Video - InEight Compliance - General Navigation

Transcript

(00:05):

In this video, we'll cover some common navigation features within InEight Compliance and InEight Completions.

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From the Organization home page, either product can be accessed three ways. You can click here along the left side. You can choose the product tile, or you can click on the main menu.

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When using any of these options In Compliance, you'll be taken to the Compliance landing page. Based on your permissions and project configuration., you may not see some of these tiles, or they may be renamed. Click on a module tile to be taken to that module's landing page.

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The module landing page consists of three functions. The first is the To Do List, which shows all of the forms and tasks that you're a reporter on by due date. Using this as a great way to stay organized.

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However, in Completions, since there's only one module... Quality... when you click on any of these options, you'll be taken directly to the Quality module landing page.

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In either Compliance or Completions, the Forms and Task tiles are where you go to begin a form or task.

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Use the drop-down to search by Category, which are specific to your permissions and your company's environment.

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Alternatively, you can use the Search icon to quickly navigate to a form or task.

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On the left sidebar, the "Links" section allows you to view existing Forms or Tasks. And if you're the Module Administrator, you'll also see this Administration section.

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By clicking on All Events, you're taken to the All Events page, which shows you all of the events that your permissions allow you to view.

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You can add additional columns, move columns around, filter, and save your existing view for future use. All of these functions are also available on the All Tasks page.

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Well, that's a quick overview of the common navigation features withiInEight Compliance and InEight Completions. Thanks for watching.