Compliance Overview
Overview
The Compliance module lets you create tracking modules that measure whether your team is completing the right documents and forms at the right frequency. Each module compares actual submissions against a target you define, giving you a clear picture of where your team is on track and where there are gaps.
For example, if 10 workers are each required to submit a daily hazard assessment five days a week, your weekly target is 50 submissions. A compliance module tracks how many were actually submitted against that goal of 50, and shows you the percentage achieved.
Compliance modules work with data that already exists in Salus. They do not create new requirements — they surface whether existing targets are being met.
Getting There
Click Compliance in the left navigation menu. The Compliance dashboard shows all active modules as cards, grouped by type.
The Compliance Dashboard
Each compliance module appears as a card on the dashboard. The card shows a summary of completion data against your targets. Click a card to drill into detailed results, where you can filter by worker, site, or date range.
Inside a module, you can see:
- Overall compliance as a percentage.
- Document compliance and form compliance as counts.
- Daily, weekly, and monthly form completion against target.
- Signed document and form completion against the target number.
The three-dot menu on each card lets you delete the module.
Create a Compliance Module
- Click Create Module in the top right corner of the Compliance dashboard.
- Select a Module Type from the dropdown. The fields that appear depend on the type you select.
Tip: Not sure which module type to use? See Compliance Module Types for a full explanation of when to use each one.
Sites & users
Tracks form and document completion for specific workers, optionally filtered by site.
Name *
A name for this compliance module. Appears on the dashboard card.
Required.
Avg weekly work days *
The average number of days per week workers are on site. Salus uses this number to calculate how many documents and forms are expected to be completed over any given period.
Required. For example, enter 5 for a standard Monday to Friday work week.
Start Date *
The date from which Salus begins tracking compliance. Submissions before this date are not counted.
Required.
Site
Filter compliance tracking to a specific site. Leave blank to include all sites.
Optional.
Select users *
The workers whose form and document submissions you want to track.
Required.
Documents *
The documents you want to include in the compliance calculation.
Required.
Form *
The form(s) you want to track for completion. After selecting a form, set how frequently it should be submitted (daily, weekly, or monthly).
Required.
Site
Tracks form completion at a specific site, regardless of which worker submits.
Name *
A name for this compliance module.
Required.
Avg weekly work days *
The average number of days per week the site is active. Used to calculate expected form submission totals.
Required.
Start Date *
The date from which Salus begins tracking compliance.
Required.
Site *
The site to track compliance for.
Required.
Form *
The form(s) you want to track for completion at this site.
Required.
Form Review
Tracks whether designated reviewers are completing form reviews at selected sites.
Name *
A name for this compliance module.
Required.
Start Date *
The date from which Salus begins tracking review compliance.
Required.
Site *
The site(s) where the forms being reviewed are submitted.
Required.
Select users *
The workers responsible for reviewing forms.
Required.
Form *
The form(s) configured with Review Required that you want to track for review completion.
Required.
- Click Create to save the module.
The new module appears on the Compliance dashboard immediately and begins tracking from the start date you set.
Frequently Asked Questions
What is the difference between the three module types?
Sites & users tracks completion by specific workers. Site tracks completion at a specific location regardless of who submits. Form Review tracks whether designated reviewers are completing form reviews. See Compliance Module Types for a full breakdown.
What does Avg weekly work days affect?
Salus uses this number to calculate how many form submissions are expected over a given period. For example, if a form is set to daily frequency and Avg weekly work days is 5, Salus expects 5 submissions per week per tracked worker or site. Getting this number right is important for accurate compliance percentages.
Can I change a module's settings after creating it?
The module type cannot be changed after creation. Other settings may be editable from within the module. If you need a different module type, delete the existing module and create a new one.
Why is my compliance percentage lower than expected?
Common causes include an incorrect Avg weekly work days value (setting this too high inflates the expected target), forms not being submitted by the tracked workers, or the start date being set too far back to include a period when the team was not yet active. Check each setting and compare the expected vs actual submission counts in the module detail view.
I don't see the Compliance module in the navigation. What's wrong?
You may not have access to the Compliance module. Contact your Salus admin to confirm your account has the correct permissions.
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