Compliance Settings - Overview

Learn about the settings that control the behavior of compliance forms and templates

Updated on July 11th, 2024

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

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

Print/Email Defaults Set up default layouts, email templates and default email addresses for Risk Assessments, OHS Checklists and Custom Forms.
Risk Templates Create templates for JSA e-forms that your staff can access and complete directly on a task.
Forms Create e-forms to cover all of your compliance needs, or select from a list of pre-built forms.
Certifications Edit and Delete certifications for staff, sub-contractors, or client requirement.


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.
Authorized 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.
Default Compliance Note Restrictions Set the defaults for who has access to compliance notes.