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Video – The Compliance Tracker

What Is the GEMS Compliance Tracker?

A guide to locate and view Activities and the Compliance Tracker tool within GEMS

How to Access Activities and the Compliance Tracker

A guide to navigating the Compliance Tracker tool

The Compliance Tracker's Activity Overview and To-Do List Pages

In this guide, we explore all the parts that make up an Activity, everything from its basic details to the To-Do Items that make it up.

Viewing and Working with Activity Details

Working with To-Do Items

What Are Activity Types?

Add New Activities to the Compliance Tracker

Creating Activities

In this guide the Activity Search is explored, allowing users to find Activities which may not have been assigned to themselves.

Searching for Activities

A guide to the Add Multiple Activities Wizard

Add Multiple Activities

How to use GEMS Compliance Tracker to manage activities, to-do Items, reminders and workflows.

Manage Compliance Activities

In this video how to configure Activity Workflow (Templates) is explored.

Video - GEMS Compliance Tracker Administration (Admin Users)

A guide to security settings as they relate to Activities, including system-wide settings for restricting access and based on user roles.

Activity Security Management (Admin Only)

A guide to configuring Activity Workflows/Templates

Compliance Tracker, Configuring Activity Workflows (Admin Only)

Activity Reminders and Notifications (Admin Only)

Adding New To-Do Item Statuses (Admin Only)

Configure reports built via the Reporting module in GEMS to generate via a To-Do Item

Configuring Reports to Generate via a To-Do Item (Admin Only)

Compliance Tracker Activity Workflows for UK, Ireland and Australia

Preconfigured Activity Workflows (UK, Ireland & Australia)

Creating workflows and managing notifications in the Compliance Tracker

Compliance Tracker Administration

Create a custom design with text, images, and links

GEMS Academy

GEMS Webinar Schedule

Find answers and get help from Intercom Support and Community Experts

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