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Get started with CalmCompliance

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

Quizzes Using Groups for Assignments Create and assign Calm training courses Manage training courses and results Add an assessment to a training course Training roles and access

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

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

Location Management

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

Operations Overview Connections to Other Modules

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

Creating Form Templates Publishing Form Templates Managing Form Templates Form Requests Viewing and Exporting Form Submissions Attaching Forms to Locations Forms roles and access

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 a risk assessment as a spreadsheet 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

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

Getting Started

Adopting and Managing Standards

Working with Requirements

Roles and Permissions

Custom Definitions

Review Policies

Approval Policies

Custom dashboards Create a custom dashboard Add a widget to a dashboard Subscribe to a widget

User Management

Tags & Organization

Use the Exports and Imports areas in Settings

Security and Privacy

Data storage, access, and AI privacy

Settings

Operations Settings

SFG20 Integration

Set the weekdays for planned work

Add date ranges to a calendar

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