SETTING UP YOUR COMPLIANCE APP
Getting the system set up to be able to use the Compliance App is a very, very easy process. You can set up
your form as short or long as you like. And once it is submitted the details are automatically available through your ionMy database, where you can use the usual functionalities such as Reporting, Escalating, adding Actions, Upload etc.
Setup
My Settings > System Settings > Remote Data Capture Settings
On the first section of this screen is where you can change the 'main' logo that is displayed on the Compliance App screen, if you want all users to be prompted to log in before being able to access the App and how many columns you would like the sections displayed in.
Then to scroll down into the Sections that you need to set up
select the 'Section' ie. Accident/Incident
enter in the Description that the users will see on the Form Entry for this form type. For example, you may
want to enter instructions or a thank you note. This CAN be left blankAttach any Uploads relevant
Fields - all fields that are held in ionMy in each 'Section' are able to be selected to go into these forms. Select
the fields you want displayed on your Form, and as usual, you can change the Label, tick if the field is
Mandatory, tick if you want the field to only take up half the page, but MAKE SURE you tick to make it Visible.and of course 'Save'
Repeat these steps for each of the Forms; Accident/Incident, Suggestions, Hazard and Infection..... Easy! :)
My Settings > Definition fields > Form entry > Remote Data Capture I Am - you need to set up the 'Type' of person that may be competing this form. For instance, Staff, Volunteer, Visitor etc.
This Event Involves is controlled via My Settings > Definition Fields > Accident/Incident > Person Involved Type
You can now start using the Forms through your Compliance App.
Click here to download a copy of the guide
