Video Tutorials
View our library of quick, step-by-step help tutorials. You’ll learn the basics and how to get the most out of your account.
Featured Tutorials
Administration
Tutorial: User Roles and Permissions
Learn how to add your additional users and grant them specific access based on your organizations’ needs in this 2 minute tutorial [Duration: 2:33]
Tutorial: Personnel Module Configuration
Learn how to add your additional users and grant them specific access based on your organizations’ needs in this 2 minute tutorial [Duration: 2:33]
Tutorial: Employment Application
Learn how to add your logo, and create your unique employment application for CDL, Non-CDL, and regular employees in this 2 minute tutorial [Duration: 2:15]
Tutorial: Additional Locations
Learn how to add additional locations and sub locations to your organization in this 2 minute tutorial [Duration: 2:26]
Personnel Management
Tutorial: Employee Importation
Learn how to add your employees and their key information into CSM in this 3 minute tutorial [Duration: 3:01]
Training Program
Tutorial: Master and Company Training Library Set Up
Learn how to set-up your training libraries for your organization in this 2-minute tutorial [Duration: 1:53]
Tutorial: Setting Up Training Vendors
Learn how to add your training vendors into CSM f to document outside vs in-house training for your employees in this 2-minute tutorial [Duration: 2:02]
Tutorial: Scheduling A Class
Learn how to schedule a training class. In this tutorial, we will show you how to schedule a class for your locations or sub-locations in this 1-minute tutorial [Duration: 1:37]
Asset Management
Tutorial: Asset Importation
Learn how to add your assets and key information into CSM in this 2 minute tutorial [Duration: 2:18]
Drug Testing
Tutorial: Substance Test Scheduling
Step by step instructions on how to schedule substance testing for your current employees within Compliance Safety Manager. The set up is explained in this 3-minute video tutorial [Duration: 3:04]
Tutorial: Recovering your ePassports
In this video tutorial, we will explain how to locate previously created ePassports in Compliance Safety Manager. in this 1 minute tutorial [Duration: 1:13]
DVIR Set Up
Tutorial: CSM to GeoTab
The GeoTab login page is used to sync the GeoTab Account credentials/details into save in CSM. The set up is explained in this 1-minute video tutorial [Duration: 1:31]
Tutorial: DVIR Alerts
Learn how to set up individual DVIR alerts and customized notifications for your pre and post trip inspections in this 2 minute tutorial [Duration: 2:36]