MyCompliance How to Guide

Dashboard User Guide

This document was created in MY Compliance Management on 24/06/2025 14:10:07

Q: I need to change a users’ Username to match their email address, how do I do this? A: Contact your Customer Support Manager and MY Compliance Management can change this for you.

Q: I want to set up and roll out a new module, are there Training Videos on how to get started? A: We have created a page where you can access training videos for each module, which will teach you how to set up and manage the data within your system. Go to the ‘Help?’ page located within your Main Dashboard > Click article 2 ‘Onboarding Support’ > Click the hyperlink provided on this page and register/log in to our Training Suite.

You can also reach out to your dedicated Customer Support Manager.

Q: How do I know how much data has been used within my account? A: Go to your name in the top right-hand corner of your main Dashboard > click Account. You will be able to see your ‘File Storage Used’ on this page. Top Tip: If you have used your allocated amount of data, please contact your Customer Support Manager and we can extend your data usage. We charge £100 per 5GB of data, and this will be added to your annual subscription. Q: How can I reach out to MY Compliance Management if I require further support? A: We offer a variety of ways to communicate with us. We would suggest viewing the ‘MY Advisor’ module within your list of modules, as this will provide you with our contact details and access to our Live Chat. Top Tip: Within this module, you can also view your own ‘Support Champions’ within your company. This will normally list the Super Users who can support you in the set up and roll out of the system.

Mobile Apps

Q: What apps do you provide? A: You can download the MY Actions, MY Audits, MY Asset Manager, MY Incidents, MY Risk Assessments and MY NCR via the Google Play Store and Apple Store.

Q: What device version supports the apps? A: Our apps support Android 13 and IOS 13 versions, and above.

Q: My App isn’t uploading my records, even though I have completed all required fields. How do I upload these? A: We make updates to our Apps regularly, to ensure they comply with the latest versions. When an update has been deployed, this creates a new version of the app. We recommend resetting the data within your App which will ensure the most recent update has been implemented. Top Tip: If you are unsure which version you are using, go to Settings within the App and it will state which app version you’re currently working on. In addition to this, if an Account Administrator or Manager has made changes to a record, such as an Audit Template, this will need to be re-downloaded into the app to ensure the most up to date record is being completed.

Onboarding Support Available for user levels: Account Adminstrator Manager Are you new to MY Compliance Management?

Why not take our Onboarding course to Introduce the MY Compliance Management system?

Page 3 of 21 - Dashboard User Guide

Made with FlippingBook Digital Publishing Software