Categories

• Getting started
  Review key metrics in ComplianceAccess ComplianceAdd the web app to the home screen of your deviceUse best practice to get the most out of forms
• Central level
  • Overview
    Get familiar with the Central overview (web)
  • Tasks
    Assign modules and forms to specific location groupsSchedule a form in the Daily SchedulePause a task at a central levelApply a department to a moduleCheck task structure in ComplianceDeviation types in tasks and formsCreate processes and tasks within a procedureCreate a temperature taskCreate a task and move it to the relevant areaSchedule 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
  • Report
    Find your waste historyGet familiar with the Central overview (app)
  • 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
  • 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
  • Chain management
    Export locations to ExcelAdd a location to a groupPause all locations in a chain
• Local level
  • Overview
    Respond to deviation reports
  • 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)
  • Forms
    Copy a task in a formFill out a form (web)Fill out a form (mobile app)
  • My location
    Manage users associated with a locationAccess your profile in ComplianceAdd a business group to a userManage time slots on tasksFind business details for a locationEnable and disable processes (web)Schedule location pauses (closures) for the futureAdd, change, and remove users (app)Add, change and remove users (web)
  • Deviation action plan
    Understand the Deviation Action Plan
  • Compliance history
    View the history of an Area or Checklist on the web