Saving Person’s Record in Comply

Step 1: On the Comply Dashboard like the one below, click the hamburger icon on the top left side of the page.

Step 2: Click the Category Type from the sidebar menu. For example, a list of people who will have the AIR module will be saved in the “Other” Category here.

Step 3: After clicking it, your screen will turn into a page where you can add the person. Press the plus button to add.

Step 4: Enter the person’s details. Required fields in Comply are: First Name, Last Name, Email Address, Mobile Number, Birth Date, Gender, Address City Line 1, Locality/City, State and Post Code. Click SAVE at the bottom.

Video: Required Information to Register a Staff to AIR