Help Desk

Getting Started 3

• How to update your Regulatory Matrix.
• How to Import a Materials List.
• How to Import a Constituents List.

Managing Tasks 5

• How to Associate an Existing Calendar Item with a Requirement.
• How to Create a New Calendar Item.
• How to Manage an Existing Calendar Item
• How to Respond to a Corrective Action.
• How to Add a Sub-Task to an Existing Report or Calendar Item

Custom Forms 7

• How to Create Custom Form Templates
• How to Show/Hide Form Fields
• How to Auto-populate Form Fields based on Prior Answers
• How to Add a Unique Form ID
• How to Assign Form Relationships

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Email Alerts 3

• Automated Email Alerts: New Task
• Automated Email Alerts: Reminders
• How to Customize Email Alert Schedules

ChemTrack 11

• Getting started with ChemTrack: How to set up a Material
• Getting started with ChemTrack: Assigning Sources to Process Lines
• Air Permit Tracking: How to Add a Permit to the EHS-Dashboard™
• Technical Overview of Volatile Organic Compounds (From EPA.gov)
• How to add Chemical Usage, Waste, and Storage Records

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Managing Requirements 3

• How to Associate Calendar Task with a Requirement
• How to Upload Supporting Documents to a Requirement
• How to Update your Regulatory Matrix

Release Notes 7

• v2.1.9 - Minor Improvements and Bug Fixes
• v. 2.2.4 - Importer Data Cleansing - 9/12/2018
• v. 2.2.5 - Link Sharing - 10/01/2018
• v. 2.2.7 - Table Calculator - 10/19/2018
• v. 2.2.8 - Create Calculated Metrics - 11/05/2018

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Reporting 8

• How to use the Global Filter: Report by Date, Facility, Category
• How to use the Table Calculator
• How to Modify Columns on a Reporting Table
• How to Remove a Report from Date Scoping
• How to Customize the "Hazards" & "Related" tabs of any Report or Calendar Item Record

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Managing Environmental Metrics 2

• How to add Environmental Metrics Usage/Cost Records
• How to Create Calculated Metrics

Safety Metrics 10

• How to configure Safety Metrics
• How to Upload an Employee Contact List to the EHS-Dashboard™
• How to enter safety metric data into the EHS-Dashboard™ if you're not using Incident Report forms
• How to Set Goals for Safety Performance Metrics
• How to Input Employee Count

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