Navigating the Compliance Manager Dashboard
- 1 day ago
- 2 min read
The Compliance Manager Dashboard is your starting point for completing assessments, reviewing results, managing action items, and accessing helpful resources.
This article provides an overview of each section of the dashboard and how to use it effectively.
Assessments by Facility
The center section of the dashboard displays all available assessments for your facilities.
For each facility, you'll be able to:
Begin a new assessment
Continue an assessment already in progress
Access completed assessments
As you switch between facilities, the available assessments and related information will update automatically.
Each assessment card includes information such as:
Facility name
Assessment status
Due date (if assigned)
Progress toward completion
Helpful Resources
The dashboard includes several resources designed to help you complete assessments and better understand industry standards.
Available resources include:
Help Center articles and tutorial videos
Support ticket submission
CDC resources
Model Aquatic Health Code (MAHC) resources
If you have questions while completing an assessment, these resources are a great place to start.
Completed Assessments
On the right side of the dashboard, you'll find your most recently completed assessments.
From this section, you can quickly:
View assessment results
Open completed assessments
Access generated action items
Review previous submissions
This provides a convenient snapshot of your latest assessment activity
Action Items
When an assessment identifies opportunities for improvement, Compliance Manager automatically generates action items.
The Action Items section allows you to view:
Open Items
Past Due Items
My Open Items
My Past Due Items
Items Awaiting Verification (if applicable)
Selecting any category will display the associated items for review and follow-up.
If your organization manages multiple facilities, you can filter action items by facility to focus on a specific location.
Managing Action Items
Selecting an action item opens additional details, including:
Recommended action
Due date
Status
Assigned user
Priority level
Depending on your permissions, you may also be able to:
Update due dates
Reassign responsibility
Change priority levels
Add notes
Upload supporting documents
Mark items as complete
Verify completed items
Glossary and Supporting Documents
At the bottom of the dashboard, you'll find the Glossary of Terms and supporting documentation.
These resources provide additional context for assessment questions, recommendations, and industry terminology.
We strongly recommend reviewing these materials before beginning your first assessment and referring back to them whenever questions arise.
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