How to add a new compliance view

Following a couple of easy steps described below Corti users can track team and individual performance with saved compliance views

To add a new compliance view:

To add or edit a new view a user should have Performance view management permission.

  1. Go to Compliance page.
  2. Click on the Plus icon next to Views.
  3. Set Chief Complaint, Team/Team members, date range.
  4. Safe the view with a new name, and access level (private or public)
  5. Toggle On edit mode to set the goal.
    add compliance view