How do we set up our new workspace?

Getting your organisation's compliance platform operational is straightforward when you follow the right sequence. This guide gives you a high-level summary of how-to setup your new workspace.


What You'll Need:

  • Admin access to your Kinatico Compliance Account

Time Required: 30 minutes

Instructions


Step 1: Configure Your Organisational Departments

  • From the main Navigation go to Organisations> People Directory 
  • Select +Add 
  • Select Department 
  • Input the Department Name, Department Description (optional) and Owner 
  • Select Add then Add department

For more help with this step click here 


Step 2: Add People to Your Directory

Before you can send someone a requirement to complete, they must exist in the People Directory.

  • From the main navigation go to Organisations> People Directory 
  • Select +Add 
  • Select Worker 
  • Fill in the 4 sections about the user (Purpose, Basic details, Address, Organisation) 

Step 3: Explore the Requirement Library

  • From the main navigation go to Requirements > Library 
  • Click into each requirement to preview it 
    • Standard: Requirements included in your subscription 
    • Build Your Own: A form builder that lets you create requirements from scratch and save them on your account 
    • Add On: Industry standard requirements you can purchase 

Step 4: Assign Your First Requirement

When you assign a requirement to your people, it prompts them to download the app and complete the outstanding task. 

  • From the main navigation go to Requirements >Manage Requirements
  • Select +Assign Requirement

For more help with this step click here


💡 Pro Tip: You can configure Segments (defined requirements for specific roles/location/department/custom groups) that automatically send requirements to new people added to the directory. To learn more about segments click here.

  • Add additional team members to your organisation account (instructions)
  • Build your own requirement tailored to your specific needs (instructions)
  • Review your plan.

Common Questions

Q: How quickly can my team start completing compliance requirements? A: Once you assign requirements, your people get an email invite within minutes and can begin completing their requirements in the Kinatico Compliance Mobile App.

Need Additional Help?

Still have questions? Contact us by selecting Get Help from the main navigation, then email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com