Onboarding Compact Mode

Admin Area
Written By Chris Jack

The compact mode switch is located on the Onboarding tab.

We recommend switching compact mode off when setting up any Onboarding, as it provides many additional features and fields.

Switching Compact mode off enables these fields:

  • Who (who the Onboarding is assigned to).

  • Internal flag.

  • Draft flag.

  • Area (where the work is taking place).

  • Attach button (attach Compliance to Onboarding such as checklists, upload a file etc.)

  • Swap button (move Onboarding up or down in order).

  • Details (show the details for an Onboarding item).

Chris Jack https://www.chrisjack.com.au
Previous

Onboarding Bulk Edit Mode
Next

How to use the Private and Draft Flags for Onboarding