Settings

SFG20 Integration

SFG20 connects CalmCompliance to Facilities-iQ (F-iQ) so that SFG20 maintenance regimes flow into the Operations module as planned work. When connected, the integration imports schedules, tasks, and asset classes from F-iQ, creates linked work orders, and can pass completion results back to F-iQ.

What SFG20 sync brings in

A site connects to F-iQ by adding one or more share links. Each share link represents a regime, and the sync runs per regime rather than globally across the integration.

When a regime syncs, Calm imports:

  • Schedules β€” each F-iQ task becomes a planned-work schedule with its own name, description, cadence, classification, competency, regulatory drivers, and applicable standards.

  • Asset classes β€” SFG20 schedule groups map to Calm asset classes, and the imported schedule is attached as a maintenance prescription.

  • Tasks β€” the abridged steps from the F-iQ task become a checklist on the schedule. These steps are an aide-memoire; the full schedule always lives in F-iQ.

Imported schedules and checklists carry an SFG20 badge so you can distinguish them from locally created content.

Smart Words and the full schedule

Every SFG20 task view includes a clickable link to the full schedule in the Facilities-iQ companion app. This link is surfaced through the SFG20 Smart Words field, which maps the task back to its source record in F-iQ. If Smart Words are not available for a task, the page shows a View in Facilities-iQ hyperlink instead.

Work order details and metadata validation

On a work order detail page, the SFG20 info bar and schedule priority badge appear only when the imported metadata is valid. The info bar shows the SFG20 provider badge, classification dot, skill name, and a Smart Words link or View in Facilities-iQ fallback. If the required metadata is missing or invalid, the bar and badge are hidden.

Completion passback to Facilities-iQ

The integration can report completed work back to F-iQ. Passback is controlled by a Data passback consent toggle at the integration level.

  • When consent is on, completion records for work that originated from any connected regime are sent back to F-iQ.

  • When consent is off, completions stay in Calm only.

For asset-linked work, the completion is reported against the linked F-iQ asset ID. If the Calm asset has no F-iQ counterpart, the completion is reported without an asset ID or is skipped, depending on F-iQ requirements, and the omission is logged.

What you can edit vs what stays managed by SFG20

Some fields are owned by the SFG20 sync and are read-only in Calm. Others are local and can be changed to fit your site.

Read-only content

  • Asset classes, models, and manufacturers imported from SFG20

  • Checklists managed by SFG20

  • Sync-owned schedule fields: name, cadence (interval), classification, competency, regulatory drivers, and applicable standards

Attempts to delete SFG20-managed content are refused with a managed by sfg20 message.

Editable local fields

  • Priority, assignment, grace period, reminder, cost, and category

  • The checklist step list β€” you can adjust the steps locally, and you can also trigger a Reimport steps to rebuild the checklist from the latest F-iQ version while keeping the previous one for comparison.

SFG20 configuration tabs

Once connected, SFG20 appears as its own integration layer with a dedicated configuration surface. The tabs are:

  • Overview β€” summary of the connection and its status

  • Asset Classes β€” imported SFG20 asset classes mapped to Calm classes

  • Regimes β€” connected share links and their labels

  • Locations β€” map SFG20 groups to existing locations or create new group locations

  • Assets β€” review matches, link or unlink rows, toggle asset pushing, start a sync on demand, and preview the impact before removing a share link

  • Activity β€” recent sync activity

  • Audit log β€” record of changes to the integration

  • Settings β€” connection controls including data passback consent

The header shows key labels at a glance: Regimes, Groups, Schedules, and Last sync.

Connecting and syncing

To connect SFG20:

  1. Go to the Integrations list and find the SFG20 card, described as SFG20 Facilities-iQ maintenance schedules and tasks.

  2. Click Connect and add the F-iQ share link for the regime you want to import.

  3. Label the regime so your team can recognise it.

  4. Click Sync now to pull the regime into Calm.

After the first sync, the integration will keep schedules and tasks up to date. You can rename a regime label at any time without changing the underlying share link.

Before you remove a share link, the integration shows a preview of what would be affected, including schedules, assets, and connections that would be disconnected. Review the impact preview, then confirm or cancel the removal.

What’s next

Was this helpful?