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