CMO Solutions
This guide contains quick tip articles on how to perform specific actions within the CMO Web, iOS, Android, and Windows applications.
Choose a category based on related topic.
- Actions
- The Actions module provides the ability for company actions and tasks to be recorded and tracked within the CMO application.
- Adding An Action Category
- Can access action but not the respective Event
- Configure User Roles to 'Accept/Reject Request Extension' for an Open Action
- How to Delete an Action
- CMO - How to link an existing reference Event to an Action in the system
- Completion of Multiple Actions in a Singular Transaction
- Configure User Roles to 'Request Extension' for an Open Action
- Configuring Action Emails Based On Action Category
- Configuring The Action Management Process: Action Assignor
- Creating Actions
- Creating Action Statuses
- Creating Action Filters
- Creating And Configuring Action Workflow Steps
- Enable the Event ID column for the Actions in the Action Module
- How to change Verified Status of the Action to Reopen
- Enable Multi Select option in Available Modules
- Disable the 'Completed date' field in the Action Window for a Completed Action that has been reoponed.
- Sending Action Reminder Emails
- Setting The Action Progress Bar To Auto-Complete
- Set Custom/Past Date while Completing an Action
- Show/Hide Job Title & Role filters from an Action
- Admin
- This section is for Admin users only. Articles under this guide will provide admin users steps to change settings in the application for specific configurations that includes permissions, workflows, forms, dashboards events, org units, entities, and org units.
- Add, Edit, Remove a Job Title
- Assigning An Org Unit To An Entity
- Creating and Assigning Entity Types to an Entity
- Assigning User Groups to a User profile
- Assign Event Categories Or Types To Forms
- Associate Form with existing Custom Field
- CMO - How to add a label to a Response Text in the Form Configuration
- Adding the Superior to a User
- Associate a Form to specific Org units and Entities
- Assigning Org Units and Entities to a User Group
- CMO - How to check the Status of the CMO WinService and Stop/Restart in the Web Server
- CMO - How to configure 'BPM Form' Response Type
- How to configure 'Percent Calculation' Response Type
- How to configure 'Calculated Field' Response Type
- Configure an Event Workflow to trigger based on a specific Risk Ranking of the Event in the system
- Configure a Response to a Question to be Mandatory in the Form
- CMO - How to configure Calendar Reminder to appear in the Event Notification emails triggered from the system
- CMO - How to configure the 'Attachment Required' feature to be made available for a user/role to choose while creating an Action
- Configure the Assigner role for a Step in the Event Workflow
- Configure the Landing page for a Role
- Disable the Complete button from the Event Window to only allow Workflow to control the Event Status
- Enable the Attachment tab for the Questions in the Section of a Form
- CMO - How to provide the User Role access to a particular Report in the system
- CMO - How to resolve the error message "CMO Web Service is not configured" on trying to connect to the CMO iOS Application
- CMO - How to setup a Question in the Section to be mandatory to respond in the Form Configuration
- CMO - How to update the default tab that will appear first for a Question in the Form Configuration
- CMO - How to use the User Import tool when importing Superior Users
- CMO - Purpose of Default User Groups feature for the User Groups in the Admin module
- Configure a Button in the Form that can be used to Complete an Audit/Event.
- Configure a Form to show in the Workflow Dashboard / New Event Widget
- Configure the Column Display in the Events Module
- How To Configure A Standard Report Against A Form
- Configuring Custom Emails
- Create a Leading Response Within a Form Question
- Creating and Configuring Bulletins
- Creating an Entity
- Creating Users
- Delete a User
- Disable Printing
- Edit CMO Terminology
- Enable the Due Date feature for a Form template
- Enable / Disable E-mail Notifications for All Users
- Enabling Configuration To Assign / Edit Newly Created Roles
- Enabling Sync Functionality for Events
- Event Question Response Types
- How to add a Document to a Document Folder
- How to add new classifications for use in user profiles
- How to add/edit existing Event Filter Status to add multiple event statuses
- How To Allow Certain Roles To Change Action Assignments In the Action Management Process
- How To Allow Create Actions
- How To Allow To Be Reporter
- How To Assign Access Permissions By Role For A Form
- How to assign multiple Org units to an Entity by enabling multi select
- How To Change Superior
- How To Clone A Form
- How To Clone A Role
- How To Configure Action Emails In The Action Management Process
- How To Configure Advanced Action Reminder Custom Emails
- How To Configure An ICWS Button In A Form
- How To Configure A Form To Auto Initiate A Workflow
- How To Configure Competency Training Email Notifications
- How To Configure Email Notifications For A Question Response In A Form
- How To Configure Mobile Module Availability
- How To Configure Org Units
- How To Configure Translations In CMO
- How to configure User Roles to have ability to Complete standalone Actions
- How to Create a Custom Field for a particular Role in the system to appear while the creation of a User
- How to create a Default Document
- How to create a Hyperlink Document
- Create a Drop Down Type Custom Field associated to an Action Category
- How to create a new Role
- How To Create Default Comments
- How to Create/Associate Finding Category
- How To Delete An Entity
- How to Delete a Document
- How to Delete a Document Folder
- How to Delete a Document Type
- How to Delete a Form
- Edit User Assignments
- Enabling Advanced Mode For Available Party Involved Responses
- How To Enable View Risk Register
- How to fix the Workflow for an Event which cannot be progressed further due to the message "You need to select a Responsible for each Step in the Workflow before it can be initiated"
- How to give roles privilege to Edit Action categories for Pending Actions
- How To Grant Rights To Access The Action Management Process By Role
- How To Import Entities
- How To Import Finding Categories
- How To Import Org Units
- How To Import Users
- How to keep a Form Active in the system but not available for Scheduling of a New Event
- How To Make A Form Confidential
- How to make Classification available onto a Form dropdown
- How to make Custom fields visible in Obligation Advanced Filters
- How to remove multiple Org units from an Entity using multi select
- How to reset a users password
- How to setup the Default Value Source for a Response Type of a form such that it retrieves data from a Response Type of another referenced form
- How To Show All Entity Types
- How to stop a Workflow Action from getting Completed in the system outside the Event.
