Compliance Module Types
Overview
When you create a compliance module in Salus, the first decision is choosing a module type. The type you select determines what Salus tracks and how compliance is measured.
There are three types: Sites & users, Site, and Form Review. Each serves a different tracking purpose. Choosing the right one ensures your compliance data reflects what actually matters for your workflow.
Sites & users
This type tracks compliance per individual worker. You select the workers whose form submission activity you want to monitor. Optionally, you can also filter by site, but the primary unit of tracking is the person, not the location.
On the Compliance dashboard, modules of this type appear under the heading Employee Compliance.
Use this type when: you need to track whether specific workers are submitting their required forms on a regular cadence, regardless of which site they are working at.
Example: A safety officer needs to confirm that three specific foremen each submit a daily inspection form every weekday, no matter which job site they are on that day.
Site
This type tracks compliance for a specific site, without targeting individual workers. You select which site (or sites) to monitor and which forms should be submitted. Salus tracks whether those forms are being submitted at that site, regardless of who is submitting them.
On the Compliance dashboard, modules of this type appear under the heading Site compliance.
Use this type when: you need to confirm that required forms are being submitted at a particular site on schedule, and it does not matter which worker is doing the submitting.
Example: A project manager needs to confirm that at least one hazard assessment is submitted every morning at a high-risk site, but any crew member can submit it.
Form Review
This type tracks whether forms flagged as "Review Required" are actually being reviewed. You select both the workers responsible for reviewing and the sites where those forms are being submitted. Both selections are required.
On the Compliance dashboard, modules of this type appear under the heading Forms Review Compliance.
Use this type when: you have forms configured with "Review Required" and you need to ensure that designated reviewers are completing those reviews on a consistent schedule.
Example: Incident reports at a site are set to Review Required. A compliance module is created to confirm that the site supervisor is completing those reviews weekly.
Note: Form Review modules require both a worker selection and a site selection. Neither can be left blank.
Quick Reference
| Module Type | Tracks | Dashboard label |
|---|---|---|
| Sites & users | Form submissions by specific workers | Employee Compliance |
| Site | Form submissions at a specific site (any worker) | Site compliance |
| Form Review | Review completion by designated reviewers | Forms Review Compliance |
Frequently Asked Questions
Can I change the module type after creating a module?
No. The module type is set at creation and cannot be changed afterward. If you need a different type, create a new module and delete the old one.
What is "Review Required" and how do I set it on a form?
Review Required is a form setting that flags submitted forms as needing review by a designated person before they are considered complete. This is configured in the form's settings. Form Review compliance modules track whether those reviews are happening on schedule.
Which type should I use if I care about both who submits and which site?
Use Sites & users. This type lets you select specific workers and optionally filter by site, so you can track individual submission behavior within a specific location.
Why does the dashboard show different names than the module type dropdown?
The dashboard groups modules using display names that reflect what is being tracked. Sites & users modules appear as Employee Compliance, Site modules appear as Site compliance, and Form Review modules appear as Forms Review Compliance.
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