Team & Compliance Oversight (Manager)

See each staff member's compliance, drill into the detail, track visitors on site, and check section status.

1 min readUpdated Today
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The Team tab

The Team tab lists your staff with a red, amber, or green compliance status, their role and location, a compliance score, and their last activity. Search or filter by status to find who needs attention, and invite new staff from here.

A staff member in detail

Tap a person to open their record. It breaks their compliance down by category, so you can see exactly what is complete, expiring soon, expired, or missing:

  • Certificates and training

  • Inductions

  • Documents and risk assessments awaiting signature

  • Recent tasks and their check-in history

Visitors on site

When visitors are signed in, they appear on the Team tab with their badge, role, and check-in time, and you can check them out when they leave. Logging a visitor is one of the manager quick actions. The full visitor setup lives in the admin panel, see Managing Visitors.

Compliance by section

The Compliance tab gives each area (food safety, COSHH, fire, team, customer, equipment, and location monitoring) a red/amber/green status with a percentage. Tap a section to drill into the specific items behind the score and jump to whatever needs fixing.

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