ComplySight Training Webinars
Recorded Webinars - Watch on Demand!
We are excited to make available recorded webinars to help you get the most out of ComplySight! You may be asked to download WebEx, which is a safe download for viewing the webinars. The ComplySight training webinars are available at any time, and registration is not required. Click on the title of the webinar to listen.
NEW! Complaint Management System
- Overview (3 minutes)
A quick overview of the features and functionality of the newly released Complaint Management System
- Setting up Users (3 minutes)
Setting up users for the Complaint Management System
- Creating a Complaint (9 minutes)
How to create and assign a new Complaint and a description of all of the fields in the Complaint form.
- Managing Complaints (5 minutes)
How to find, review, edit, close and delete an existing Complaint.
- Managing Sub Categories, Member/Non-Members, and Branches (7 minutes)
How to create, edit, and delete Sub Categories, Member/Non-Members, and Branch locations in the Complaint Management System.
- Reports (2 minutes)
An overeview of the Complaint report, including filtering and export options.
If you prefer printable instructions, please download the Complaint Management System User's Guide.
New User Training and Tips
- Introduction to ComplySight
Designed to introduce and show the many features and benefits of ComplySight
- Training & Tips - Where to Start?
This webinar will: suggest a starting point as a new ComplySight user, discuss how Factor Grading works, review the Action Item Build/Edit process, and discuss the need for a compliance management tool that regulators - and you - will appreciate.
- Training & Tips - Exporting
When you need to archive or copy data out of ComplySight for a fresh start or to provide information for a Board meeting, this webinar will explain the process.
- Training & Tips – Reg Alerts, Etc.
This webinar explains Regulatory Alerts, Factor Weighting, Assigning Employees, and gives a quick preview of Level 2.5
- Training & Tips – Reports
What reports are in ComplySight and how are they utilized?
Overview of ComplySight Enhancements and Features
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