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

Settings

Configure your workspace: invite users, create groups, set up tags, and generate QR codes for locations and assets.

User Management

Understanding User Roles and Permissions

Inviting Users to Your Organization

Creating Groups and Teams

Module Entitlements and Permission Templates

Using Groups in Contacts

Tags & Organization

Creating Organizational Tags

Tag-Based Filtering and Search

Using Tags to Categorize Content

Use categories and tags to organize records

QR Codes

Generating QR Codes for Locations and Assets

Printing QR Codes

QR Code Scanning Workflow

Set up site reporting QR codes

Notifications

Configuring Notification Preferences

Calm Mode

Troubleshoot Service Desk email delivery

Audit Log

Viewing Audit History and Understanding Audit Events

Integrations

Inbound Email

API and Webhooks

Microsoft Azure Integration

Google Workspace Integration

Map SFG20 groups to locations

Manage SFG20 asset mappings

PeopleHR Integration

How to sync schools from Wonde

Wonde Integration

Fix SFG20 webhook registration errors

Use the Exports and Imports areas in Settings

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