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Compliance Tracker 365 website
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Installation and Setup
Prerequisites
Create a SharePoint site
App Catalog Options
Tenant Deployment
Site Collection App Catalog
Site Collection Deployment
SharePoint API Approval
Add App to Site
Create targeting Terms
Deploying the CT365 Management Solution
Enable Flow features
Management
Profiles
Managed
Personal
Roles
Libraries
Tracker
Localisation
Flows
Terms
License
App
Templates
Target Content
Initial indexing
Key Components
Terms
User Profiles
Read and Views
Web components
Tracker
Tracker Types
Add a Quiz
Refresher Days
Mandatory and Optional Terms
Version Number
Expiry Date
My Reads
My Reads Web Part Properties
Read Profile
File Reader
Reports
Site Reports
Report data
Select report data
Query string parameters
Add custom properties to reports
User Report
File Report
Report Tips
Notifications
Schedule notifications
Additional Information
PnP Modern Search Integration
Deploy PnP Modern Search
Display template basics
Filter results using Profile terms
Handlebars Helpers
Term suggestions
Global vs Site Terms
Localisation
Site Columns and Lists
Enhanced security
Guest access
App upgrades
Application Lists and Pages
Site url renames
Move from Personal to Managed profiles
Troubleshooting
Quick Guides
Quick setup video guide
Setup terms, user profiles, and libraries
How to tag content
Distribute policies and procedures video
Quick setup video guide
Follow this quick guide video to get Compliance Tracker 365 up and running in 30 minutes.
Quick Guides
Setup terms, user profiles, and libraries