Qlomack Comply: records, renewals and tasks

Track a record

1. 1

   Step 1: Create the record

   Choose Track a record. Enter a Title and choose the Type: Licence, Permit, Certificate, Registration, Insurance, Contract, Policy, Employee document or Other.

   Where to find it

   1. Compliance
   2. Records
   • Add the Issuing authority, Reference number, Branch and Responsible employee. For a person’s document, choose the Employee (subject).
   • Use a Folder to group records, for example by site or authority.
2. 2

   Step 2: Set dates and reminders

   Under Dates & reminders, enter the Issue date and Expiry date, the Renewal frequency, and the Reminders (days before expiry): 30, 7 and 1 by default. Choose Create record.

   • Start renewal by is worked out for you if you leave it empty.
3. 3

   Step 3: Upload the document

   On the record, use Upload in Documents. When a new copy arrives, Upload updated document keeps the old one as an earlier version.

Record a renewal

1. 1

   Step 1: Complete the renewal

   When the renewed licence or certificate arrives, open the record and choose Complete renewal. Enter the New issue date and New expiry date, the reference, cost and notes, and attach the renewed document. Choose Record renewal.

   • The record returns to Up to date, and the renewal is added to its history and to Renewal history in the sidebar.

Assign compliance tasks

1. 1

   Step 1: Create a task

   Choose New task. Enter a Title and Due date, link a Compliance record if there is one, and choose an Assignee and Priority. For routine checks, choose how often it Repeats. Choose Create task.

   Where to find it

   1. Compliance
   2. Tasks
2. 2

   Step 2: Work through it

   The assignee finds it under My compliance tasks, chooses Start, then Complete with an optional note. Completing a repeating task creates the next one.

Plan with the calendar and templates

• Calendar shows expiry dates, start-renewal dates and task due dates month by month.
• Templates save the type, authority, renewal frequency and reminders you use repeatedly. No country templates are supplied: create your own and mark them Verify once checked against the source.
• Document vault lists every compliance document with search and filters, ready to download.