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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. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Your account, agencies and theme Open your user menu to manage your account, switch between agencies, change the light or dark theme, and log 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. Documentation notes Write notes about the people you care for, add follow-ups, find notes again, and pick up drafts you have not saved. 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.