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Learn how to reset a password, create a unique credential, and add offices and trainees correctly within the system. The guide explains entering trainees manually or importing them via an Excel template, then ordering online training by selecting dates, offices, assignments, courses, quantities, and recipients. It also details how to review orders, offices, training performance, certificates, and compliance dashboard reports, including infection control audits and audit checklist completion.",{"@graph":63,"@context":122},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/getting-started-with-compli-office-manager-v21-quick-setup-guide/242279/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/getting-started-with-compli-office-manager-v21-quick-setup-guide/242279.png","ImageObject",442,249,{"name":88,"@type":89},"Stanley","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-12","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114,118],{"name":105,"@type":106,"acceptedAnswer":107},"How do I reset my password in Compli Office Manager?","Question",{"text":108,"@type":109},"Select the provided password reset link, then create a password unique to you.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What are the available ways to add trainees?",{"text":113,"@type":109},"Add trainees manually by completing all required fields and clicking “Add New Trainee,” or import them using the Excel Sheet Template.",{"name":115,"@type":106,"acceptedAnswer":116},"How do I place an online training order and assign it to specific trainees?",{"text":117,"@type":109},"From “Order Online Training,” select a training date and office, check “Is this order for specific trainees?” then choose trainee names, add products, set the quantity, enter the recipient email, and click “Create.”",{"name":119,"@type":106,"acceptedAnswer":120},"What can I view in the Compliance Dashboard?",{"text":121,"@type":109},"Select an office to complete in-office infection control audits, review completed audit checklists from the app or an employee dashboard, and view trainee performance in one place.","https://schema.org",{"og:url":78,"og:type":124,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":126,"canonical":78},"index,follow",{"doc_id":128,"site_id":56},242279,1791718274,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":88,"user_avatar":133,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":8,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":139,"language":140,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":61,"update_tm":144,"read_time":76},2336477405376,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Getting Started with Compli® Office Manager  \n1. Reset your password by selecting the link. 2. Create a password unique to you.  \n[ComplianceTrainingPartners.com](ComplianceTrainingPartners.com) 888.388.4782  \n3. Adding an office- if your account does not have any offices, please reach out to  \nJShaffer@compliancetrainingpartners.com to make sure your offices are not already in the system. Add new offices if instructed to do so.  \n4. If your offices are already in the system, so are your trainees. If they are not in the system then add new trainees by selecting “Trainees” from the left-hand navigation bar and then “New Trainee”.  \n5. Manually enter trainees by completing all fields and then click “Add New Trainee”  \n[ComplianceTrainingPartners.com](ComplianceTrainingPartners.com) 888.388.4782  \n6   or import trainees using the Excel Sheet Template.  \nOrdering Online Training  \n7. From your Dashboard, select “Order Online Training”.  \n8. Select a training date and office. Check box “Is this order for specific trainees?” if the order is to be assigned to specific trainees. In the trainee field select the name(s) of those who need training.  \n[ComplianceTrainingPartners.com](ComplianceTrainingPartners.com) 888.388.4782  \n9. Select “Add Items” then “Add Products”.  \n10. Select the course and click “Add”. Change the quantity to match the number of trainees selected. *Note that only 1 course may be ordered when assigning a course to specified trainees.  \n11. Complete the email field with the email address of the person receiving the order. Trainees selected will receive an email stating they have been assigned training. Then click on “Create” to complete your order.  \n[ComplianceTrainingPartners.com](ComplianceTrainingPartners.com) 888.388.4782  \n12. The assigned trainees will receive the email below.  \nOrdering Online Training  \n“My Orders” — These are snapshots of all orders placed. Selecting the “Eye” icon will show you a glimpse of the order details  \n“My Offices” — View your office location(s) and its associated trainees.  \n[ComplianceTrainingPartners.com](ComplianceTrainingPartners.com) 888.388.4782  \n“Training Test Performance” — View all completed training and certificates.  \n“Compliance Dashboard” -This is a report of your offices’ compliance.  \n1. Select the office.  \n[ComplianceTrainingPartners.com](ComplianceTrainingPartners.com) 888.388.4782  \n2. Complete in-office infection control audits.  \n3. View all audit checklists completed from the app or an employee’s dashboard.  \n[ComplianceTrainingPartners.com](ComplianceTrainingPartners.com) 888.388.4782  \n4. View all trainee’s performance in one place.  \n[ComplianceTrainingPartners.com](ComplianceTrainingPartners.com) 888.388.4782","cbCaidgaHmn61m4p","https://ap.wps.com/l/cbCaidgaHmn61m4p","pdf",844445,8,"English","# Reset and Access\n## Password reset and account basics\n# Add Offices and Trainees\n## Create offices and add trainees\n## Import trainees via Excel template\n# Order Online Training\n## Select date, office, and trainees\n## Add products, set quantity, and create order\n# Review Training and Compliance\n## My Orders, My Offices, and performance\n## Compliance Dashboard and infection control audits","[{\"question\":\"How do I reset my password in Compli Office Manager?\",\"answer\":\"Select the provided password reset link, then create a password unique to you.\"},{\"question\":\"What are the available ways to add trainees?\",\"answer\":\"Add trainees manually by completing all required fields and clicking “Add New Trainee,” or import them using the Excel Sheet Template.\"},{\"question\":\"How do I place an online training order and assign it to specific trainees?\",\"answer\":\"From “Order Online Training,” select a training date and office, check “Is this order for specific trainees?” then choose trainee names, add products, set the quantity, enter the recipient email, and click “Create.”\"},{\"question\":\"What can I view in the Compliance Dashboard?\",\"answer\":\"Select an office to complete in-office infection control audits, review completed audit checklists from the app or an employee dashboard, and view trainee performance in one place.\"}]","Getting Started with Compli Office Manager - v2.1 - Quick Setup Guide | PDF",1789188784]