Support Videos

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.

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]