This menu shows lists of compliance items (e.g. forms, risk assessments, OHS checklists), and allows users to create compliance items, record certifications, set up alerts, and run compliance reports. The Compliance menu only appears for staff with the right permissions. The full list of options is shown below:
Use this menu to access and edit client, supplier, location, asset, timesheet, inventory and user data, as well as to manage documents and photos (if you have the Document Storage add-on) and manage your integrations. Your permission group determines which options appear for you. The full list of options is shown below:
Global Search provides a faster way to search in AroFlo. As you enter a keyword into the Global Search box on the main menu, AroFlo checks almost every field within the selected search area and returns matching results instantly.
Search areas and fields
Once you've clicked into the Search field, click the (search filter icon) to enable or disable search areas (Clients, Suppliers, Locations), including fields associated with each search area.