Dashboard Compliance
The Compliance unit allows management to assign a range of documents and training materials
to all staff or a subset of staff, and track open rates and completed status. Documents may be
added, edited, archived or deleted. Documents are sortable, searchable, and pageable.
Compliance
The Compliance unit also allows management to record complaints, store related documents, and track remediation.
File Name
Click this to view the document.
Assignment
Click this to view the operators assigned to the document.
Archive
Click this to resign the document.
Edit
Click this to edit the document.
Delete
Click this to delete the document.
Add A New Document
1. Click 'Choose File' to navigate and upload a file
2. Enter a description for the document
3. Select the document category
4. Select the permission level
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