📋 Overview
The Compliance Calendar is a brand-new product area in UpKeep Safety that gives you one place to track every regulatory, safety, and permit obligation your organization is responsible for. Stay ahead of deadlines, automate recurring schedules, and tie each obligation directly to the safety and maintenance work it drives.
🔧 Key Capabilities
Multiple views — switch between Month, Week, and List views to plan at any horizon
Cross-module linking — link each obligation to Safety Events, CAPAs, Audits, JHAs, SOPs, LOTOs, SDS, and CMMS Work Orders
CSV and PDF export — pull your compliance schedule for audits, reviews, or reporting
Full notification flow — assignment, reminder, overdue, and completion notifications keep owners accountable
📝 Step-by-Step: Add Your First Task
Open UpKeep Safety and navigate to the Compliance Calendar under Safety Management.
Choose your preferred view — Month, Week, or List.
Click + Create Task.
Enter the task title, description, type, and due date
Assign an owner — they'll receive assignment, reminder, and overdue notifications automatically.
Under Linked Records, attach any related Safety Events, CAPAs, Audits, JHAs, SOPs, LOTOs, SDS entries, or CMMS Work Orders.
Click Save. The task now appears on the calendar.
💡 Best Practices
Link aggressively — tying obligations to Work Orders and CAPAs makes audit prep dramatically faster
Use the List view for reviews — it's the fastest way to scan what's due in the next 30/60/90 days
Assign a single owner per obligation — accountability is clearer than shared ownership
Export a PDF before every audit — auditors appreciate a clean, date-stamped schedule
🎯 Common Use Cases
OSHA recordkeeping cadence — track annual 300A posting, injury log reviews, and training refreshes in one calendar
Environmental permits — monitor renewal dates for air, water, and waste permits with automatic reminders
Equipment certifications — link crane, forklift, and pressure-vessel inspections directly to the Work Orders that carry them out
Internal audits — schedule recurring internal audits and link them to the CAPAs they generate
❓ FAQ
Where do I find the Compliance Calendar?
It lives inside UpKeep Safety under Safety Management.
Can I import obligations from a spreadsheet?
No, you cannot import tasks but you are able to export the full calendar to CSV at any time.
What happens when a task is overdue?
The owner receives an overdue notification, and the task is highlighted red in all calendar views until it's completed or rescheduled.
Can I link the same task to multiple records?
Yes — each task supports links to any combination of Safety Events, CAPAs, Audits, JHAs, SOPs, LOTOs, SDS entries, and CMMS Work Orders.