Module Catalog

CalmCompliance is a connected platform of modules that replace spreadsheets, paper checklists, and disconnected tools with one system. This article maps every module, what it does, and how the pieces connect.

How the platform is organized

The product is organized into three layers: Operate (your physical environment and field work), Govern (documents, risk, and compliance proof), and Manage (people, incidents, and forms). Standards and Insights sit across all three layers.

Operate: premises, work, and field issues

Premises

Premises is the foundation for your physical environment. It holds locations, assets, and condition surveys, and it underpins Operations and Service Desk.

Location Management — buildings, rooms, and site layout.
Assets — equipment and asset records with scheduled maintenance links.
Condition Surveys — structured inspections of premises condition.

Related articles: Asset Management, What are condition surveys?

Operations

Operations plans, executes, and tracks recurring maintenance, inspections, and compliance work. It depends on Premises.

Work Orders — executable jobs with assignees, checklists, and targets.
Work Schedule — recurring definitions that generate work orders over time.
Checklists — ordered steps with pass/fail checks, measurements, photos, and signatures.
Scheduled Work — calendar previews of upcoming occurrences before they become live jobs.
Planner — scheduling and planning tools.
Insights — maintenance dashboards and analytics.

Service Desk

Service Desk handles issues and service requests. It depends on Premises.

Issues — report problems, defects, and near-misses. Anyone can report by scanning a QR code, even without an account.
Requests — submit service needs. Requires an authenticated user.
Workflow Rules — automatic routing and assignment.
AI-Assisted Triage — suggested titles, categories, and severity for managers to confirm.

Govern: documents, risk, and compliance proof

Documents

Documents stores policies, procedures, and files with version control and governance.

Document Library — upload, organize, and search documents.
Versioning — track changes and publish new versions.
Publishing vs. Draft — control when a document is live.
Shared Collections — group documents for distribution.
Attaching Documents — link documents to locations, assets, and risk assessments.

Risks

Risks helps you assess hazards, manage registers, and track controls.

Risk Assessments — structured documents with hazards, controls, and scoring matrices.
Hazard Registers — scored hazards grouped by matrix sections.
Specialist Registers — first-class records for hazardous materials and other specialist items.
Controls and Actions — existing controls and planned mitigation tasks.
Approvals, Reviews, and Distribution — multi-stage sign-off and scheduled read-and-sign cycles.

Distributions, Reviews, and Approvals

These are cross-module workflows that send documents and risk assessments for acknowledgement and schedule recurring reviews.

Distributions — send documents for read-and-sign tracking.
Review Policies — schedule how often documents and assessments must be reviewed.
Approval Policies — define who must approve changes or submissions.

Manage: people, incidents, and forms

Personnel

Personnel extends user records into full personnel files with HR data, training, and asset assignments.

Personnel Blocks — employment details, DBS certificates, emergency contacts, right-to-work checks.
File Attachments — upload and manage files on a record.
Training — view training progress and course completions.
Companies — link people to company records.
Assigned Assets — see every asset currently assigned to a person.

Related article: What is the Personnel module?

Training

Training manages courses, enrollments, and results. It uses the Personnel module role column in Settings.

Course Creation — build and assign courses.
Enrollments — assign training to individuals or groups.
Results — record scores and completions.
iHasco Sync — integrate with iHasco training data.

Related article: Manage training courses and results

Incidents

Incidents tracks accidents, near-misses, and events with a full investigation and action trail.

Incident Reporting — report via QR code, anonymous submission, or directly in the module.
Investigation — structured evidence gathering with photos, witness statements, and updates.
Actions — follow-up tasks linked back to the incident.
Participants — affected people, witnesses, responders, and investigators.

Related article: How the incident module works

Forms

Forms lets you build templates for checklists and inspections.

Form Templates — design reusable checklists.
Publishing — make templates available for completion.
Form Requests — ask specific people to complete a form.
Submissions — review and export completed forms.
Attaching to Locations — link forms to premises for QR-code access.

Related article: Creating Form Templates

Platform-wide

Standards

Standards is a site-scoped compliance module for adopting and tracking compliance programmes.

Standards Library — browse and adopt compliance programmes.
Our Standards — track adopted programmes and their health.
Requirements — trackable items with evidence slots and attestation intervals.

Available standards include ISO 9001:2015, ISO 14001:2015 and ISO 14001:2026, ISO/IEC 27001:2022, ISO 45001:2018, and ISO/IEC 42001:2023.

Insights

Insights provides dashboards and analytics across modules.

Module Insights — pre-built dashboards for Operations, Distributions, and more.
Custom Dashboards — build your own views with widgets.
Widget Subscriptions — receive dashboard updates in your inbox.

Related articles: Operations Insights, Custom dashboards

How the modules connect

CalmCompliance links every record to related assets, locations, people, documents, and tasks. Key connections include:

Premises underpins Operations and Service Desk. Locations and assets are the targets for work orders and tickets.
Operations connects to Service Desk (work orders can come from issues or requests) and Risks (work orders can reference risk assessments).
Documents and Risks feed into Distributions and Review Policies for read-and-sign and scheduled review cycles.
Incidents link to locations, assets, work orders, tasks, forms, and personnel records.
Personnel records connect to training results and assigned assets.
Forms can be attached to locations and assets for QR-code access.
Assigned work across modules appears in the shared Calendar and Inbox.

Module availability and roles

Your organization sees only the modules it is entitled to. If a module is missing from your sidebar, contact your administrator. Some modules depend on others: Service Desk requires Premises, and granting access to a dependent module automatically adds the required module.

Each module has three roles: Member (view and complete work), Manager (create and edit records), and Admin (full control including settings and deletion).

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