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How compliance works Understand requirements, rules, standings and when CareComplete works compliance out. A person's Compliance tab See where one client or employee stands, exempt them or move a due date, and print their compliance history. Who is due: the Compliance list Find which employees are overdue or due soon, filter and group the list, and record contact about a requirement. Skills and skill suggestions Keep people's skills in step with their compliance requirements by applying the skill changes CareComplete suggests. Creating a requirement and its rules Set up a new compliance requirement, or adopt one from a template, and write the rules that decide it. Audit files Set up an auditor's checklist once, then generate one PDF of the evidence for the people they name. Your dashboard Choose which dashboards show on Home, whose caseload they count, and look back at how things stood on an earlier day. Organising your agency with assignments Practical ways to set up assignment types and use them so each person's day starts on their own clients and caregivers. Finding your way around Learn the sidebar menu, the person search and the add menu in the header, so you can get to any screen quickly. A person's profile and tabs Read a person's header, move between their tabs, and update their name, photo, phone numbers, emails and addresses. Assignments: who looks after whom What an assignment is, why CareComplete keeps it as a timeline, and how it shapes the lists, dashboards and boards you work from. Filing, stamps and document workflows Why documents pass through an inbox before they are filed, how stamps record each step a document goes through, and ways to divide the work.