Create a Compliance Profile in Task Manager
Table of Contents
NOTE
This article is for NCCO Task Manager. Learn more about Task Manager.
A compliance profile is a set of forms that can be assigned to different venues. A form must be assigned to a compliance profile to be used at a venue.
Creating compliance profiles makes it easier to assign forms to venues by grouping commonly used forms together.
Compliance profiles can be created in the Forms tab of the Task Manager admin dashboard.
Customize standard forms and checklists by adding custom fields, see Add Custom Fields to Forms and Checklists in Task Manager
Steps:
1. Log in to the Task Manager admin dashboard in the United States at taskmanager.us.ncco.com, or in Europe at taskmanager.ncco.com.
2. Click the Forms tab on the side bar.
3. Click Compliance Profiles.
4. Click Create/Edit Profiles.
5. Type the Profile Name.
6. Click + Add Forms / Checklists / Inspections.
7. Click on Add next to any forms, checklists, or inspections you want in the compliance profile.
8. Click Add Forms.
9. Click Save Changes.
10. Click Apply next to the venues you want to use the compliance profile.
