Compliance is an area for you to create modules to track the compliance of documents and/or form completion overall, or for a set period of time. These modules are set up as a view into existing data on the platform, to summarize how you’re tracking against completion targets. In other words, what you’re supposed to be achieving.
For example, let’s say you’re interested in seeing the compliance of a daily hazard assessment form which every worker needs to fill in each day for a 5 day work week. For 10 identified workers your goal for this would be 50 forms for the week. The compliance module measures how many forms are submitted against this goal of 50.
Compliance of how documents and forms are used, can be tracked against the site or individual users. There’s also the option to track forms individually as well, and their use across a site/sites.
Step by Step video: Compliance Management:
Compliance Management | SALUS Step-by-Step
Interface
For Compliance, key features and actions include:
- Compliance module panels
Summarized view of your compliance modules. Completion data is measured against targets. Drill in further by clicking on the panel itself which shows detailed information, and allows you to filter the results. Clicking into the module shows:- Overall compliance (as a percentage)
- Document compliance (as a number)
- Form compliance (as a number)
- Completion of daily forms, weekly forms and monthly forms (as a percentage)
- Signed Document completion against the target number
- Signed Form completion against the target number
Note: Document and form completion can also be filtered down to be measured per worker if this option was set up when the module was created.
- Delete
Deletes the compliance module. - + Create Module
Creates a new compliance module to see how you’re tracking against target completion. Creating a new module has the options outlined below so you can set your compliance requirements.
Note: Options available depend on what module type you’re creating.
- Module Type: Determines what you’re measuring compliance against
- Sites and Users
- Site
- Form Review
- Name: Insert the name of the module
- Start date: Date which you want to start tracking compliance
- Average weekly work days: Insert a number, this number goes into the calculation that determines how many documents/forms are expected to be completed over a period of time
- Site: Select the site to track compliance
- Workers: Select workers you want to track compliance
- Documents: Select the documents you want to track compliance
- Forms: Select the forms you want to track compliance
- Form frequency: For any forms selected, update the frequency these are completed on the field