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How to use Compliance module

A step-by-step guide from the BridgeSelect documentation.

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⚡️How to use Compaliance module in Bridge Select

The Compliance module is used to speed up processes by gathering everything in one place instead of different locations.

1

Log in to your Bridge Select portal. From the sidebar menu, go to List, select the job, and click the Edit button.

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2

Once you click the Edit button, navigate to the right side and click on Compliance Audit.

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3

After clicking, you will be able to view the Checklist, Maps, and RFI & Notes sections.

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4

In the Checklist view, you can see the Past Audits section. Once you click on a past audit, a pop-up will appear where you can find previous audits along with the auditor's name, completion date, and actions.

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In the checklist view, you can see the complete audit. Once you click on it, the options will appear. If you want to complete the audit, select the appropriate option accordingly.

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⚡️In Checklist You will see the Compliance Checks section. Review each question carefully and select the appropriate answer based on the installation details, then click on the Save button.

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⚡️In Maps In the Maps section, you will see photos captured at the location.

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⚡️RFI & Notes In the Request for Information (RFI) & Notes section, you can view the provided information. If needed, you can also add details in the Compliance Notes field.

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In the RFI & Notes section, you can add details for RFI and select the certificate you need information for and click the Request button to send RFI to retailer.

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For platform support, please contact your Bridge Select representative.

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If you have any questions, please do not hesitate to reach out to us.

Contact the BridgeSelect Support Team