Operational Excellence through Compliance

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