How to use the 1Place Compliance Manager
Introduction
In this guide, you'll be introduced to the new 1Place Compliance Manager App.
1Place Compliance Manager includes most of our system's main modules:
- Overview Dashboard & Schedules
- Checklists
- Tickets / Actions
- Health & Safety
- Notes
Getting Started
1Place Compliance Manager is available for:
- Android (version 6 and above)
- iOS/iPadOS (version 11 and above)
- Amazon FireOS (version 6 and above)
You can find 1Place Compliance Manager by searching for it in your device's app store.
Feature Overview
Top Bar
The top bar or header is accessible above all pages of the app. The icons on the right-hand side will change contextually, but in general, you'll be able to see the following:
Online & Offline Functionality
In the right hand side of the top bar, you'll see a cloud icon (
). This icon displays your current connectivity status. If your WiFi and/or mobile data loses connection, you'll see a diagonal line across the cloud icon, indicating you've lost connection to the 1Place servers (
). Don't worry though, thanks to our improved offline and drafts functionality, you'll still be able to work on most of your tasks, even if your connection drops off.
Tapping the cloud icon will bring up the Connection Status box. Here you can see some details about your connection status.
If you know that you're going to be without a connection for a while, you can choose to do a manual sync with the server before you go out of WiFi / Data range. To do this, tap the cloud icon to bring up the connection status box, then tap 'Sync Now':
The syncing process will take a snapshot of the latest data for all of your available Centers, Rooms, checklist templates, schedules, ticket categories and so on. Syncing happens in the background every six hours if you're connected to the internet. Most users won't have to worry about manually syncing, but it's a good idea to manually sync before going somewhere if you know you won't have a good internet connection.
The app will keep working if you lose your WiFi and/or mobile data connection. If you go offline, the content that you are working on will be saved in the Drafts section automatically. The new changes are saved to your device as you type them. Backing out of an in-progress checklist will give you the option to save it or discard it. When you go online, you'll get a popup letting you know that you're able to submit them.
Main Menu
Access to the main menu is still via the hamburger menu icon in the top-left corner of the app:
- The main menu is available on more pages than before which means navigation to another page is more direct, with less backtracking.
- Viewing Drafts, Favorites and logging out has been streamlined.
Dashboard (Overview)
The Overview Dashboard screen is a top-level view which allows you to glance at important information, and provides quick access to the main modules / pages within the app.
You can tell if you're in the overview dashboard view because the page title in the top bar will display 'Dashboard.'
Below the top bar, you will see the name of your organization as well as quick links to the Center List & Room List (if your 1Place instance has been configured as a two-layer setup) as well as links to the Drafts, Favorites and Incidents pages.
Below the quick links section, you will notice that the page has two tabs for Checklists and Tickets. These tabs will display, respectively, scheduled checklists and tickets assigned to you ('My Tickets').
- The Checklists Tab:
By default, the 'Checklists Due Today' section will be expanded.The 'Completed Checklists' button takes you to a list of all of the completed checklists that you have access to (a simpler version of the Checklist Register on the web platform).
- The Tickets Tab:
The 'All Tickets' button will take you to another page where you can search for any tickets for any sites that you can see, provided you have access to this feature in your profile.
Incidents
In the quick links section, you will notice a link for Incidents.
The Incidents button will take you to another page where you can search for and view any incidents that you have made.
Plus ( + ) Button
You will notice a pink '+' button in the bottom-right corner of your screen. This button is used as a quick way to create a new ad-hoc Checklist, Ticket or Note.
Tapping the '+' on the overview dashboard will open up a small tray where you can select what you'd like to create. After choosing an option here, you're required to select the Site (or Franchisee) you wish to create a new item for.
This button is also triggered contextually. On the dashboard page, you will be prompted to pick the object to assign to, however if you're already looking at an object-level page (e.g. a Center or Room) then this field will be automatically pre-populated for the new ticket, checklist or note.
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