ComplyFlow Help Center

Staff Guides

Getting Started

Registration and Activation

Staff - How to Access Support

Resending Invitations to Staff

Assigning Project to Staff

Editing Staff Security Settings

Approving Staff documents

Staff Permissions Overview

Managing Permissions for your Staff users

Muster list Security

Staff Plant Categories

Exclude Site Training/Inductions for Staff

Exporting Staff Permissions to a CSV File

Managing Your Staff List (NCF)

Managing Your Staff List (OCF)

Managing Permits in Live Access_{1 article}

Area Supervisors Guides_{8 articles}

Setup (administrators)_{2 articles}

Account Settings & Troubleshooting Common Issues

Common Issues_{4 articles}

Email Alerts_{1 article}

Inspection (Audit) Module

Adding Inspections

View Inspections

Modify Completed Inspections

Mobile Application Inspections

Inspections via the Dashboard

Inspection PDF Report

Action Management_{4 articles}

Plant & Vehicle Inspections_{2 articles}

Inspection Templates_{3 articles}

Inspection Settings_{3 articles}

Managing Contractors

FAQ_{1 article}

Managing Contractors_{5 articles}

Managing Workers_{5 articles}

Managing Documents_{3 articles}

Managing Online Training_{4 articles}

Managing Projects_{3 articles}

Managing Sites_{1 article}

HR Features_{2 articles}

Managing Communication_{1 article}

Managing Hazardous Chemicals_{2 articles}

Print Cards_{2 articles}

Adding a Site (NCF)

Adding a Project or Site (OCF)

Managing Site Files

Compliance Requirements, Training Requirements and Site Contact

Navigating the Sites List

Adding a Sign in Point (Location)

Parent-Child Site Management Guide

Child Projects Configuration Guide

Inactive Sites Configuration Guide

Site Documents_{8 articles}

Plant & Vehicles Module

Viewing Plant & Vehicles Module

Navigating the Settings Tab

Updating Plant & Vehicle Details

Plant Management

Plant Not In Use

Plant & Vehicle Documents

Reviewing a Form

Creating/Editing a Permit Question on a Form

Incident Module

Adding an Incident

Sending Incident Notifications

Potentially Notifiable Incidents

Notifiable Incidents - Legal

Incident Status

Viewing & Filtering Incidents

Corrective Actions

Adding a Security Group

Adding Incident External Users

Incident Dashboard Charts

Adding a Notification Group

Sending Incident Notifications with PDF Report

Incident Settings Configuration_{2 articles}

Accessing the Risk Register

Working with Risk Areas

Risk Matrix Configuration

Risk Categories

Updating a Risk

Risk Views & Detail Screen

Managing Risk Actions

Detailed Risk Register Permissions

Adding and Managing KPI Targets

Adding and Managing Team Groups

Adding Project Roles to Groups

Configuration Guides

Document Categories - Updating a linked file

Worker Categories - Adding instructions at the top of the wizard

Approval Categories

Contractor Categories

Plant Categories

Document Categories

Staff Categories

Equipment Categories

Deactivation of Staff

Optional Document Configuration

Worker Categories

Adding Person Attributes

Employment Status

Contractor Attribute

Project Approval Categories

Release Notes 2025_{50 articles}

Release Notes 2024_{70 articles}

Release Notes 2023_{54 articles}

Release Notes 2022_{70 articles}

Release Notes 2021_{43 articles}

Release Notes 2020_{27 articles}

Work Orders Overview_{4 articles}

Work Orders in Live Access App_{3 articles}

Work Orders in Web App_{6 articles}