BackOffice users can view and monitor company policies that have been acknowledged by guards through the BackOffice Dashboard. This allows them to track compliance, ensure all required policies are reviewed, and promote best practices across the organization. Please note that company policies must first be added by a BackOffice user in order for them to be available for guards to acknowledge from their mobile app.
✅Step-by-Step guide to view acknowledged company policy by guards in the Back-Office Dashboard:
Click on Reports tab on the main menu and scroll down to Log reports.
Click on the Docs and Policies tab to view reports.
You can either search a document using the search tool bar, or using filters one can refine the search based on the client, post-site and guard assigned.
Also you can extract the archived data by selecting the archived data check box option that is available on filters.
Please note : user needs to click on the "show archive data" option first and then select the guard from the list to retrive the data for the archived guard
You can email or export the report to PDF or Excel.
Email Report:
Select the desired report(s), click the three dots next to the Filters option, then choose "Email Report."
Select the attachment format (PDF or Excel), enter the recipient’s email address(es), and click "Send."Export Report:
Click the three dots next to Filters, then select "Export as PDF" or "Export as Excel."
The report will be automatically downloaded to your system.
If you have any further questions, please don’t hesitate to contact our support team.
For a quick walkthrough, please watch our tutorial video on YouTube here :
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