- How to update the Company Logo that is visible at the top of the CMO Environment on the right hand side
- How to use the Import/Export tool to move Forms to Different Environments
- Reassign Events And Actions of Deactivated Users
- Restore Inactive Users
- Restriction List Management
- Temporarily or Permanently Deactivating a User
- The Form Template: Drafts And Revisions
- ‘Only Access Own Findings’ User Role permission
- Documents
- The Documents module provides a repository for all documents and attachments that are added in the CMO application.
- Events
- The Audits and Assessments solution will allow user to manage Audits, Inspections and Self Assessments in a single location.
- 'You do not have rights to perform the Audit' error
- Adding Type / Category to an existing Event
- Allow Scheduling Creation of Events by Time
- CMO - How to resolve the error message "WARNING - Audit is Empty" on performing a Event/Audit in the CMO iOS Application
- CMO - Understanding of How the Events Scoring works
- Copying Answers from the Previous Event Using Form Configuration
- Creating Event Categories
- Creating Event Types
- Enabling Roles for Event Status
- Exporting and Importing Event Templates
- How To Add A Default Comment On The iOS App
- How To Attach A Document To An Event
- How to Clear all the selected filters under Events Module displaying all Events
- How To Create A Scheduled Event
- How to export events data filtered by form to an Excel Summary Report using Events Module
- How to export events data filtered by form to PDF Summary Report using Events Module
- How to export filtered by status Events in a PDF Schedule Report via Events Module
- How to filter Events by Org Unit and Entity (Entities) under Events Module
- How to generate an Event Report for a specific Event in Events Module
- How to resolve the message of "Data range is too large. Please apply filters." while exporting the 'Excel Report' data in the Events module.
- How To Restart An Event's Workflow
- How to select or edit a specific Rows filter from the drop down menu in available Modules
- How to sort data by fields in ascending or descending order in available Modules
- How to stop a Scheduled event from creating future events in the system
- What is the character limit for the Multiple Line Text Box
- Findings Articles
- The Findings and Risks module allow the creation and management of Findings and/or Risks that are identified from Audits, Risk Assessments, Inspections or other unspecified sources.
- Frequency Rates and Targets
- The Frequency Rates module is functions to easily record the number of hours worked at an Org/Entity for a particular month.
- Logbooks
- Log books module is used as a registry to hold information like equipment or any other similar logistics that an organization wants to record.
- Obligations
- The Obligations Module is typically used to manage the obligations that a client must be compliant with.
- Changing the status of multiple Obligations in bulk
- CMO - How to add the Obligation Compliance Status as a mandatory feature to respond on completing the Action
- How to change Roles (Job Titles) and Responsible for obligations in bulk via Obligations module
- How to filter Obligations by various fields in Obligations module
- How to Import Obligations in the system
- How to view a deleted action(s) associated to an Obligation
- Obligation Status Management
- Obligation Topics Management
- Reports
- All Standard and Custom reports are in the Reports module.
- Action Question Report
- Action Report (inc verification)
- Action Report (with Additional Info)
- Action Report Age
- Action Trend Report
- Annual Event Report
- Client Schedule Report
- Consultant Metrics Report
- Contractor Work Authorization Report
- Detailed Event Report with Sub Events
- Document Control Report
- Event Aggregate Score Report
- Event Excel Report
- Event Report - Mechanism of choosing the top six images from the Event to display in the Event report
- Form Summary Report
- Global Monitoring Report
- Hours Worked Report
- How to generate a Standard Report
- How To Schedule Recurring Reports
- HSEC Alert Report
- HSE Monthly Dashboard Report
- Incident Alert Report
- Org Unit Event Report
- Org Unit Scores Report
- Org Unit Target Scores Report
- Response Trend Report
- Risk / Action Image Report
- Top 5/Bottom 5 Frequency Report
- Top/Bottom NC Responses Report
- Sources
- The Sources Module is typically used to manage sources. Sources could be acts of legislation, permits, regulations, and licenses that an organization needs to be aware of and compliant.
- Training
- The Training module is used to create, manage, and distribute required training and competencies by job function within an organization.