The Engage Calendar brings together upcoming events and date-based records from across your organisation.
Quick steps
- Open the Calendar from the web or mobile app.
- Choose up to three event types to display.
- Select a date to create a new event if required.
1 Filter the calendar
Use the Calendar filters to choose the event types you want to see. See
Using Calendar Filters for detailed instructions.
2 Create an event
Select a date, choose New Event, and complete the required fields. Fields marked with a red asterisk are mandatory.
3 Invite employees
Add employees to the event before saving it. Invitees receive an email and can accept or decline the invitation.
4 Use the mobile calendar
Select the Calendar icon in the Engage mobile app to view available calendar information from your device.
Assign events and audits to groups
From the 5 October 2026 release, the assignment options include Branch Managers, Division Managers and Branch H&S Contacts. Select the appropriate group when assigning the event or audit.
Link forms to a calendar event
- Open the event setup on the web and complete the event details and assignment.
- Under Link forms to event?, select Yes.
- Select the relevant forms, then save the event.
For example, link a Site Safety Inspection form to a scheduled site audit so the person carrying out the audit can open the relevant form from the event.
Access linked forms on mobile
- Open Calendar from the bottom navigation in the Engage app.
- Find and open the event under Manually Created Events.
- In Event Details, scroll to Forms for this event.
- Tap the required form, then complete and submit it.
Form submission and event completion are tracked separately. Submitting a linked form does not mark the event as completed. Update the event separately as required.