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TheWorxHub FAQs

Below are some common questions we receive about TheWorxHub. Click on the questions for more information, troubleshooting instructions, and best practices.

 

Compliance Dashboard FAQs

The Compliance Dashboard will require admin users to grant compliance permission to relevant user roles within their settings. To help with adoption, this permission for the "Sysadmin (TheWorxHub)" role is automatic, as are roles that already had the existing compliance permission activated. Refer to our help site article to find out more.

 

There are so many benefits to using the new Compliance Dashboard. You are able to

  • Approach compliance inspections with confidence.

  • Prioritize a list of key compliance-related work orders.

  • Centralize information in one place for quicker and easier inspection/compliance review.

  • Access a real-time view of key KPIs for ongoing compliance tracking and performance.

  • Enhance connectivity with your team wherever they are as you meet compliance needs.

  • With its mobile-responsive feature, whether you are at your computer or out in the field, you can get a pulse on where you stand with compliance anytime and anywhere.

     

No. The current version of the dashboard is not a paid add-on module. You only need the compliance dashboard permission turned on by your admin.

 

There are two views available in the Compliance section: the Compliance Dashboard view and the Compliance List View. Both exhibit compliance data differently. The Dashboard view presents interactive visual insights based on key KPIs, while the List View shows you the complete list of compliance work orders with the help of robust filters to specify your search. You can benefit from both because they are complementary.

 

Yes, you can. The views are department-specific, based on the application modules you have purchased.

 

No. The form on the Compliance List View is for retrieving compliance information only. However, you can click on the View More Details button at the bottom of the form, and the system will re-route you to the Work Order form on the Dashboard section to make changes.

 

The compliance work order panel was introduced as a way to help you isolate and easily locate your compliance-related work orders among all of your other work on the main dashboard. The new compliance dashboard located in your left navigation provides even more functionality when it comes to tracking and managing your compliance-related work with the introduction of KPIs and a more detailed List View of these work orders.

 

Yes. You have the option to select the compliance-related work orders you wish to print or export to Excel.

 

Yes, the dashboard is designed to be mobile-responsive. When you are logged in on a tablet or phone, the dashboard automatically adjusts for ease of use on mobile-friendly screens.

 

No, the Compliance Dashboard is only available at the individual site level at this time.

 

You can reach out to our Legendary Support Team for further assistance. Go to the top right corner of the Compliance page and click on the help icon to choose help options from Live Chat Online, Email Support, or Visit Help Site. These help options are available on both views, Dashboard and List View.

 

User Roles and User Permissions

What is the difference between the Add button on your homepage and the Users setup in Settings?

Adding a staff member is what you would use the button for. You can then use the Users setup in Settings to add a role you can assign to your staff. It is also worth noting that a staff member can have multiple roles.

What can each TWH standard user role have permission to do?

The Standard Roles are a set of pre-configured roles with default permissions controlled by the system. You can use our User Roles/Permissions PDF or refer to our help site article on Users as a starting point to learn more about what each standard user role can do.