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Knowledge
Procedures, documents, standard wording, the feed, the handbook, forms and training.
Reference
- SOPs: write and publish the procedures your team follows. People acknowledge a published SOP. If someone saved a newer version while you were editing, your save is refused so nothing is overwritten.
- Documents: upload the files your team needs. A project's documents are also on its Documents tab.
- Verbiage Library: save clauses and wording you reuse.
Workforce
- Feed: post updates by section. A post can require reading; people acknowledge it, and you see who has not.
- Handbook: publish handbook articles.
- Forms: build forms with conditional logic, required photos and signatures. Crew can complete them in Compass, offline, and each submission becomes a record of the right kind.
- Training: build short courses for your crew.