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Step-By-Step Guide

 

  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 amendments, scroll to the bottom and select 'Update'

Video Guide

 

Need More Help?


Contact Your Consultant Team

Your consultant and their team will be across all aspects of your site and will be the best option for understanding any issues you may be experiencing. 

Speak with Our Help Desk

Our help desk team is happy to assistant with any questions you may have about your systems, policies, or technical issues that may arise.

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

Learn more on CompliSpace TV

CompliSpaceTV contains video tutorials on the administrator functions of the PolicyPlus and Assurance systems. This does require a login to access, which can be requested from the Help Desk team.

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