PRE-REQUISITES

Ensure you've learned the fundamentals of using Damstra Safety via our 'Damstra Safety Essentials' guide (click here).

PLANNER

Planner can be accessed via the left-sided navigation by clicking Governance > Planner menu item. Users have the option to view planner events either in a calendar or register view by selecting their preferred view .

Register view

Calendar view

The Planner feature provides users with a convenient way to access and review all upcoming and past events that have been recorded in the Compliance module and are relevant to Governance activities. This feature ensures that users can stay informed about important dates and activities. 

In the left-hand side, filters can help users find a specific event, events of a particular type, and events according to category.

Users also have the option to save filters that they use frequently, allowing them to conveniently apply the same filter multiple times by selecting it from the 'My Filter' section.

Users have the ability to add new Events directly from the planner by selecting Add and specifying the event's category, color, occurrence, date, and time.