Adding or Replacing Equipment?

So, you have received a box from ComplianceMate with some equipment in it a card with a URL or QR code that landed you on this page.

Why am I here?

This is the the welcome page for the User's Guide, which is an integral part of the ComplianceMate Support System. This guide is designed to help you get the most out of your organization's implementation of the ComplianceMate solution.

You landed on this page because you need to access the instructions for installing and configuring the equipment in the box.

There are two versions of this guide:

1. A How-To version that consists of articles intended for those who carry out their day-to-day functions using ComplianceMate. For most users, this is all that is needed.
2. An Advanced version for those who will be involved in the installation and maintenance of equipment, as well as the configuration and management of the complete ComplianceMate solution.

To access the Advanced version of this guide, you will need to register with ComplianceMate Support and then sign in using the credentials you define. Note that these credentials are different than those you may have for accessing the Server App.

• If you need to register, see Registering to Use the Advanced Help System.
• If you already have an account, you can sign in by clicking the Sign in/Register button in the upper right hand corner of any User's Guide page:

  

  For more information on signing in, see Signing Into the Advanced Help System.

  Once you have signed in, you will see your user name in the upper right hand corner of this page:

  

  

Information on using the help system, see Accessing and Using the Help System.

What's Next?

Once you have your account and/or you have signed in, proceed as follows:

• If you are working on an onboarding activity, such as installation, maintenance, or troubleshooting equipment at a physical location, then you will want to go to the Onboarding section of the User's Guide for more information.
• If you are working on configuring, managing or maintaining the ComplianceMate solution for your organization, then you will want to go to the Configure and Manage the CM Solution section of the User's Guide for more information.
• For all other activities, proceed to the User's Guide home page.