User Guide for Best Practice Environment
The CMO User Guide contains articles on how use the application according to Best Practice, and is intended for anyone who uses the CMO software. This guide details each module and contains articles on how to configure and customize user settings and dashboards as well as how to manage actions, training, obligations, documents, and licenses. Please note, the information in the guides is updated to reflect Best Practice, version 17.0.
Welcome to the CMO Compliance User Guide.
Please note, this guide details modules as they appear in Best Practice so images, processes, and modules might appear differently depending on your company's environment and configuration. Contact your CMO Administrator or CMO Support if you need additional assistance.
- Actions
- This guide covers various processes in the CMO's Action module. It details how to set role permissions, create standalone Actions, how to configure Action notifications, and how to manage scheduled Actions.
- Ability to Hide 'New' Button on Action Register Page
- Ability to link Action to update multiple Obligation Compliance Statuses
- Add an Action to an Event Question
- Add Attachments and Hyperlinks to Actions
- Add a Reference to an Action
- Approving Actions in CMO
- Complete Assigned Actions
- Create New Actions
- Creating Standalone Actions via REST API
- Delete Scheduled Actions
- Edit and Delete Actions
- Edit Scheduled Actions
- How to Reallocate Recurring Actions
- Implement New Scheduler for Action/Event
- Manage Action Notifications
- Reallocate an Action
- Request Action Approval
- Request an Action Extension
- Scheduled Actions
- Send Action Reminder Notifications
- Admin Module Guide
- This guide is intended for CMO Compliance Superusers and Site Administrators and contains settings for every module in the application, including program set-up settings which control the server settings CMO uses to run properly.
- Dashboards and Widgets in CMO
- Create and configure dashboards and widgets in CMO Compliance.
- Add More Permissions to Dashboard
- Create a Dashboard
- Extended Response Summary Widget Configuration
- HSE Rate Formulas
- Make Dashboards the Landing Page upon User Login
- Multi Select Org Units on Dashboard
- My Training Plan Widget Configuration
- New Event / Finding / Action / User Shortcut Widget Configuration
- Overdue Training Widget Configuration
- Policy Attestation and Compliance Management Widget Configuration
- Public Access Dashboard
- Response Summary Widget Configuration
- Rich Text Widget Configuration
- Support Event Count Widget on WinApp
- Training and Competence Widget Configuration
- Event Import/Export Guide
- The Event Import tool allows users to import several lines of Events to the CMO web application.This guide details the Event Import process in CMO, which includes best practices tips and tricks, how to correctly export and set up the Excel sheet, and the steps to import.
- Access Risk Assessment Form Master Template While Performing Events
- Event Preview
- Export and Import Event Workflow
- Export/Import Roles
- Import and Export Event Categories
- Import and Export Event Severities
- Import and Export Event Type
- Import and Export Event Type/Event Category Link
- Mark Risk Assessment as Favorite In Events
- Sync API for Risk Assessment
- Sync API for Risk Assessment - Action and Finding Endpoints
- Obligations
- Manage Obligations in the CMO Compliance web application.
- Sources Permits and Licenses
- Create and manage sources, permits, and licenses in CMO.
- Training and Competencies
- Create, manage, and distribute training and competencies by job function within an organization.