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How to structure your folders within your account - Compliance Management
How to structure your folders within your account - Compliance Management

How to set up your folder structure for your Compliance Management accounts

Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

To assist us in getting your data into your accounts quickly and cleanly, please ensure that you have set up a folder structure within your accounts.

It is important to think about your account structure to make it as easy as possible for you to find and manage your records. You will need to state which folder each record will sit in if you are filling out the import spreadsheet for your account.

When setting up each account, you will notice that we have provided example folders for you to use. You can add, edit, move, and/or delete these folders to suit your needs.

Here are some example folder structures for the accounts available on your package:

Equipment Management -

  • (Top Folder) Harnesses

    • (Record) CMC Radio Harness

  • Helmets

    • Petzl Panga

Staff Competency Management -

  • Permanent staff

    • (sub-folder) John Smith

      • First Aid Qualification

  • Temporary/ contract staff

    • Lucy Davies

      • Rope Rescue Level One Qualification

Tool Management -

  • Hand tools

    • Silverline SW21 Pruning Saw

  • Power Tools

    • Stihl HT133 Pole Pruner

Vehicle Management -

  • Van

    • Ford Transit chassis cab

  • Trucks

    • Toyota Hilux

  • Cars

    • Ford Fiesta

Lifting and Anchor Bolt Inspection Management -

  • Site A

    • Anchor Point M20

  • Site B

    • Anchor Point M30

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