Training Journey Archives

March 2026

Welcome to Sherm Update for March 2026

Improvements

Public Forms

These are now available for Incident Reporting, Hazard Reporting and Issue Reporting that can be accessed by both internal and external persons of the business. QR Code generation will be available and the QR Codes can be printed as stickers or signs, and/or published on your company website or Intranet.
Only accessible to the System Administrator of Sherm.

Training Journey

Training Journey has been updated to enable the creation of multiple training journeys.
Ability to set specific training journeys as a default for new employees that will schedule upon new worker being entered into Sherm.
Training journeys that are not selected by default for new workers can be developed based upon a position or multiple positions
Multiple position training journey will only display those trainings that are common across those positions.

Training Journey

Assign Notification Rights

Notification can be set for Health Information will be accessible in next build to production. We will also include “Department” for these notifications.

Assign Notification Rights

Workplace Inspection Module

Category Master

Removed the Category Master to simplify the scheduling process.
Inspection Masters are created for the sites that require specific inspections.

Inspection – Form Template Builder

Field Type: Master Data for Employee now enables the selection of Site, Department and Position.

Note: multiple sites / departments and Positions can be selected.

Example: Multi Site operation may only want to select specific positions to conduct Vehicle Pre-Starts, then only workers with those assigned positions across the selected sites will display. For this example, you may not even consider the use of Site and just select position/s. Once selected, you can view the Dropdown to check all relevant persons displayed.

Edit Field

Training Journey – Functional Update

Training Journeys are templates used to create and schedule training via the Schedule Training function.

Multiple Training Journeys can be created to suit different roles or position-specific training requirements.

Induction Training Journeys can be assigned to all positions relevant to new employees. When multiple positions are selected, only Training Masters common to all selected positions will be available for inclusion.

Setting a Training Journey as Default for New Employees will automatically schedule the journey when a worker is added to Sherm, with a notification issued to the worker.

You may create as many training journeys as you like.

Training

To ensure you get the most out of this function follow the following instructions:

Click Create Training Journey
Add Title
Select Positions (Note: if you select all positions as I have done with the Worker Induction above, only Training Masters that are common to each Position will display).
Choose either Yes or No to “Is this Journey Default” for new employess
Select Training and then go and link the CAT.
Save

In Training > Schedule Training, you can Schedule Training Journey

Manage Training Journey

CAT Verification

For validity, an email will be sent to the Participant upon the completion of an Offline CAT completed by the Facilitator. This is to ensure that such competency assessment tests are being completed as a one-on-one.

Fixes Completed

UI improvements to the Mobile App released in February.
Approved documents from Training Master now display in Scheduled Training in the Mobile App
Plant Risk Assessment Save & Submit button now active
Sort Training, CAT, Licence and Certificate alphabetically in select and deselect grid in Manage Position screen.
Pagination in CAT Master screen resolved
Resolved the issue of Inspection Type not displaying in Inspection Schedule Edit Popup.
Issue of not being able to delete in Risk & Opporutnity Register
Email issue sending to non intended users on adding Incident/Hazard.
Email and Dashboard Message for Scheduled Audit
Table of Contents pagination in View Audit Report and increase character limits to 15000 in Executive Summary and Recommendations

New Features

Learning Centre

We are working on a Learning Centre in Sherm and it is coming together quite nicely.

The purpose of this is to enable support for your workers in learning Sherm through onboarding which will make your life a bit easier.

Here is a sneaky preview of a pop up message that will display for new workers

Below in Learn the Platform, there are selections for Learning Paths and All Videos.

We will also add duration of how long a pathway will take and each individual video.

Additionally, in Manage Employee we will add a New Tab for Learning Records.

We expect this to be available in the next week or two.

Employee Performance Review

Currently we are in the review process of the Employee Performance Review. This feature will enable organisations to conduct structured, evidence-based performance reviews directly within the Sherm platform.

Administrators will be able to configure review templates covering safety performance, role competency, behavioural expectations, and WHS responsibilities. Employees complete self-assessments while managers conduct evaluations, hold review meetings, and finalise assessments with digital acknowledgement.

A key advantage is Sherm’s integration with existing system data — including incidents, hazards, inspections, training records, and corrective actions — providing objective evidence during reviews and strengthening accountability across the organisation.

Google Review

Share Your Sherm Experience – Leave a Google Review!

Your feedback makes a difference! I would love to hear how Sherm has supported your business—whether it’s the ease of use, the mobile app’s convenience, or our support.

⭐ Click HERE to leave a quick Google Review and share your experience with us.

Finally….

It is important to keep your procedures current and up to date and that changes are communicated to your work groups.

