STEP 1 - Just arrived to the SM8A Compliance Portal?
Welcome to the SM8A Portal!
Your workplace has provided this portal to give you access to essential reporting forms, workplace documents, procedures, and training resources.
Access permissions vary based on your role, which may include:
- Site Admin Managers
- Managers
- Line Managers
- Office Admin
- Volunteer
- Employee
- Contractor
- Training Manager (Training System Users Only)
- Training User (Training System Users Only)
- Shared Tablet Device (For App Users Only)
- Suppliers
- Vendors
To set up and use the Compliance Portal, note that management roles have access to more features. Depending on your plan, some features mentioned below may not be available. If you don't see all the options after logging in, don't worry—this is normal.
Open Screen - Quick Dashboard Review
Side Menus: Forms, Reporting Dashboards, Sensor Dashboards, Equipment, Training, Management, Resources, Settings and Contractor Sign Ins.
Shortcut Menu at the top of the page in a blue button also has these in an easy to navigate tile format.
There is more detailed information about each section in the additional Help Articles.
Forms
Custom Form Builder
Here you can view forms available as well as a list of master forms that can be copied up to your profile.
You can also build your very own custom forms.
Old Static Forms
The old forms listed below will retired in August 2025 and be available for viewing completed ones only. To complete forms on the platform you will need access to the ComplianceTrackr App.
- Patron Forms (Incident & Injury Forms)
- Staff Member Forms (Incident & Injury Forms)
- Security Forms (Incident Forms)
- Hazard Forms (Standard Hazard Form)
Reporting Dashboards
Reporting Dashboards
Here you can access your reporting dashboards for completed forms and other tasks and elements such as training and contractor management.
In these dashboards you can all see assigned tasks and tasks yet to be completed.
Each dashboard is set up to provide you at a glance information with options to go deeper by selecting elements on the dashboard.
Completed Forms
Here you can view all completed forms submitted but he ComplianceTrackr App.
Sensor Dashboards
Sensor Dashboards
If you are using ComplianceTrackr Temperature Monitoring Devices or have food safety access, here you can access your reporting dashboards for temperature monitoring via data loggers, completed time temperature logging tasks etc.
Equipment
Equipment Management
Here you can add and remove equipment - think asset register. This will work with the upcoming Maintenance Management Module currently in development.
Here you can also add in equipment that is temperature monitored, this works with our data loggers and other temperature monitoring equipment.
Training
Internal Competency Training
You can keep track of your courses that you assign to users, groups or roles.
Internal Competency Training Courses are assigned via the Support channel. Managers & Site Admins can also review all submitted answers from the Courses from all users, PDF Certificates can also be downloaded by Management and each user.
Competencies
You can create & assign completed Competencies to a specific user or group, the system will create a competency matrix table so you can keep track of Assigned Competencies, you can also assign Expiry dates to each Competency.
Online Training Modules
You can view training modules available for deployment
You can send reminders to those that have not completed
You can download certificates of completions and view completed assessments
You can view courses required to be completed
You can see outstanding course results
You can download a CSV of the completed training results.
You can download manual PDF Certificates
Management
Profile Management
From here you can view all your different roles, and the users within each role, you can also update in detail each profile if required, perform a password reset for a user if required. Here is were you also create accounts, generally it is preferred to create all accounts as employee role first, then upgrade their role via there profile setting. (Bulk account import is possible please contact support to do this).
Authorised Workers
You can view authorised workers of all contracted companies to keep track of competencies, licences and who's allowed on site.
Group Management
You can create Groups that span across different account roles, this is great when assigning the same Training Course across several roles. You can also add users to groups when creating their account.
Internal Policies
Creation of small Internal Policies that you can assign to users, groups or roles, and keep track of their status via the History & Activity Logs, these are emailed out to users, tracking the user responses is listed in the table logs.
Recently Added Accounts
Show a table of the Recently added accounts, great to see who has been added lately.
Resources
Workplace Documents
You can put documents here for easy sharing between different roles in your site.
Contractor Documents
You can view your contractor documents, that have been uploaded to the system.
Default Site Documents
This is for documents that you generally require staff to download and complete, for example super and tax forms.
Vendor and Supplier Documents
You view vendor and supplier documents that have been uploaded to the system.
Expired Documents
This will display all expired documents
Disabled Documents
This will display all deleted/disabled documents.
Settings
E-Mail Templates
Where you can customise each email template design, so your users can get a more bespoke email.
Document Categories
Workplace Document Categories can be created, and assigned to different roles, restricting access.
We recommend going to the following article to continue your introduction into the compliance portal.
https://support.compliance.sm8a.com.au/category/75-new-employee---getting-started
Contractor Sign Ins
QR code Generator for Contractor Sign In
The section can be used to create QR code sign ins for your site - this can then be used by authorised workers of your contracted companies to scan the code and sign in if they are on the Authorised Register.
QR codes can be generated for different entry points.
Currently Contractors, Vendor and Supplier are unable to login to the ComplianceTrackr App, this may change in the future.