Collect! Credit and Collection Software™

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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.

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Assignment

Click this to view the operators assigned to the document.

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Archive

Click this to resign the document.

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Edit

Click this to edit the document.

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Delete

Click this to delete the document.

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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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