The set-up guide
Nine short steps after you sign up, saved as you go: who you are, your packs, a starter pack, who each item applies to, reminders, importing and inviting.
2 min readLast updated
Applies to: Core (every organisation) · School admin
On this page
The set-up guide (Set up your compliance) opens straight after you sign up. It takes about ten minutes without help from us. Admins only.
How it works
- Progress is saved after every step. Save and continue moves on; Save and finish later keeps your place.
- Any step except the last can be skipped with Skip this step.
- Coming back resumes at the first step you haven't done or skipped. A school set up in the last 30 days sees a set-up card on its dashboard; anyone can reach the guide from the Compliance profile card in Settings.
The steps
- Step 1: Who you are: your school's name, ABN, state or territory and what you do (one or more industries). Your type of organisation is shown but not changed here: it was chosen when you signed up.
- Step 2: Choose your packs: what's on now, with the recommended ones ticked for a new school. Unticking a pack hides it and keeps every record. Select See what each pack adds for the detail. See Your packs.
- Step 3: Your starter pack: requirements suggested from your type, industries and state. Ticked ones are the strong suggestions; Not ticked: add any that apply to you. Select Add the ticked items.
- Step 4: Search the catalogue: find anything else, or Build your own rule for something that isn't in it.
- Step 5: Who each applies to: everyone, a kind of person, adults only, a site, a category of asset or of provider.
- Step 6: Reminders and approvers: Use the defaults (each item's own reminder days, every admin told, admins approve), or set them item by item.
- Step 7: Import what you have: a CSV or a pasted list of people, staff or providers. iComply matches your columns and shows a dry run first. Assets have their own import (CSV or Excel).
- Step 8: Invite people: send links to the people who still need something, and Invite a colleague to give someone their own sign-in.
- Step 9: Finish: choose whether your profile items count in your overall traffic lights (ticked by default for a new school), then Go to my dashboard.
Starter packs and the catalogue are a starting point, not legal advice. Your school decides what applies to it.
Common questions
- I skipped a step. Open the guide again from Settings: it resumes at the first step not done.
- Will adding items change my traffic lights? Adding items turns your compliance profile on. Whether they count in the overall lights is your choice on the last step. See Your compliance profile.
- Can I import a spreadsheet? People, staff and providers: CSV or a pasted list. Assets: CSV or Excel. Our team helps you import for free if you'd like: email us.