Read Patterns & Insights and the Compliance Overview
For Senior, Manager, Owner
- Open Patterns & Insights from the menu. A Manager also finds it on Reports. Each pattern traces back to entries in your registers, and goes once the pattern stops.
- Tap a pattern’s link to see the entries behind it. As a Manager, tap Acknowledge once you’ve dealt with it.
- For every evidence page and where it has got to, open the Compliance Overview. Filter it by Draft, To finish and review or Ready to approve. Save as PDF prints it.
When it’s done
An acknowledged pattern moves out of Worth your attention. The overview lists every page with its status.
If it doesn’t work
- A pattern won’t go: it goes when the records behind it change, not when it’s acknowledged.
- Nothing shows: no pattern is showing in your records right now.