Setup instructions for SharePoint and Planner Online

Setup instructions for flows

Overview of the certification structure

Downloading / Adding your first checklist

Information about managing approvers

Information about managing administrators

Information about managing users (viewers)

Overview of the dashboard and its controls

Learn about how you can create, edit, reset and archive your Clauses

Learn about how you can create, edit, reset and archive your Action Plans

Learn about how you can manage your Tasks within the application as well as within Microsoft Planner

Learn about how you can associated sub-tasks (aka checklist item) with your Tasks

Learn about how you can you upload and/or link to evidences within the application

Instructions to export and print an audit report

Instructions to activate your Compliance Checklist subscription