Operational Excellence through Compliance

FAQ 15

• What's an Active user for compliance tracking?
• Help! My first time sign-in link is not working ...
• How do I see compliance status for ALL (not just active) users?
• Why can't I delete a department, location or business?
• What browsers are supported by FOCU451 app?

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Getting Started 7

• First time signing in
• Updating user profile and information
• Completing Requirements - Tasks assigned to users
• Task Assignment and Alerts
• Compliance and Task Alerts

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User Management 4

• Adding Users to Company
• User Activation Email - Initial and Resending
• Staff: Employees or Non Employees?
• User Stages

Company Management 5

• Adding Business for the first time - Company Admin only
• Add Location/s to existing Business - Company Admin only
• Add a new Department
• Changing properties of business, location, department
• "Empowered" Business Manager

Compliance Dashboard 7

• Compliance Dashboard
• Dashboard View - Company Admin
• Dashboard View - Non-Admin Managers and Individual Users
• Auto Enforcing Compliance
• Auto Enforcement - Tracking Document Expiry

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All about templates 12

• What is a template
• Template Organization - Libraries
• Creating a new template [Staff/Employee] - Company Admin only
• Template Assignment = Compliance Enforcement
• Using the Document Wizard with E-Signature (Template Docs) - Company Admin

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Tasks 2

• Task Panel
• Staying in Compliance requires Task Completion by the due date

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