Work
General records
The running log a site or an office keeps
- Customer complaint registerWhat was reported in their words, who is handling it, and what you did.
- Insurance claim logClaims you reported, who is handling each, and what you were last told.
What general records covers in Work
The running log a site or an office keeps. That is the job General records does inside CompliMaint Work & Projects, and it holds 2 tools for it — registers to keep. Each opens at its own address, free, with no account and nothing to install. The app around them is for today, tasks, projects and a portfolio — with the meetings, decisions and records behind them.
The questions this section answers
- Answer a customer properly — Customer Complaint Register
- Chase the insurer — Insurance Claim Log
2 registers to keep: held now so the question can be answered later.
Connected CompliMaint apps
- CompliMaint Facilities — Know what is required, do it on the day, keep the record that proves it. 1 tool in general records is work Facilities does too, at the same address.
- CompliMaint Services — Customers, the schedule, estimates and invoices — the whole of a service business. 1 tool in general records is work Services does too, at the same address.
- CompliMaint Legal — The legal-administrative paperwork an operating business produces. 1 tool in general records is work Legal does too, at the same address.
Where to go next
- Meetings — What will be discussed, and what somebody now has to do — 2 tools
- Decisions — What was decided, by whom, and on what basis — 3 tools
- The front desk & the cupboard — Who came in, what went out, and what is left on the shelf — 7 tools
- Equipment & subscriptions — What you own, who has it, what renews — and never a credential — 3 tools
- Documents & procedures — Which revision is live, and the blank structure to write the next one — 3 tools
- What you hold, and what went wrong — Descriptions of information, and a dated record when something happens to it — 3 tools
- The archive — Which box, where it is, who has it, and what left with the carrier — 3 tools
- Projects — Status, issues, risk and what changed — 6 tools
- Today — What needs you today, across every workspace you are in
- Tasks — Every task in this workspace you can see, with or without a project
- Projects — A bounded outcome with one owner and a finish line
- Portfolio — Every project you can open, across your workspaces, worst first
- All my work — One list of everything assigned to you, wherever it lives
- Inbox — Get it out of your head now; decide where it belongs later
- Documents — Everything you have filed, ready to reopen or print