Stay happy, healthy, and free 😊

Best Regards,

The Sherm Team

Sherm Update for December 2025

Welcome to Sherm Update for December 2025

Improvements

Dashboard – Performance Indicator

Performance Indicator

The Dashboard Performance Indicator incorporates the overall performance against the targets set in Planning > Performance relating to % of Hazards, % of Incidents and % of Issues Corrective Actions completed, % of Completed Inspections against the schedule inspections, % of Incidents investigated, % of Audit Scores and meeting attendance.

Upon clicking the Performance a Bar Chart will display which can be downloaded if required.

Note: Period and Sites can be selected from the Dropdown Fields.

Performance

Employee Onboarding – User Access Status

Implemented a process to provide better feedback upon registration of a new worker and their access in Sherm.

The listing table now provides the Status of employees. These are explained as follows:

When a new employee is added, their login status is set to Email Sent as they will receive the Welcome Email to Sherm and their login credentials. Additional emails are sent at this time
1. Onboarding Training Requirements – as per Training Journey
2. Licence and Certificates – these are mapped from Manage Positions.
Upon receiving the Welcome Email and they have logged in, the user is required to reset their password and set up a Security Question from the invite mail, the status updates to Onboarded.
User will then have to log back in after changing their password, so upon successful login, the status becomes Active.
When employee leaves the organisation, their status will be Inactive.

The Help Feature has been updated to reflect this change. Consider update of internal documents.

Email Notification

If workers are added or imported to Sherm with out an email, upon email being added, the system will send the Onboarding email and Reset Password to the employee, even if the User Role notification is disabled.

Chemical Register

Include a text field to enable website address to be recorded. This has been found to be beneficial for suppliers who provide a link to their Safety Data Sheets via link.

Workplace Inspections

We will be removing the Category Master as it’s function is not warranted and can create confusion when multiple categories are populated. The Inspection Type – Master will include by default All Sites and we are looking at additional linkages to potentially remove the requirement for the Inspection Master.

Feature Rehash

Workplace Inspections

Form Building for Type of Inspection

To ensure you get the most our of Workplace Inspections, ensure the Form Builder template is active.

User Manual Form Builder

To access the Form Builder manual click on the Help button.

Then click on the link User Manual Form Builder.

If you have any questions or need assistance with Form Building, please email [email protected]

Mobile App

If workers are complaining about having to sign-in to Sherm via their Mobile App, have a toolbox talk reminding them they can set up Touch ID / FaceID. All that is required is:

Log into Mobile App
Click on the Hamburger that will open up the side Menu bar
Click on My Account > then Touch ID / Face ID.

For Face ID the settings on the device will need to be enabled, alternatively just use Finger Print.

Regarding the Face ID, see the Data Privacy Policy below.

Legal and Policy Updates

Privacy Policy see HERE
Data Privacy Policy HERE
Sherm Software Terms and Conditions updated in Sherm Portal

Fixes Completed

Upon completion of CAT, Attendance status has been fixed. New status are Abscent being not attended and Present, having completed.
Manage Employee – check box for Next of Kin has same address? is holding.
Mange Employee Filter status was not holding post introduction of new status for Email Sent, Onboarded.
Training Journey workflow fixed not to flick back to My Training but to the Commence Training Journey page.
Fixed the display for female profiles in the Admin Panel as they were displaying as male. The Organisational Chart was not affected.

Pipeline Improvements

Public Forms: these will be available for Incident Reporting, Hazard Reporting and Issue Reporting that can be accessed by both internal and external persons of the business. QR Code generation will be available and the QR Codes can be printed as stickers of signed, and/or published on your company website or Intranet.
Training Journey: Will make the existing Training Journey location so this is a Master File then moving forward all Training Journey’s will be scheduled through the usual Schedule Training. This will ensure that workers can access their Training via the Mobile App.
Workplace Inspection Module: We will be removing the Category Master as it’s function is not warranted and can create confusion when multiple categories are populated. The Inspection Type – Master will include by default All Sites and we are looking at additional linkages to potentially remove the requirement for the Inspection Master.
Assign Notification Rights: request to include Health Information will be accessible in next build to production. We will also include “Department” wise for these notifications.

Please Share Your Sherm Experience – Leave a Google Review! 🏆

Your feedback makes a difference! I would love to hear how Sherm has supported your business—whether it’s the ease of use, the mobile app’s convenience, or our support. Think of it as your Christmas Present to me 🤩

⭐ Click HERE to leave a quick Google Review and share your experience with us if you have not done so already.

Sherm’s Referral Program – A Win-Win for Everyone!

The Referral Program that is accessible via Welcome Dropdown in the Web App and My Account in the Mobile App is now a $500 electronic gift card of their choice!

In these challenging economic times, I’m excited to give back to those who support and recommend Sherm. After all, we all know referrals are the lifeblood of any business.

Christmas New Year Break

The office will be closed from 4pm Tuesday 23 December and will re-open on the Monday 5 January 2026.

