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Clik Compliance

Clik Compliance

Clik Compliance Categories

Staff and Users

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Assets

Moving Assets Between Sites

Certificates

Editing a Completed Cert

Saving Certificate Boards to the Board Library

Filtering Certificates Modules

Copying a Certificate

Creating Prefill Certificates

Applying Signatures to Certificates

Adding Templates to Bundles

Assigning Engineers to Certificates

Creating a Certificate From an Asset

Creating Certificates From a Customer

Plan Details

Creating Certificates

How to Create a PDF and Email Certificates

How to Validate a Certificate

Numbering and Completing Certificates

Setting Up Certificate Start Numbers

Using The Circuit Details Library

Understanding Certificate Edit History

CRM

Adding Customer Contacts

Adding Sites

Adding Customers

FAQ's

Clik Compliance FAQ’s

Setting Up

Setting Up Users

Creating New Assets

Setting Up Company Details

Setting Up Signatures

Creating New Customer Types

Creating New Site Types

Setting Up Company and Employee Registration Numbers

Using the Clik Compliance App

Setting Up Logos

Staff and Users

Understanding User Roles

Deleting Users

Adding Library Items

Creating Additional Notes and User Comments

Deleting Roles

Accessing Existing JobLogic Users

How To Reset Your Password

Settings

Restoring Deleted Certificates

Cache in Clik Compliance

Creating New Area Types

Understanding Notification Options

Adding Equipment Classes

Adding Equipiment Classes

Offline

Going ‘Offline’

Notes

Creating Additional Notes and User Comments

Photos

How to Add Photos to a Certificate

Video

Clik Compliance Overview (Video)