This site map includes articles in both the Basic (no sign in required) and Advanced (sign in required) versions of the ComplianceMate Help System. All articles in the Organization, Configuration, and Onboarding categories require a sign-in (marked with an asterisk * below).
If you have an account but are not signed in and you click on an article that is only available in the advanced version, the sign in screen appears (see Signing Into the Advanced Help System). Once you sign in, you will have access to the article.
If you don't have an Advanced Help System account, see Registering to Use the Advanced Help System for information on setting up an account.
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Setup, Access, & Tools
Mobile App Setup, Access and Tools
- Mobile App Installation Overview
- Installing the Mobile App
- Registering a Tablet with a Location
- Accessing the Mobile App
- User Interface Elements in the Mobile App
- Using the Mobile App Dashboard Menu
- Connecting a Digital Probe to the Mobile App
- Validating a Digital Probe
- Use and Care of a Digital Probe
- Viewing App Settings for the Mobile App
- Modifying Mobile App Settings and Running Network Scans
- Manually Synchronizing Data
- Backing Up the Database
- Reinstalling the Mobile App
- OS Support for the Mobile App
Checklists, Web Lists & Timed Logs
Completing Checklists in the Mobile App
- Completing a Standard Checklist
- Completing a Reusable Checklist
- Completing a Checklist Item
- Adding Comments or Images to a Checklist Item
- Adding Corrective Actions to a Checklist Item
- Editing a Checklist
- Synchronizing Checklist Data
- Comparing the v5.1.x Corrective Action Process to the Current Version
Getting Help
Using the Online Help System
- Searching the Help System
- CM Bot for CM Help
- Accessing and Using the Help System
- QR Codes for the Help System
- Using the Help System Navigation Bar
- Browsing the Help System
- Submitting Feedback and Requests
- Registering to Use the Advanced Help System
- Signing Into the Advanced Help System
- Following Articles and Sections (Subscriptions)
- Managing Your Help System User Account
FAQs
- Help and Support
- Mobile App Setup and Access
- Server App Access
- Dashboard
- Notifications: Alerts and Reminders
- Checklists, Web Lists, and Timed Logs
- Statistics and Reports
- People (Users), Job Roles, and Access Roles
- Groups and Locations
- Gateways and Routers
- Sensors: Temperature Monitoring
- Sensors: Dishwasher (DishTemp®)
- Tablets
- Knox Tablets
- Digital Probes
- Onboarding
- Add-on Modules
Organization*
Groups
- Settings and Options for an Organization
- Managing Organization Structure
- Understanding Data Inheritance
- Understanding Feature Inheritance
- Managing Groups
- Adding a New Group
- Modifying an Existing Group
- Managing Settings for a Group
- Managing Holidays for a Group
- Moving a Group
- Impact of Moving a Group
- Deleting an Existing Group
Configurations*
Lists
- Overview of Managing Lists
- Creating Lists
- Editing Lists
- Working with List Intervals, Reminders, and Notifications
- Working with List Items
- Managing Multiple Choice Templates
- Managing Corrective Action Templates
- Setting Tablet List Behaviors
- Reordering Lists
- Categorizing Lists
- Releasing New Lists and List Updates
- Deactivating and Activating Lists
- Deleting Lists
Onboarding*
Installing Gateways
- Installing a Wired Gateway (General Instructions)
- Installing a Wireless Gateway (General Instructions)
- Installing the Ezurio (formerly Laird) Sentrius and Sentrius LTE Gateway
- Installing the Milesight UG65 Gateway
- Installing the MultiTech Conduit (MTDCT) Gateway
- Installing the MultiTech Conduit Access Point (MTCAP) Gateway
- Installing the MR•NET NEO Regular Multi-Router
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