Compliance Tracking
Compliance Tracking by Deadline
Last Updated: July 27, 2026Compliance Tracking by Deadline 1. Click "Certifications" on the left-side menu 2. Click "Compliance Tracking" on the sub-menu 3. Click "By Deadline" 4. You can change from "Monthly Calendar" to "Weekly Calendar" 5. Click "Send Reminders" to send reminders to...
Compliance Tracking by Certification
Last Updated: July 27, 2026Compliance Tracking by Certification 1. Click "Certifications" on the left-side menu 2. Click "Compliance Tracking" on the sub-menu 3. Click "By Certification" 4. You can see the "Category" column 5. How many are "Overdue" 6. And how many are "Due...
Compliance Tracking by Employee
Last Updated: July 27, 20261. Click "Certifications" on the left-side menu 2. Click "Compliance Tracking" on the sub-menu 3. Click "By Employee" 4. From here, you can click "Remind" to send a reminder about pending certifications to that employee 5. Click "Assign" to assign...
Exporting a Compliance Tracking Report
Last Updated: July 26, 2026Exporting a Compliance Tracking Report 1. Click "Certifications" on the left side menu 2. Click "Compliance Tracking" on the sub-menu 3. Click "By Certification" or "By Deadline" 4. Scroll down and click "Export Report"
Compliance Due Dates
Last Updated: July 25, 2026Compliance Due Dates 1. Click "Certifications" on the left-side menu 2. Click "Compliance Tracking" on the sub-menu 3. Click "By Employee" 4. Find the "Employee", scroll down if needed 4.1. Click "Due Date" 5. Click "Due Date" 6. Find the...
Assigning a New Compliance Course
Last Updated: July 25, 2026Assigning a New Compliance Course 1. Click "Certifications" on the left-side menu 2. Click "Compliance Tracking" on the sub-menu 3. Click "By Employee" 4. Find the "Employee" 5. Click "Assign" to the right of the employee 6. Set a "Due...
Sending a Compliance Reminder
Last Updated: July 25, 2026Sending a Compliance Reminder 1. Click "Certifications" on the left side menu 2. Click "Compliance Tracking" on the sub-menu 3. Go to the "By Employee" section 4. Find the "Employee" 5. Click "Remind" 6. Click "OK", the employee will receive...
Tracking Employees Compliance
Last Updated: July 25, 2026Tracking Employees Compliance 1. Click "Certifications" on the left-side menu 2. Click "Compliance Tracking" on the sub-menu 3. This is the "By Employee" section 4. Find the "Employee" column with the employee's name 5. You can see the "Status" on...