Should emergency support be required during this time, please contact me via mobile.

Wishing you, your staff and loved ones a very merry Christmas and look forward to working with you again in the new year!.

Thank you all for your support, suggestions and feedback regarding Sherm. It has been an honour to serve you and provide you with improvements and opportunities to achieve your stated goals.

Stay happy, healthy, and free 🌻

Best Regards,

The Sherm Team
- Caroline, Marnie, Symone, Hitesh, Nilesh, Shuma and Bronte

Sherm Update for September 2025

Welcome to Sherm Update for September 2025

Improvements

Custom API for Sherm

Sherm Software now has a Custom APIs for fetching Employee, Plant and Contractor and details. As part of the API the team have created additional security configuration especially for external API and validation through generation of JWT token. The interface for the Developer Portal generates an access key and secret key.

API Documentation for entire external/open API process, which is displayed in the Developers Portal of Sherm, which is only available to the Sherm Admin.

A monthly charge of $10 / month will apply. To gain access to our API, please send request to [email protected] and advise if you would like to pay monthly or annually.

Marnie will raise invoice and open the Developers Portal upon receipt of payment.

Training Journey

A Training Journey is now available for use. Option available to select if the Training Journey is default for New Employee or not.

The Training Journey is based upon the Position so various Training Journeys can be set up based upon Manage Position of the new worker, or existing worker.

Once the Training Journey is scheduled, the user will access their Training Journy from My Training > My Training Journey.

Document Register – Bulk Update

Now it is possible to do bulk UPDATE DETAILS within the Document Register and applies ONLY to those documents that are Due to Review.

Process

Go to Document Register
Open Filter and sort the documents by Status “Due For Review”, then utilise other filters, example Doc Type “Safe Work Procedure”, then click Search. You may consider opening table to 20 files rather that the default 10.
Next select the documents by clicking the checkbox next to the file
Click on the Update Details Button (Top Right near Upload Document)
The select the Owner, Approver, and the Date for Next Review, then click Save as shown below.
When you next update through the Document Register, a comment is maintained in Description “No content changes were made – metadata update only”

Action

In Document Templates, a new section has been added into the Documentation and Document Control Management Procedure to support the update of this procedure.

Inspection Management

Now you can Add Risk Assessment upon completion of a Workplace Inspection in the Web App only. Work is underway to make this feature available also in the Mobile App along with Add Corrective Action within the form.
The Add Risk Assessment button is located at the bottom right of the screen near Add Corrective Action, Save and Save & Submit buttons. (see below)
The completed Risk Assessment will display in the PDF Inspection report

Action

In Document Templates, a new section has been added into the Workplace Inspection Management Procedure to support the update of this procedure

Instructional Information

Plant Register – Decommission Equipment

To remove a Plant Item from the Plant Register, simply click the Delete button. If the Item has been involved in an incident and has been linked via the Incident Report, a log is maintained in the Plant Register > Records. In such instances, the plant item cannot be deleted, it will be Decommissioned.

Therefore, in the Risk Assessment tab, select the Decommission button and add date and comment. These items can always be referred to through changing the Filter and selecting Decommissioned.

Incident Management

The Primary Admin can ensure incidents of a private nature are kept “Private”. We have updated the screen with a Help Icon tool tip.

Action

Please update your Incident Reporting and Investigation Management Procedure to include the following under section 4.1 Reporting: “In the event an incident is of a private nature, the Primary Admin can mark the Incident as “Private” These incidents are only accessible to: the Reported By and Reported To persons, users assigned corrective actions, the Investigator and the investigation team members”.

Fixes Completed

User Notification Bell – prevent reactivation post reading of messages
Double up emails being sent from Planning Module upon Releasing the Plan.

New Features

We are considering the following new developments and would be interested in your feedback.

LLM Chatbot in Documentation Module to ask questions and provide responses based upon your documentation.
CAT Verification along with LLM creation of interactive CATs.

Note the use of LLM will be database specific with high-level security controls! I don’t trust AI!!

Share Your Sherm Experience – Leave a Google Review! 🏆

Your feedback makes a difference! I would love to hear how Sherm has supported your business—whether it’s the ease of use, the mobile app’s convenience, or our support.

⭐ Click HERE to leave a quick Google Review and share your experience with us.

Sherm’s Referral Program – A Win-Win for Everyone! 🎉

Make sure you share with your team the Referral Program. This can be done through User News and Notifications and would really help us to continue our growth.

When a referral is successful, the referrer will receive a $200 electronic gift certificate of their choice!

In these challenging economic times, I’m excited to give back to those who support and recommend Sherm. After all, we all know referrals are the lifeblood of any business.

Finally….

It is important to keep your procedures current and up to date and that changes are communicated to your work groups.

Stay happy, healthy, and free 😊

Best Regards,

The Sherm Team