CompStack Help Center

Welcome to the CompStack help center: the complete user guide and onboarding handbook. This is the canonical place to learn what the app does, how each workflow runs end to end, and what to test before signing off on a release.

Audience. Anyone who needs to learn or test CompStack: internal QA reviewers, implementation consultants running a customer rollout, customer-side admins onboarding their teams, and end users who want self-service reference. Every guide is written so a person who has never used CompStack can follow it without help.

How to use this handbook

1. Start with Getting started to create an account, log in, and pick the right org.
2. Read Workspace and navigation so the side nav, top bar, search, notifications, and AI Copilot drawer make sense.
3. Remember the app is modular: the nav only shows what your org has enabled. Admins shape this in Modules and presets.
4. Pick the workflow you care about from the index below. Each guide walks the full lifecycle step by step, ends with a Try it checklist, and closes with fixes for common problems.
5. For a full QA pass, use the Tester checklist.

Guide index

Foundation

• Documents : controlled documents, versioning, approvals, publish
• Processes : process versions, owners, Process Manual export
• Departments and Sites : org structure, members, heads
• Library, Scoping, and Gap Analysis : standards, applicability, gap reports
• Controls and Evidence : implementing requirements, attaching proof
• Records : uploaded evidence and structured forms attached to processes
• Task Center : your unified to-do list, raised automatically from due dates

Operations

• CAPA : corrective and preventive actions, lifecycle, verification
• Audits : plan, run, complete (auto-raises findings)
• Findings : open to closed, escalate to CAPA
• Risks : risk register, scoring, treatments
• Management Reviews : schedule, run, finalize
• Incidents : security, HSE, quality, and environmental incidents
• Customer complaints : complaint register with SLAs and verdicts
• Audit analytics : clause heat map and PEAR effectiveness scores

Planning and performance

• Context of the organization (COTO) : interested parties, issues, opportunities
• Objectives and KPIs : scorecards, datapoints, red/amber/green status
• Certification workflow : cycles, CB visits, meeting agendas
• Statement of Applicability : ISO 27001 SoA with PDF export
• Training and competence : courses, assignments, expiry
• Policy attestations : read-and-acknowledge campaigns
• Vendors and third-party risk : vendor registry and assessments

Safety and assets

• Business continuity (BCM) : BIA, plans, tests
• Management of Change : assessed and approved changes
• Equipment : calibration and maintenance
• Chemicals and SDS : GHS register and SDS reviews
• Permit to Work : high-risk work permits with hazard checklists

Governance and insight

• Regulatory change register : horizon scanning and impact assessment
• Trust center : your public compliance page
• Workflow rules : automation triggers for overdue work
• Executive dashboard : one health grade across every module
• Global search : find anything from the top bar

Cross-cutting

• Approval Chains : define who reviews what
• AI Copilot : chat, inline actions, Approval Center
• Admin and Onboarding : org settings, members, theme, seed import
• Modules and industry presets : turn features on and off per org
• Account security : two-factor authentication and recovery codes
• Data export and invites : full org export, invite links, seats
• Notifications : the bell, unread counts, deep links

Reference

• Tester checklist : every workflow as a sequence of clicks with expected results
• Known gaps and backlog : bugs and limitations we know about
• Glossary : the terms CompStack uses and what they mean

How CompStack is structured

CompStack is a multi-tenant Integrated Management System. The unit of tenancy is the organization. Inside an organization you have:

• A tree of departments with members and a head per department
• Sites (physical locations or business units)
• The document library (controlled documents with versions and approvals)
• The process register (process versions with the same approval flow)
• Audits that produce findings that escalate to CAPAs
• Operational registers for incidents, complaints, changes, equipment, chemicals, and permits
• A risk register with treatments, fed by COTO opportunities
• Objectives and KPIs reviewed in management reviews
• Vendors, training, and attestations for people and partners
• Cross-cutting approval chains that drive who signs off on what
• A Task Center that turns every due date into a personal task
• An AI Copilot that proposes new artifacts you approve before they land

Each of these is a module that can be switched on or off per organization, so a given org only sees what it needs.

Almost every data table is broadcast over Postgres realtime, so the UI updates across tabs and devices without a manual refresh. If the UI ever looks stale, click Refresh or reload the page, and tell us where it happened so we can wire that page into realtime.

Where to file issues

• In-app: none yet (planned: a /feedback page)
• Bugs: open a row in the team's bug tracker with a screenshot and the URL
• Doc gaps: edit this folder directly and ship a PR. Every page here is living documentation; nothing in here is final.