Compliance Documents for Users

This guide will cover our robust compliance documentation system designed to simplify managing internal user requirements within your Trak account.

Understanding Compliance Documentation

At Trak, we recognize the challenge businesses face in keeping up with the diverse licensing and ticket requirements for their staff. Our compliance documentation system seamlessly integrates these requirements into your operational workflows.

Setting Up Compliance Documentation

Step 1: Configuring Service Types

  • Begin by linking job types and service types to your users:
    • Service types can range from specific trades like painters or plumbers to specialized certifications like working at heights or confined space work.
    • Associate relevant compliance documents such as tickets and licenses to each service type.

Step 2: Creating Compliance Documents

  • Easily create new compliance documents tailored to your business needs:
    • Define document names (e.g., Metric On Induction), specify type (individual user), and set details like issue dates and expiry.
    • Choose whether documents are mandatory or optional for job assignments.

Managing Users and Service Types

Step 3: User Management

  • Navigate to your Trak account under your profile to manage users:
    • Assign specific service types to each user based on their roles and responsibilities.
    • Users are prompted to upload required documents before they can sign onto a job, ensuring compliance with preset requirements.

Uploading and Managing Documents

Step 4: Document Submission and Approval

  • Users can easily upload compliance documents:
    • Access the compliance document section, upload files such as white cards or industry-specific licenses.
    • Admins receive notifications for document submissions, enabling timely review and approval directly within the Trak platform.

Step 5: Monitoring Compliance Status

  • Gain full visibility into compliance status across your organization:
    • Track document approvals, expiration dates, and renewal requirements.
    • Receive notifications for pending approvals or expired documents, ensuring proactive management of compliance standards.

Enhancing Operational Efficiency

  • Notifications and Alerts: Configure notifications for non-compliance or document submissions, ensuring prompt action and adherence to safety standards.
  • Comprehensive Oversight: Access detailed overviews of user compliance statuses and document histories, facilitating informed decision-making and audits.

Conclusion

Trak's compliance documentation system empowers businesses to streamline regulatory adherence for internal users seamlessly. Whether managing individual certifications or industry-specific licenses, our platform adapts to your compliance needs, enhancing operational efficiency and safety.

For further assistance or questions regarding Trak's compliance documentation features, contact our support team at contact@trak.com. We're here to support your business in achieving compliance excellence with Trak.

Thank you for choosing Trak for your compliance management needs. We look forward to partnering with you in ensuring regulatory compliance across your operations.