Compliance Tracker 365 Documentation

This site contains reference material to help with the installation and configuration of Compliance Tracker 365 for SharePoint Online and Teams.
Contents has been updated to reflect the latest v4.x release.

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Installation and Setup

Steps to get you targeting and tracking fast

Key Components

Discover the tracker types, web parts and report options

Additional Information

Additional information and configuration options for Terms, Localisation and Power Automate Flows

Quick Guides

Guides on target aspects of Compliance Tracker 365 features

Frequently Asked Questions

How is it licensed?

Compliance Tracker 365 can be tested for 30 days with a trial license. Per user license costs can be found on the licensing page.

How are licensed users calculated?

The number of licenses required are calculated based on the number of people an active User Profiles - Profiles where Terms are assigned. If the number of people with active profiles exceed your license count, the administrator will start to see a message. If the number of active profiles exceeds 5% of the number of licensed users, all users will see a message that the license count needs to be increased.

Do you offer support or consulting services to assist with the setup or for larger project?

SharePoint Gurus are the developers of Compliance Tracker 365. We are based in Sydney and offer services remotely. Compliance Tracker 365 is easy to setup with basic SharePoint admin knowledge however if you need a hand understanding the concepts, contact us and we’ll point you in the right direction. If you need additional support or would like to discuss Compliance Tracker 365 as part of a larger project, get in touch with your requirements for a quote.

How do I request enhancements?

If you have an idea, suggestion, or enhancement, send them to us via the contact form. All enhancements are published to our roadmap accessible from the Change Log.

Is data stored outside of my tenant?

No, all data is stored inside your own tenant.

Can Terms be shared across sites?

Yes, terms can be shared across sites. The first site to connect to the term group becomes the master site to manage profiles using the Terms.

Can Terms be renamed?

Yes, terms can be renamed however it may take a while for them to be fully synchronised across documents, pages, and profiles. The recommended approach is to reindex the library where the Terms have been used to speed up the synchronisation process.

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