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Step-By-Step Guide

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  1. Select the Tasks title to open the Task Library

  2. Locate the task you wish to assign and select the Key

  3. You should be in the Details section of the selected task

  4. Press the 'Edit' button to change the Task 

  5. Amend Fields as required 

  6. Once you have completed you your amendments, scroll to the bottom and select 'Update'

Video Guide


more help?

 

 Image RemovedContact your CompliSpace Consultant Team

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CompliSpace Help Desk

Phone:1300 132 030
Email:helpdesk@complispace.com

 

Other resources

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CompliSpace TV

Contains video tutorials on the administrator functions of the PolicyPlus and Assurance systems. 

Requires a login to access (can be requested from the Help Desk)