CalmCompliance
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Overview
Get started with CalmCompliance Module Catalog Comments
Security and Privacy
Resize and reorder table columns How site URLs and landing redirects work
Personnel
What is the Personnel module? Add a personnel record Control access to sensitive personnel record details Adding and managing company details Upload a file and set an expiry date on a personnel record Personnel roles and access Add and manage company contracts Share companies and personnel records with child sites Manage compliance requirements Create and manage custom compliance requirements Review company and personnel compliance Assign and manage skills on personnel records
Training
Using Groups for Assignments Quizzes Create and assign Calm training courses Manage training courses and results Add an assessment to a training course Training roles and access Track training certificate expiry Grant a personnel record from completed training
Documents
Uploading Documents Creating Editor Documents Publishing vs. Draft Documents Document Versioning Organizing Documents Managing Your Document Library Document Metadata and Properties Shared Collections
Attaching Documents
Documents roles and access Documents vs. file attachments Import documents from Google Drive or SharePoint Share documents with child sites
Service Desk
Reporting Issues Submitting Service Requests AI-Assisted Triage Managing Issues Managing Requests Understand ticket reference numbers Escalate or put a ticket on hold Require and upload completion photos Creating Work Orders from Issues or Requests Service Desk Workflow Rules Set default assignees for issues and requests Service Desk roles and access Triage reported issues and requests Export a single issue or work order as a PDF Submitting Requests View and update your Service Desk tickets
Premises
Location Management
Assets
Condition Surveys
Import a premises register from a spreadsheet Add notes to locations and assets Premises roles and access Export your premises register to Excel Delete a location
Operations
Operations Overview Connections to Other Modules
Work Orders
Planner
Insights
Settings
Operations roles and access Link a risk assessment to a schedule
Forms
Creating Form Templates Publishing Form Templates Managing Form Templates Form Requests Viewing and Exporting Form Submissions Attaching Forms to Locations Forms roles and access Collect and apply block data with forms
Risks
Risks module overview Create a risk assessment Manage hazardous materials Working with risk assessment versions Set up approvals and review policies for risk assessments View compliance by group and distribution Risks roles and access Add controls and actions to a risk assessment Export or download a risk assessment View and edit a risk assessment item Add people and groups to a risk assessment Work with risk assessment sections Dynamic risk assessments Add an image gallery to a risk assessment Add linked documents to a risk assessment Add a map to a risk assessment Add hazardous material sections to a risk assessment Add PPE requirements to a risk assessment Link equipment risk profiles to assets Manage equipment risk profiles Add emission values to equipment risk profiles Add Equipment sections to a risk assessment Record exposure measurements in an Equipment section Share risks content with child sites Customize risk assessment summary widgets
Incidents
How the incident module works Create an incident Investigate an incident Manage incident actions Link hazardous materials to an incident investigation Set default assignees for incidents Print and share incident reporting QR codes Review incident outcomes Incidents roles and access Link an incident to a risk assessment Complete incident corrective actions Record a body map in an incident investigation Report a medical or first-aid incident
Standards
Getting Started
Adopting and Managing Standards
Working with Requirements
Roles and Permissions
Custom Definitions
Authoring Standard Definitions Configure Standard Requirements Set up roles and attestation for a draft requirement Build evidence requirements in standards
Governance
Distributions
Review Policies
Approval Policies
Insights
Custom dashboards Create a custom dashboard Add a widget to a dashboard Subscribe to a widget Monitor Compliance
Settings
User Management
Tags & Organization
QR Codes
Notifications
Audit Log
Integrations
Use the Exports and Imports areas in Settings Cascade Mode for sites
Standards

Custom Definitions

Create your own standard definitions or modify the templates we provide.

Authoring Standard Definitions

Configure Standard Requirements

Set up roles and attestation for a draft requirement

Build evidence requirements in standards

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