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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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