Compliance

✅ e-Tasks Module – Compliance

The Compliance section in e-Tasks gives managers and admins a quick overview of how well branches and teams are meeting their checklist obligations. It highlights completion rates, missed tasks, and approval status to ensure accountability and adherence to SOPs.

🎥 Video Tutorial

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[Compliance]

🔍 Navigating to Compliance

Go to: e-Tasks → Compliance

This page provides a weekly view across branches showing what checklists were completed, missed, and approved.

📊 What You’ll See:

• Week Selector – Choose which week to view compliance for.

• Branch Filter – Narrow results to a single location.

• Checklist Summary View – See all checklists assigned for that week.

• Status Icons:

  • ✅ Completed

  • ❌ Missed

  • ⏳ Pending Approval

  • 🔓 Approved by Manager

Each checklist entry is linked to:

• Branch name

• Checklist name

• Completion status

• Manager approval status

💡 Tips

• Use this weekly to spot performance issues before they escalate.

• Follow up on any checklists still marked as Pending.

• Use the branch filter when focusing on underperforming locations.

❓ Common Questions

Q: How often is the compliance view updated?
A: It updates in real time as checklists are submitted and approved.

Q: Can I export this data?
A: Not from the compliance page directly. Use the Checklist Logs section for export options.

Q: Who can view the compliance screen?
A: Only managers and admins with reporting permissions can access this view.