The compliance dashboard collects and displays all of the tasks that you manage or have access to, whether they have been completed or not.
1. In the left hand side navigation pane, click on the Dashboard dropdown and select Compliance.
2. Ensure the task option is selected and then select the facility you would like to review using the tabs at the top.
3. Select the date range you would like to see and the data will automatically adjust. *You can view up to 90 days of data at a time.*
4. Find a specific task by searching for keywords in the search bar and hitting ENTER.
4. Switch between viewing Completed, Marked Incomplete and Pending tasks using the tabs in the middle section of the screen.
a. In the Completed and Marked Incomplete section, view completed data by selecting the eyeball on the left hand side of the task.
b. In the Pending section view any saved data or complete the task using the task button on the left hand side of the task.
7. Reports will only be pulled from the selected section. To pull the report choose Completed, Marked Incomplete or Pending then click on the Reports button located at the top right-hand side of the screen.
For additional assistance please email our Support Team.