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. Schedules are deduplicated into asset classes by base SFG20 code under a managed SFG20 Asset Types root, and imported F-iQ groups are mapped to premises locations or linked asset classes through a per-regime Folder Mapping step that must be confirmed before anything materialises.
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 after its folder mapping is confirmed, Calm imports:
Schedules — each F-iQ task becomes a planned-work schedule with its own name, description, cadence, classification, competency, regulatory drivers, and applicable standards. Schedules with the same base SFG20 code collapse into a single asset class under the SFG20 Asset Types root.
Asset classes — the deduplicated schedule types are attached as maintenance prescriptions under the managed SFG20 Asset Types root.
Tasks — 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.
Locations — imported F-iQ groups that are mapped to Location in Folder Mapping become premises locations.
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 direct F-iQ counterpart, the system tries to resolve the asset ID from the regime-task join or by promoting the parent system ID when the work is on a system component. If no unique asset can be resolved, the passback is skipped 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 — 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 — summary of the connection and its status
Folder Mapping — map each F-iQ folder node to a Calm location, asset class, or ignore it, then confirm the mapping before the regime materialises
Regimes — connected share links, their labels, mapping confirmation state, and webhook status
Assets — review F-iQ asset matches, link or unlink rows, and see Mapped, Unmapped, and Pushed statuses
Activity — recent sync runs with regime, status, trigger, and time
Audit log — high-level history of connection, regime, and mapping actions
Settings — 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:
Go to the Integrations list and find the SFG20 card, described as SFG20 Facilities-iQ maintenance schedules and tasks.
Click Connect and add the F-iQ share link for the regime you want to import.
Label the regime so your team can recognise it.
Go to the Folder Mapping tab, select the regime, and map each F-iQ folder to a Location, Asset Class, or Ignore.
Click Save Draft to store your choices, then click Confirm Mapping to materialise the regime.
After confirmation, the sync starts automatically and pulls the regime into Calm.
Nothing from the regime is live in Calm until the mapping is confirmed. If new folders arrive after the first confirmation, the regime shows a New Folders Need Review alert and you must re-confirm before the new content materialises.
You can rename a regime label at any time without changing the underlying share link.
Work Schedules view for imported SFG20 tasks
On a location or asset instance, the Work Schedules card now groups imported SFG20 tasks under expandable bundle headers. Each bundle shows the SFG20 group name, classification, competency, and schedule metadata. Expand a bundle to see the individual tasks, durations, next due dates, and assigned owners.
What happens when you remove a share link
Before you remove a share link, the integration shows a preview of what would be affected. Review the impact, then confirm or cancel.
When a share link is removed:
Mirrored premises locations created from the regime are deleted.
Shared asset-type classes under SFG20 Asset Types are left intact so other regimes or local work can still use them.
Related work schedules and checklist targets are retired so they stop spawning work orders.
The share link and its dependent sync data are removed.