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How to use the 1Place Compliance Manager?

Introduction

In this guide, you'll be introduced to the 1Place Compliance Manager App which includes most of our system's main modules:

  • Overview Dashboard & Schedules

  • Checklists

  • Tickets / Actions

  • Health & Safety

  • Notes​

Click here for a full guide to installing the app:
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Feature Overview

  • Top Bar

    The top bar is always visible across the app, with right-hand icons that change based on the page you’re viewing.

  • Online & Offline Functionality

    The cloud icon on the right of the top bar shows your connection to 1Place servers.

    • Normal – Connected

    • With diagonal line – No connection

    If offline, you can still complete most tasks using offline and drafts mode.

    Tap the icon to view your connection details. If you expect to lose connection, tap it and select Sync Now to manually sync with the server before going offline.

    Syncing & Offline Mode

    The app automatically syncs with the latest data (centers, rooms, templates, schedules, ticket categories, etc.) every six hours when online.

    If you expect poor internet, tap the cloud icon → Sync Now to update before going offline.

    While offline, work is saved automatically in Drafts as you type. Exiting a checklist prompts you to save or discard changes. Once reconnected, you’ll get a popup to submit your saved drafts.

  • Main Menu

    Access the main menu via the three lines icon in the top-left.


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  • Home (Overview)

    The Home page gives you a quick view of important information and easy access to the app’s main pages.

    Top Section:

    • Shows your organization name.

    • Quick links to your Drafts and Favorites.

    Tabs:

    • Checklists – Shows Checklist to-do, Checklists Completed Today, and Overdue Checklists.

    • Tickets – Shows tickets assigned to you. Use All Tickets to search tickets for any room you have access to.

    • Incidents - Shows the Unsigned and Other Incidents. Use All Incidents for and view any incidents that you have made.

  • Plus ( + ) Button

    The pink + button in the bottom-right lets you quickly create a new Checklist, Ticket, Note, or Incident.

    • On the Dashboard, tap + and choose what to create, then select a Room or Center.

    • If you’re already on a specific Center or Room page, it will automatically fill in that location for you.

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