Compliance Settings - Overview

Updated on September 6th, 2024

The table below provides an overview of the site admin settings that control the behaviour of compliance forms and templates.

Click the blue links on the left to access full instructions for each setting.

Setting

Description

Set up default layouts, email templates and default email addresses for Risk Assessments, OHS Checklists and Custom Forms.

Create templates for JSA e-forms that your staff can access and complete directly on a task.

Create e-forms to cover all of your compliance needs, or select from a list of pre-built forms.

Edit and Delete certifications for staff, sub-contractors, or client requirement.

Settings

Escalation	Select the recipients of compliance escalation emails.
Alert Flag	Set the risk level of an item on a JSA/Risk Assessment that will trigger an email for non-compliance.
Authorised Signature (DEPRECATED)	Upload a signature image file for use on Compliance Layouts.

Default Signature Type for Compliance Forms

Set a default signature type (Employee, Customer or Contractor) to be used on compliance forms.

Set the defaults for who has access to compliance notes.

Compliance Settings - Overview Custom Forms Pre-built Forms Conditional Fields Workflow Expandable Forms