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

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, Training, Management, Resources, Settings

There is more detailed information about each section in the additional Help Articles.

Forms

Currently there are 4 set form types. (Any user can submit forms, Managers & Site Admins, are able to view all submitted forms. Users can only see their own forms).

Completed forms can be downloaded as PDFs, email notifications can be enabled for form submissions, but are disabled by default.

• Patron Forms (Incident & Injury Forms)
• Staff Member Forms (Incident & Injury Forms)
• Security Forms (Incident Forms)
• Hazard Forms (Standard Hazard Form)

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.

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).

• 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.

• Training Results

You can download a CSV of the completed training results.

• 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.

• Default Site Documents

This is for documents that you generally require staff to download and complete, for example super and tax forms.

• 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 differnent 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