Managing Compliance Forms and Rights (Admin User)
Roles with Access: Admin users
Add-on Service for organizations that have subscribed to the service
Managing compliance forms and rights is currently only available for Admin users.
The compliance form is defined on the Evaluation Forms page by editing a form.
In the form's editing settings, select the desired Companies and Units where the form should be used. The form will then be available in all selected Companies and Units.
Compliance forms can only be edited in the Company where the forms were created and defined.
For this reason, it is recommended to define a single Company where all Compliance Forms are created to simplify their management.
Then, select Yes for the Form is a Compliance Form option.
Build or make any necessary changes to the form, and finally select Save at the bottom of the form.
Currently, Compliance Forms are only available to Auditors. Results are displayed as usual in reports, and in individual profiles, they can be made visible by checking Show Compliance Forms.
If a Compliance Form is set to be used across multiple Companies, the Dimension on the form (or added to it later) should be applied to For all companies.
You can edit Dimensions under Company settings on the Dimensions tab.
Create the desired Dimension and/or select an existing Dimension and check the option For all companies?
Finally, select Save at the bottom of the page. The Dimension will now automatically appear across all Companies.
Dimensions remain in the Company where they were created and are not visible in other Companies in their Company settings.
For this reason, it is recommended to define a single Company where all Dimension applicable to multiple Companies are created to simplify their management.
The Compliance Feature automatically includes the ability to assign evaluation and coaching forms to multiple Companies without designating them as Compliance Forms.
In the form's editing settings, select the desired Companies and Units where the form should be used. The form will then be available in all selected Companies and Units.
Please note that if no Company is selected, the form will automatically be available across all Companies and their Units.
If you add Tracking Targets to the form, ensure that they are set to apply to all relevant Companies as described in the previous section.
Build or make any necessary changes to the form, and finally select Save at the bottom of the form.
The form will now be available in all selected Companies on the Evaluation Forms and Coaching Forms pages. However, the form can only be edited in the Company where it was created. For this reason, such forms should always be created in a single Company to simplify their management.
Currently, if the Compliance Form selection is removed from an existing Compliance Form, the forms will disappear from view. Further development on this feature is planned to be completed by the end of 2024.
Add-on Service for organizations that have subscribed to the service
Managing compliance forms and rights is currently only available for Admin users.
Defining a Compliance Form
The compliance form is defined on the Evaluation Forms page by editing a form.
In the form's editing settings, select the desired Companies and Units where the form should be used. The form will then be available in all selected Companies and Units.
Compliance forms can only be edited in the Company where the forms were created and defined.
For this reason, it is recommended to define a single Company where all Compliance Forms are created to simplify their management.
Then, select Yes for the Form is a Compliance Form option.
Build or make any necessary changes to the form, and finally select Save at the bottom of the form.
Currently, Compliance Forms are only available to Auditors. Results are displayed as usual in reports, and in individual profiles, they can be made visible by checking Show Compliance Forms.
Dimension in Compliance Forms
If a Compliance Form is set to be used across multiple Companies, the Dimension on the form (or added to it later) should be applied to For all companies.
You can edit Dimensions under Company settings on the Dimensions tab.
Create the desired Dimension and/or select an existing Dimension and check the option For all companies?
Finally, select Save at the bottom of the page. The Dimension will now automatically appear across all Companies.
Dimensions remain in the Company where they were created and are not visible in other Companies in their Company settings.
For this reason, it is recommended to define a single Company where all Dimension applicable to multiple Companies are created to simplify their management.
Assigning a Form to Multiple Companies Without Compliance Selection
The Compliance Feature automatically includes the ability to assign evaluation and coaching forms to multiple Companies without designating them as Compliance Forms.
In the form's editing settings, select the desired Companies and Units where the form should be used. The form will then be available in all selected Companies and Units.
Please note that if no Company is selected, the form will automatically be available across all Companies and their Units.
If you add Tracking Targets to the form, ensure that they are set to apply to all relevant Companies as described in the previous section.
Build or make any necessary changes to the form, and finally select Save at the bottom of the form.
The form will now be available in all selected Companies on the Evaluation Forms and Coaching Forms pages. However, the form can only be edited in the Company where it was created. For this reason, such forms should always be created in a single Company to simplify their management.
Notes
Currently, if the Compliance Form selection is removed from an existing Compliance Form, the forms will disappear from view. Further development on this feature is planned to be completed by the end of 2024.
Updated on: 16/12/2024
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