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Video – The Compliance Tracker

Updated over a year ago

The video shows Users how to complete activities within the compliance tracker and how to add new activities.

It discusses the following:

  • Daily Compliance Tracker emails.

  • Introduction to the activities hub

  • How to search for activities

  • Dashboards that can show live data of activities and to-do items relating to users and regions

  • Review of queries and notes within activities and to-do items

  • How to add more to-do items after the activity has been created

  • How to see documents added to an activity

  • How to add an activity from the calendar icon

  • Activities panel on a snapshot

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