Archived Asset Tree
The Archived Asset Tree allows you to view and interact with assets that have been removed from the main active hierarchy. To access the Archived Asset Tree, navigate to the Assets > Asset Tree section of the main menu. Click...
Interacting with the Asset Tree: Top Menu Options
When you click on an asset to open its detailed menu, a set of options are displayed along the top of the page, where the asset’s name is visible. The available options vary depending on the asset’s level in the...
Interacting with the Asset Tree: Settings
The Settings tab within the asset menu is where you manage specific configurations for the currently selected asset. The following settings can be amended here: Asset Logo, Default Asset Role and Asset Profile. Asset Logo This setting allows you to...
Interacting with the Asset Tree: Schedules and Relationships
Schedules The Schedules tab, located in the menu for your selected asset, displays information about assessments that have been planned or set up against this asset. The majority of the data presented on this page is informational only. It provides...
Interacting with the Asset Tree: Analytics
The Analytics tab within the asset details panel is dedicated to displaying performance data and statistical insights related to the selected asset. It is organised into three subtabs: Assessment, Non-Conformances and Tasks. Assessment The Assessment subtab provides a snapshot of...
Interacting with the Asset Tree: Details and Access
Every level of the Asset Tree, whether its a top level parent asset or a child asset, is interactive. Clicking on any asset will open a detailed information panel to the right hand side of the main page. This panel...
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...
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...
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...
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...