Compliance, Policies & Training

Keep your security operation compliant with policies, checklists, training modules, and certification tracking.

Compliance Dashboard

Navigate to Compliance → Compliance in the sidebar.

The dashboard provides an overview of:

• Overall compliance score.
• Training completion rates.
• Certification status across the team.
• Upcoming deadlines.

Policies

Navigate to Compliance → Policies.

Creating a Policy

1. Click Create Policy.
2. Fill in:
   • Title
   • Category: Safety, Conduct, Uniform, Equipment, Emergency, General
   • Content — the full policy text.
   • Version number.
3. Save as Draft or Publish.

Policy Workflow

Tracking Acknowledgments

When a policy is published, guards receive it in their mobile app. You can track:

• Which guards have acknowledged the policy.
• Which guards haven't yet.
• Acknowledgment timestamps.

Version Control

Update policies and increment the version number. Guards will be prompted to re-acknowledge updated versions.

Checklists

Navigate to Compliance → Checklists.

Creating a Checklist

1. Click Create Checklist.
2. Fill in:
   • Title (e.g., "Opening Procedures")
   • Type: Opening, Closing, Patrol, Maintenance, Safety, Other
   • Site — assign to a specific site.
   • Items — add checklist items with descriptions.
   • Deadline (optional).
3. Assign to guards.
4. Save.

Tracking Completion

• View completion percentage per checklist.
• See which guards completed which items.
• Identify overdue checklists.

Checklist Analytics

Go to Compliance → Checklists → Analytics for:

• Completion rate charts.
• Site performance comparison.
• Guard compliance metrics.
• Missing task identification.

Training

Navigate to Compliance → Training.

Creating a Training Module

1. Click Create Module.
2. Fill in:
   • Title
   • Category: Safety, Compliance, Product Knowledge, Other
   • Description
   • Content — materials, videos, documents.
   • Pass criteria (if applicable).
3. Save.

Assigning Training

1. Open a training module.
2. Click Assign Guards.
3. Select guards or assign to all.
4. Set a due date.
5. Guards receive a notification to complete the training.

Tracking Progress

• View enrollment count and completion percentage.
• See which guards completed, in-progress, or not started.
• Download completion certificates.

Certification Management

• Track guard certifications (Security Guard License, First Aid, CPR, etc.).
• Set expiry dates.
• Receive alerts when certifications are about to expire.
• Require re-certification training.

Post Orders

Navigate to Field Management → Post Orders.

Post orders are site-specific standing instructions:

1. Click Create Post Order.
2. Assign to a site.
3. Write the instructions.
4. Publish to guards.
5. Guards acknowledge receipt in the mobile app.

Tips

• Publish policies early so guards have time to read and acknowledge.
• Set training due dates and follow up on overdue completions.
• Review certification expiry dates monthly to avoid compliance gaps.
• Use checklists for repeatable procedures — opening, closing, handover.
• Check the Compliance Dashboard weekly for an overall health check.

Related Articles

• Managing Guards
• Post Orders
• Reports & Analytics
• Audit Log