviceCreate, edit and delete local areas (app)Create, edit and delete local areas (web)Enable and disable processes (web)Enable and disable processes (app)Copy a fridge or freezer task on the appCopy a fridge or freezer task on the web