davidgraham
Activity overview
Latest activity by davidgraham-
davidgraham created an article, How to audit Asset changes or archived in Quality and Compliance
Question: What are the steps to view / audit changes to an Asset, such as address change, or Asset achieved?Answer: With correct user access such as Admin, we can use the Audit Trail feature by doi...
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davidgraham created an article, Enabling Email Notifications for Audit Reports by Template
Overview You may need to configure email notifications so that specific users receive report notifications for all relevant templates under an Asset. This can be configured individually per templat...
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davidgraham created an article, Adjusting Template Requirements Visibility
Question: Why are template requirements hidden when handling an Audit? How do I block/hide assessment requirements from showing immediately? How do I reveal/display template requirements on the mo...
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davidgraham created an article, Can I give a Contact user more than the default 120 days of access?
Yes! By pressing the Refresh icon next to a Contact User, you can add an additional 120 days to their ongoing timer.Take this example user below:They still have 111 days left, so if I click the ref...
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davidgraham created an article, Why can't I see submitted assessments?
OverviewA conflict in Asset Access has occurred if you cannot:Locate an Assessment for a particular Asset,Or, cannot schedule an Assessment for a particular user.Asset Access determines what Assess...
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davidgraham created an article, Archiving and Deleting Assessments
OverviewAuthorized Admin users (with role-based permissions) can archive or delete assessments. Deleting an assessment is permanent. Once deleted, assessments cannot be recovered.If you have questi...
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davidgraham created an article, Dashboard: Assessment Performance
This section provides an overview of all assessments associated with your profile, allowing you to identify:Submitted assessmentsPending assessmentsIn-progress assessmentsOverdue assessmentsFilteri...
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davidgraham created an article, Report > Tasks
This page serves as a central hub for all information and functionalities related to tasks, encompassing lists, archives and analytics.To access this section within the Nulogy Quality & Compliance ...
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davidgraham created an article, Profile and Administration Panel
Under this section you are able to set or amend the basic information for your Nulogy Quality & Compliance account.Access to certain areas depends on your User Role. To access your profile and the ...
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davidgraham created an article, Report > Assessments
The Report > Assessments section provides access to information regarding completed audits within the Nulogy Quality & Compliance system. To access this section, click Assessment under the Report m...