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Author: Claire Casey

Asset Tree
Claire Casey
Assets

Asset Tree

The Asset Tree is the hierarchical structure that displays all assets registered with your organisation. It is designed for easy navigation and management of complex asset relationships.  The Asset Tree can be found under the Assets section, located on the...
October 16, 2025
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Assets
Claire Casey
Assets

Assets

Assets are a fundamental component of the Audit Comply portals functionality. They serve as the organisational structure and focal point for audits, non-conformances and reports.  Asset details can be managed and accessed through the main menu of the left hand...
October 6, 2025
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Category Lists
Claire Casey
Manage > Categories

Category Lists

The Categories section organises all predefined answer sets into two subsections: Custom Lists and System Lists.  Important Note: Category Lists cannot be removed from the system once they are created, but they can be amended.  Custom Lists Custom Lists are...
October 2, 2025
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Categories
Claire Casey
Manage > Categories

Categories

The Categories section under the Manage menu serves as a central hub for all category-related data for your audits. It contains a category dictionary and displays any created category lists.  Category Dictionary The Category Dictionary is a curated list of...
September 18, 2025
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Additional Template Settings: NC’s
Claire Casey
Templates

Additional Template Settings: NC’s

These template settings override the Non-Conformance settings within Organisation Settings.  Non-Conformance Category Fields This setting allows you to add custom category fields to non-conformances, which users can populate by selecting from a predefined dropdown list.  A blank table is initially...
August 26, 2025
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Additional Template Settings: App
Claire Casey
Templates

Additional Template Settings: App

The App settings within Additional Template Settings enable you to configure specific options that control how your template behaves when an assessment is being completed on the mobile application.  A list of available options will be displayed. By default, none...
July 22, 2025
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Audit Preview
Claire Casey
Templates

Audit Preview

This tab provides a visual representation of your completed audit template.  It displays the most recent version of the template. It also provides key statistics, advising you on the total number of sections and requirements within that template version.  Important:...
July 21, 2025
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