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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.