CompassAir | CompassAir SnP: I WANT TO CREATE A NEW PE WITHOUT INTERUPTING MY CURRENT WORKFLOW

CompassAir Web SnP Guide

Creating a PE without interupting current workflow

This guide is for users of the CompassAir (web version) SnP module.

Where it is felt that additional training would be beneficial, bespoke packages can be provided for both individual users as well as groups. Please contact solutions@thinkcompass.io for more information.

1.6 #1 WORKFLOW – I WANT TO CREATE A NEW PE WITHOUT INTERUPTING MY CURRENT WORKFLOW

1. To create a new PE quickly, click on the ⊕ icon next to the user name, and from the drop down menu select “Add PE”

2. In the window that opens, record all the relevant details of the new PE, add a title and save