User interface layout
ComplyAssistant is designed to be simple and straightforward. This article explains the general features that can be found throughout the website. Dashboard The dashboard is the first page that appears when you log in. User menus appear at the ...
Create an Event
ComplyAssistant's Event function allows you to capture incidents, issues, and complaints consistently. You can also receive guidance on whether the incident is a breach and needs to be reported. Follow these steps to create an event: Click Events in ...
Mobile App Overview and App Setup
The ComplyAssistant Mobile app is a convenient tool for supporting an audit walkthrough statement. Prerequisite: Create an Audit Definition in the Web App To use ComplyAssistant Mobile, you must have an audit definition defined with walk-through ...
Automatically combine recurring audits into one report
ComplyAssistant facilitates the process of combining many walk-throughs into a single report. If you define an audit with a frequency, ComplyAssistant will combine all reports submitted during that period into one audit report for each facility. ...
Create and Assign a Task
You can create a task and optionally assign it to one or more people. Besides creating general action items, you can create tasks related directly to other compliance items. See Types of Tasks in the Overview for more info. To create and assign a ...