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 ...
Edit an event
Go to the Events dashboard and choose the event you want to change. The event summary page will appear, which contains several links in the upper-right corner. There are several ways to modify an event: Edit the event — make changes to the event in a ...
Create an Audit Definition
In the Audit feature, you can manage government regulations with pre-packaged and customizable audit definitions. The workflow is simple: create an audit definition, assign the audit, and complete the audit (using the mobile app, if applicable). ...
Create a question library
A question library is a set of questions that can be reused across many assessments. A question may also feature a question reference and question mapping. Types of question libraries: System defined — you can use any of these libraries or clone a ...
Create a new assessment definition
In the Assessments module, you can choose an existing definition, but you may find the need to create a new definition. Follow these steps to create a new definition. At the top of any page, click Assessments. Click the Create new definition link to ...