Lesson 1 - Basic Account Setup

Welcome to your eCompliance Self-Guided Onboarding Program! 

Lesson Objective

By the end of this lesson you will know how to:

• Change the logo on the homepage
• Add a Program to a Site

Before you begin: You must have a login to eCompliance to continue with the steps below. Check your inbox for an email invitation to create your account and login.

Lesson 1 - Basic Account Setup Video

Watch the below video on the eCompliance Basic Account Setup. Detailed instructions follow the video.

How to Edit the Home Page

When you first login the default Home Page appears as below. The right-hand side menu lists the actions available.

By default, the Home Page will have the eCompliance logo as well as a link to our library of eCompliance training videos and contact information to our Technical Support team. The logo is changed by clicking on "Change Logo" 

Click on the Edit Home Page button on the right-hand side menu to can change the information that is displayed.

We recommend keeping the eCompliance links, however, you are free to personalize the information displayed and make use of pictures, hyperlinks, and writing functions (font styles, font sizes, Bold, Italicize).

Examples:

• Company Health and Safety policy
• Link to your intranet

Tip: Take a photo of your Health & Safety policy and upload it as an image. This will safeguard someone accidentally editing the documentation using the system.  Use Firefox web browser for copying and pasting a picture as Google Chrome won't allow you to paste an image into the Home Page.

How to Change the Logo

Click on the Change Logo button located under Organization Operations section on the right-hand side menu.

Logo Specifications:

• Recommended dimensions: 210px by 50px Supported formats: .jpg, .gif, .png
• Maximum size: 1.5mb

The logo will appear on:

• Home page - top-left hand side
• PDF reports and mobile app

Nb. Multiple logos can be used, please go here to find out how. 

Assign a Program to the Site

For Canadian jurisdictions: To assign a COR program into eCompliance, go to the Home Module>Program Operations>Assign a Program to this Site.

The COR programs available are listed. Select a program to add it to your account (the Program Module will be covered in a later lesson).

This concludes Lesson 1 of the self-guided onboarding program, next we will dive into the eCompliance Home Module Site Operations.

Homework: Before beginning the next tour please upload your company logo and add your COR/ISO program.

Lesson 2 - Home Module: Site Operations