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Get started with CalmCompliance Module Catalog Comments

Security and Privacy

Resize and reorder table columns How site URLs and landing redirects work How many sites does a subscription cover? Filter lists with quick filters Filter lists with AI

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 Add and manage driving licences on personnel records

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 Create an external training course Assign an external course and record results

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

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 Delete a location

Operations Overview Connections to Other Modules

Operations roles and access Link a risk assessment to a schedule

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 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 Attach risk assessments to locations

Getting Started

Managing Contracts

Record a renewal decision Record notice given on a contract How renewal decisions work Renew or replace a contract

Insights and Settings

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

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 Monitor Compliance

User Management

Tags & Organization

Use the Exports and Imports areas in Settings Cascade Mode for sites

Ask Calm and Agent MCP

Use Ask Calm for ticket and work-order reports How Ask Calm and Agent MCP work How AI report counts and visibility work Ticket and work-order reporting with Agent MCP

Renewals

Renewal decisions, notice periods, and successors

Record a renewal decision

Record notice given on a contract

How renewal decisions work

Renew or replace a contract

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