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
    – 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 Filter 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.
Put your phone down and what are you left with? Just teamwork, courage and the skills to succeed.’
Bear Grylls, Chief Scout Bear Grylls