Calendar settings - Edit Calendar

A guide to configure and edit your Compliance Calendar

The compliance calendar may be configured to organize your site into Programs and Classifications. This configuration ties together several modules like inspections, training, events, and others.

Menu > Compliance Calendar > Edit Calendar

Select Edit Calendar from the left side menu to be navigated to the Compliance Calendar settings.

Edit Calendar settings

Programs, Classifications, etc. must be configured before the Inspections can be filterable under the Compliance Calendar

Programs

You may Edit an existing program by clicking on the pencil icon. To create a new Program, click on the New Program.

New Program set up

Field	Description	Examples	Requirement
Program Name	Input an applicable Program name	General, Biological Safety, Lab Safety	Required
Status	Active/ Inactive	Active	Required

Once we create a New Program, it will appear in the dropdown list of Programs in the Compliance calendar.

Programs view

Classifications

Select the Program from the dropdown, fill in the new Classification name, Status, and click Save to save the New Classification.

Field	Description	Examples	Requirement
Program Name	Select a Program name from the dropdown	General, Biological Safety, Lab Safety	Required
Classification Name	Input an applicable Classification name	Biological Safety Cabinets, Fire drills, PPE	Required
Status	Active/ Inactive	Active	Required

Classifications view

You may Edit the Classification created by clicking on the pencil icon. You can also set up Mobile or Email notifications for the Classification.

New Classification set up

Classification Notifications

Classification notifications set up

Field	Description	Examples	Requirement
Send To	Input email id of the recipients	[e-mail]	Required
Send From	Input Sender email id	[e-mail]	Required
Subject Line	Input subject line for the notification	BioSafety Notification	Required
Message Text	Input body of the notification	Custom email template	Required
Notification Timing	Set the notification timing by selecting the number of days and selecting Days after due/Days before due.	7 days	Required
Status	Active/ Inactive	Active	Required

Review all the details entered and click Save to save the New Email notification.

Events

New Event set up

Field	Description	Examples	Requirement
Event Schedule	Select a Classification type	Lab Safety	Required
Event Title	Input applicable Title	Monthly Lab Safety Inspection	Required
Event Description	Input applicable Event description	Monthly Lab Safety Inspection	Required
Event Frequency Type	Frequency of the Event, e.g., Day/Week/Month/Year	Monthly	Required
Require Attachment to Close	Does the event require an attachment to close?	Yes/ No	Required
Auto-Close Event	Is the event dependent or independent of a previous event?	Yes/ No	Required
Status	Active/Inactive	Active	Required

Review all the details entered and click Save to save the New Event.

Events view

You may Edit the Event created by clicking on the pencil icon. You can also set up Mobile or Email Notifications for the Event.

Event Notifications

When Notifications are not set up for an Event, automatically the Notifications & Notifications Timing set up for the corresponding Classification apply.

In the scenario where Event Notifications are set up, then a listed user receives notifications set up at the Classification level as well as individual Event notifications.

Event notifications are usually set up and sent to specific users.

Event Notifications

Field	Description	Examples	Requirement
Send To	Input email id of the recipients	[e-mail]	Required
Send From	Input Sender email id	[e-mail]	Required
Subject Line	Input subject line for the notification	BioSafety Notification	Required
Message Text	Input body of the notification	Custom email template	Required
Notification Timing	Set the notification timing by selecting the number of days and selecting Days after due/Days before due.	7 days	Required
Status	Active/ Inactive	Active	Required

Review all the details and click Save to save the New Email notification.

Event Notification sample

Assignments

Click on New Assignment to create a new Assignment for an Event.

Options available under Assignments

You may hide or show the filters by selecting the Show/Hide Filters option.

New Assignment set up

Field	Description	Examples	Requirement
Schedule	Select a Classification type	Lab Safety	Required
Template	Select the applicable template	Lab Safety Inspection	Required
Event Title	Input Event Title	Monthly Lab Safety Inspection	Required
Event Description	Input applicable Event description	Monthly Lab Safety Inspection	Required
Initial Due Date	Input the Initial due date	13/11/21	Required
Default Responsible	Select the default user responsible for a task if an alternate user is not assigned.	[e-mail]	Required
Responsible Role	Select a role from the dropdown	EHS Team	Required
Assign Calendar Event By	Assign the Event to a Calendar Event Type	Org, Dept, Room, User, Asset	Required

Assignments view

You may Edit the Assignment created by clicking on the pencil icon. You can also set up Mobile or Email Notifications for the Assignment.

Assignment Notifications

For an Event, the Assignment Notification is configured at the time of setup to be sent to the Default Responsible user if a Responsible Role is not selected.

Assignment Setup - Notification

Responsible Role- Sample list

In addition, Event notifications can be set up and sent to specific users.

Assignment Notifications

Field	Description	Examples	Requirement
Send To	Input email id of the recipients	[e-mail]	Required
Send From	Input Sender email id	[e-mail]	Required
Subject Line	Input subject line for the notification	BioSafety Notification	Required
Message Text	Input body of the notification	Custom email template	Required
Notification Timing	Set the notification timing by selecting the number of days and selecting Days after due/Days before due.	7 days	Required
Status	Active/ Inactive	Active	Required

Review all the details and click Save to save the New Email notification.