MOL – Using the Compliance Assistant

You will need Excel for this function.

1 Download the results

• Click over the blue symbol with the green arrow then click ‘CSV’ then follow the instructions being mindful of GDPR and where you should store the file

2 Download the Compliance Assistant function

• Go to scouts.org.uk/compliance-assistant
  – Do this each time as it constantly updates, even though it will download onto your PC
• Double-click the file named Compliance Assistant….
• Click Download from the top right after reading the instructions in the green box
• Open the downloaded file and complete the instructions about enabling the macros and possibly Edit depending on your Excel version

3 Run the Compliance Assistant function

• Click the Start button
• Follow the instructions to select the file you downloaded in the first step
• Wait a few seconds or a little more depending on your PC and a new excel file will be created and opened for you
  – Tip: Save this new file straight away to save generating it again, being mindful of GDPR and where you should store the file

4 View the Compliance Assistant function

• The first sheet gives you some explanation
• The second sheer “Summary” gives you the stats
• The third sheet “Appointments” gives info on each role held in your area.
  – Note its for each role so some people could have several entries with relevant info for each of their roles
  – Each beige line has something of note
  – Pink/Red are overdues
  – Orange will shortly become overdues
  – Each column has filters – click the little down arrow and you can control what is displayed. For example, in the ‘Safety Training completed date’ column, you can Filer by colour and select Pink/Red then you only see overdues.
• The report is only as good as the data entered into Compass. Liaise with your LTM to add information and correct errors.