SIMPL Steps to Get Started

Learn how to set up your organization via the SIMPL Mobile and Web apps.

Our Applications

You can learn more about our platform and all the apps.


Before you Start - Register and Create an Account

How to create an account - To get started, you will need to create an account.

How to Create a Company/Department 

Step 1: Create Company/departments - Setup your Company/Department Folder(s)

How to Add Locations/Branch/Store

Step 2: Add your Area Locations/Branch/ Store - You may set up one or more locations for each company/department.

How to Configure the Audits/Checklist using Form Builder

Step 3: Configuring the checklist - Create a customized audit form/checklist to be used when performing an inspection.

Report Setup and Style

Step 4: Report Setup and Style - When you would like to select a report template that best fits your requirements.

How to Add New Users

Step 5: Adding new users - When you want to add a new user, manage the user's access rights or if you want to assign roles to a new user.

How to Setup an Email Template Distribution List

Step 6: Setup Email Distribution - Once you have completed an audit, you may set up customized email templates to distribute the reports to different email addresses.

How to Setup an Action Plan Assignee

Step 7: Setup the Action Plan Assignees - Action Plans are part of the audit process to assign any findings to an individual from your team or an external team to act.

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us