Introduction
Ealico allows you to go beyond simply entering data by structuring a rigorous, collaborative, and customized approach to your regulatory compliance tracking.
At this stage, you will learn how to fine-tune your setup, involve your team, and adapt the platform to your operational realities.
This guide walks you through the features that help you structure your tracking: managing responsibilities, inspection frequencies, equipment characteristics, voluntary inspections, and tracking by subsidiary.
Organize Responsibilities and Permissions
Assigning a person in charge for each equipment helps clarify roles and improve responsiveness. With permission management, you can also precisely control who can view, edit, or validate information.
🔗 Useful Resources:
👉 Assign a Person in Charge
👉 Manage Access Permissions
Adapt the Platform to Your Operational Realities
You can shorten an inspection frequency if the risk justifies it, or add voluntary inspections for equipment that is not legally required but monitored internally.
You can also add custom characteristics to enrich the description of your items according to your own criteria.
🔗 Useful Resources:
👉 Modify Control Frequency
👉 Create a Voluntary Control
👉 Add a Custom Characteristic
Structure Your Multi-Entity Management
With subsidiary or internal scope management, you can filter, assign, and track your data more precisely.
This is particularly useful for multi-site organizations or when working with local managers.
🔗 Useful Resource:
👉 Manage Subsidiaries
Prepare and Format Your Data
Use bulk actions to update multiple items at once (status, characteristics, responsible person, etc.). This speeds up both the initial structuring and occasional updates.
🔗 Useful Resources:
👉 Bulk Actions on Items
👉 Bulk Actions on Deadline
👉 Bulk Actions on Observations
Need Help?
Feel free to consult other guides and articles in our Help Center or contact our support team via the integrated Ealico chat.