How to Create a Compliance Profile in Task Manager
Table of Contents
NOTE
This article is for NCCO Task Manager. Learn more about Task Manager.
Linking a Compliance Profile to a venue ensures the appropriate forms are displayed when the venue is accessed. In this guide, we'll show you how to create a Compliance Profile and assign it to a venue, allowing you to easily customize which forms are available for each location.
Steps:
1. Click on Forms in the Admin Portal of Task Manager.
2. Click on Compliance Profiles
3. Click on Create/Edit Profiles
4. Type the name of the Compliance Profile you want to add
5. Click on Add Forms / Checklists / Inspections
6. Click on Add next to any Form, Checklist, or Inspection form you want visible in the Compliance Profile.
7. Click on Add Forms
8. Click on Save Changes
9. Click on Apply next to the venue you want associated with the Compliance Profile. This action ensures that when someone accesses the specific venue on the front end, they will see the forms tied to the Compliance Profile you created.
10. Click on Done
