Safety and compliance

Tracking a compliance item

Keeping one list of everything the hall has to stay on top of.

0:34 long

What this covers

  1. Compliance Items, then New compliance item
  2. Pick the category it falls under
  3. Say where it stands today
  4. Save - it joins the compliance dashboard

Step by step, in writing

The same guide as the video. Tap a time to jump to that moment.

  1. 0:02

    Compliance is a long list of small obligations

    Insurance, gas, electrics, safeguarding. This is where the whole list lives.

  2. 0:04

    Open Compliance Items from the menu

  3. 0:06

    Choose New compliance item

  4. 0:09

    Choose the category

    The dashboard groups everything by these.

  5. 0:12

    Name the obligation

  6. 0:16

    Describe what is required

  7. 0:22

    Say where it stands today

    Compliant, due soon, overdue, or not applicable to your hall.

  8. 0:26

    Save the item

  9. 0:30

    It is being tracked

    Anything that slips to overdue is pushed to the top of the compliance dashboard.

Previous

The compliance dashboard

Next

The building safety dashboard

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