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PlanTRAK

A compliance management solution that isn’t overpriced or absurdly difficult to use.

Free Setup, Onboarding, and Training through May 31st!

Compliance is complicated enough. Managing it doesn’t have to be.

  • Organize all requirements and documents in one place
  • Delegate responsibility and create accountability
  • Improve documentation and recordkeeping
  • Maintain the program through change
  • Simplify compliance management
  • Reduce compliance risk

Features

Management Plans

The management plan acts as the engine of the system, housing all of your recurring requirements or tasks. These requirements are used to automatically generate and delegate tasks based on frequency, location, assigned staff, and desired lead time.

Automated Email Notifications

Remind assigned staff of approaching or overdue deadlines with automated email notifications based on a notification schedule with custom lead times. View, close, or attach items to the task directly from the email.

Audit Reports and Checklist Tool

Record audits and turn them into action plans with corrective tasks assigned to staff. Easily create your own checklists and generate tasks based on findings and deficiencies.

Metrics, Reports, and Records

Reduce the time and resources spent gathering data. Quickly evaluate department, facility, or divisional performance with at a glance metrics. Easily benchmark, analyze and improve performance with customizable reports.

Custom Hierarchical Structure

Users are arranged in a hierarchical structure with permission-based access by role, location, division, etc. Choose who receives what permissions and who is responsible for what based on your company’s structure.

Web-based

Get up and running in no time without installing any software. Access the system from any device. Being web-based allows associates to close out tasks directly from the email on their phone.

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