CalmCompliance
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Personnel
What is the Personnel module?Add a personnel recordControl access to sensitive personnel record detailsAdding and managing company detailsUpload a file and set an expiry date on a personnel recordPersonnel roles and access
Training
QuizzesUsing Groups for AssignmentsCreate and assign Calm training coursesManage training courses and resultsAdd an assessment to a training courseTraining roles and access
Documents
Uploading DocumentsCreating Editor DocumentsPublishing vs. Draft DocumentsDocument VersioningOrganizing DocumentsManaging Your Document LibraryDocument Metadata and PropertiesShared Collections
Attaching Documents
Documents roles and accessDocuments vs. file attachments
Service Desk
Reporting IssuesSubmitting Service RequestsAI-Assisted TriageManaging IssuesManaging RequestsUnderstand ticket reference numbersEscalate or put a ticket on holdRequire and upload completion photosCreating Work Orders from Issues or RequestsService Desk Workflow RulesSet default assignees for issues and requestsService Desk roles and accessTriage reported issues and requestsExport a single issue or work order as a PDFSubmitting RequestsView and update your Service Desk tickets
Premises
Location Management
Assets
Condition Surveys
Import a premises register from a spreadsheetAdd notes to locations and assetsPremises roles and accessExport your premises register to Excel
Operations
Operations OverviewConnections to Other Modules
Work Orders
Planner
Insights
Settings
Operations roles and accessLink a risk assessment to a scheduleSet Up a Scheduled Inspection
Forms
Creating Form TemplatesPublishing Form TemplatesManaging Form TemplatesForm RequestsViewing and Exporting Form SubmissionsAttaching Forms to LocationsForms roles and access
Risks
Risks module overviewCreate a risk assessmentManage hazardous materialsWorking with risk assessment versionsSet up approvals and review policies for risk assessmentsView compliance by group and distributionRisks roles and accessAdd controls and actions to a risk assessmentExport a risk assessment as a spreadsheetView and edit a risk assessment itemAdd people and groups to a risk assessmentWork with risk assessment sectionsDynamic risk assessmentsAdd an image gallery to a risk assessmentAdd linked documents to a risk assessmentAdd a map to a risk assessmentAdd hazardous material sections to a risk assessment
Incidents
How the incident module worksCreate an incidentInvestigate an incidentManage incident actionsLink hazardous materials to an incident investigationSet default assignees for incidentsPrint and share incident reporting QR codesReview incident outcomesIncidents roles and accessLink an incident to a risk assessmentComplete incident corrective actions
Standards
Getting Started
Adopting and Managing Standards
Working with Requirements
Roles and Permissions
Custom Definitions
Governance
Distributions
Review Policies
Approval Policies
Insights
Custom dashboardsCreate a custom dashboardAdd a widget to a dashboardSubscribe to a widget
Settings
User Management
Tags & Organization
QR Codes
Notifications
Audit Log
Integrations
Use the Exports and Imports areas in Settings
Security and Privacy
Data storage, access, and AI privacy
All Collections

Operations

Manage your teams with work orders and plan recurring work for things like PPM and Inspections.

Operations Overview

Connections to Other Modules

Work Orders

Work Orders

Complete an Inspection

Working from the Field

Checklist Templates

Create work orders from schedule coverage

Create a checklist from a form template

Link checklists to locations and assets

Track costs on work orders and work schedules

Reopen a closed work order

Control when work orders are marked as missed

Complete a work order

Choose Fixed or Floating for a work schedule

Planner

Create a work schedule with AI or from scratch

Planner

Use the planned work timeline controls

Create planned work from a location or asset

Set how work schedules handle non-working days

Adjust checklist cadence for specific assets

Fix schedule coverage faults

View activity history for a work schedule

Troubleshoot duplicate or missing Gantt bars

Insights

Operations Insights

Monitor Compliance

Use the new Maintenance dashboards and insights

Settings

Operations Settings

SFG20 Integration

Set the weekdays for planned work

Add date ranges to a calendar

Operations roles and access

Link a risk assessment to a schedule

Set Up a Scheduled Inspection

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