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Compliance Reporting Overview

Track all of your compliance training completion and certification data in one dashboard.

Written by Ben Brunken

Compliance Reporting

Compliance Reporting gives you a heat map-style dashboard that tracks all current compliance training assigned across your business. Use it as your single source of truth for how locations and your team are pacing toward completing their compliance training.

Filter by Location

The default view shows your locations on the left. From here, you can drill down by Region, Brand, or individual location.

Click into any location to see a list of all active assignments, their expiration dates, and current completion status.

Importing and Exporting

Export

Click Export in the top right corner to download your current view as a CSV. To view an individual certificate, click the three-dot menu at the end of any row and select Download Certificate.

Import

To track compliance for Trainees who completed training outside of Opus, you can upload third-party certificates and manually mark them as compliant.

  1. Click Import Certificates.

  2. Select the Trainees to mark as compliant.

  3. Enter their certification dates.

  4. Click Import.

šŸ’” Opus automatically generates certificates for all compliance trainings, with the exception of Food Handlers and Food Manager. Third-party certification dates are tracked in Opus, but Opus cannot store certificates for training completed outside the platform.

Viewing Certificates in the App

šŸ“² Trainees who completed compliance training in Opus can view their certificates directly in the Opus Training app. Go to the Trainee's profile to find certificates for trainings like Sexual Harassment Prevention, Allergen Safety, and Food Safety.

FAQ

Which compliance trainings don't generate a certificate automatically?

Food Handlers and Food Manager training. For these, you'll need to import third-party certificates manually.

Can I track training that happened outside of Opus?

Yes. Use the Import Certificates flow to upload third-party certificates and mark Trainees as compliant. Certification dates will be tracked in Opus, but the original certificate files cannot be stored.

Who can view certificates in the Opus Training app?

Any Trainee who completed compliance training in Opus can view their own certificates from their profile in the mobile app.

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