Compliance Reporting gives you a heat map of all compliance training assigned across your business. Use it as your single source of truth for how your Locations and your team are pacing toward completing their compliance training.
✅ Before you start: Admins and Managers can view Compliance Reporting from Reporting in the left nav.
Importing, attaching, and removing certificates needs the Manage Premium Content permission, which Admins have by default.
Table of Contents:
The Compliance Grid
Go to Reporting and click Compliance under Completion grids. Each column is a compliance training, and each row is all Locations, a Brand, Region, or Franchise, or a single Location.
Filters: narrow the grid by Locations and compliance types, show counts or percentages, and set the green and red thresholds.
A row: click any row to see its certificates, with each team member's Location, Role, compliance type, Compliant Until date, and who certified them.
A cell: click any cell to open that training's page, filtered to that row.
💡 Grid updates every hour: Recent completions can take up to an hour to show up.
Importing and Exporting
Export
Click Export on the grid, then choose Export CSV or Export Image. A certificates list has its own Export button above the table, which downloads it as a CSV.
To view an individual certificate, click the three-dot menu at the end of any row and select Download Certificate.
Import
Opus automatically generates certificates for all compliance trainings, with the exception of Food Handlers and Food Manager. To track compliance for team members who completed training outside of Opus, import their certificates and mark them as compliant.
Open the compliance training's page, for example by clicking a cell in the grid, and click the Certificates tab.
Click Import Certificates.
Select a team member and enter their Training completion date. Click Add user to add more rows.
Click Create certificate, then confirm.
Opus calculates the expiration date from the compliance type.
💡 Attach the original certificate: Click the three-dot menu on an imported certificate and select Attach Certificate to add an image of it or a link to it.
Viewing Certificates in the Opus Training App
📲 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
Why isn't a team member in the certificates list?
The list shows certificates only. A team member who is assigned a compliance training appears once they complete it or you import their certificate.
Can I track training that happened outside of Opus?
Yes. Import their certificates from the training's Certificates tab to mark them as compliant. You can attach an image of each certificate or a link to it.
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.
Who can import or remove certificates?
Admins, and any Manager whose Role has the Manage Premium Content permission. Only imported certificates can be removed.