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How-To Guides

Practical, step-by-step guides for the tasks you do most in Tellus. Each guide walks you through a specific workflow from start to finish.


Chemicals & Inventory

GuideWhat You Will Learn
Add a Chemical to Your InventoryHow to add individual chemicals manually, including product details, hazard information, and site assignment
Upload an SDSHow to upload a single Safety Data Sheet and have Tellus auto-parse the chemical data
Bulk Upload SDSsHow to upload multiple SDS files at once for batch processing
Quick Import via PhotoHow to snap a photo of a chemical label and let Tellus extract the product information
Quick Import via BarcodeHow to scan a barcode to identify and import a chemical product
Review and Approve ImportsHow to review staged imports in the review queue and approve them into your inventory
Track Chemical QuantitiesHow to record quantities by location and use quantity data for Tier II and Fire Marshal reporting
Print GHS LabelsHow to generate and print GHS, NFPA 704, and HMIS compliant labels for secondary containers
Check PPE RequirementsHow to view AI-generated PPE recommendations for each chemical
Check Regulatory ComplianceHow to interpret regulatory list flags on your chemicals — OSHA PEL, TRI, CERCLA, Prop 65, and more
Manage the Product CatalogHow to view and edit your master product catalog, including container sizes and manufacturer details

Plans & Compliance

GuideWhat You Will Learn
Create a HazCom PlanHow to start a new Written HazCom Program in the Plan Builder
Answer the Plan QuestionnaireHow to complete the 7-section OSHA questionnaire, including AI-suggested answers (Premium)
Review and Approve a PlanHow to review a submitted plan and approve or reject it
Publish a PlanHow to publish an approved plan, making it the active plan for a site
Create a New Plan VersionHow to create a new version of an active plan for annual review or updates

Training

GuideWhat You Will Learn
Create a CourseHow to create a training course from scratch or use a starter template
Add Lessons and QuizzesHow to add video, PDF, slides, text, and external link lessons, plus build quizzes
Assign TrainingHow to assign courses to individuals, teams, or entire sites
Set Up Auto-AssignmentsHow to configure automation rules for new hires, role changes, and certification renewals
Generate a HazCom CourseHow to auto-generate a training course from your approved HazCom plan and SDS data
Track CertificationsHow to manage certification records, set expiration dates, and receive renewal alerts
Complete Your Assigned TrainingFor employees — how to find your assignments, complete courses, take quizzes, and download certificates
Run Training ReportsHow to generate completion reports, training matrix exports, and OSHA audit packages

Insights & Reporting

GuideWhat You Will Learn
View Your Compliance DashboardHow to navigate the Compliance Center, interpret your readiness score, and act on alerts
Monitor Chemical InsightsHow to review SDS coverage, understand your GHS hazard landscape, and identify inventory compliance gaps
Review Training InsightsHow to check training completion rates, identify overdue assignments, and monitor upcoming certification expirations
Use the EHS AgentHow to view AI-powered safety evaluations, review specialist findings, and understand automated actions (Pro)

Administration

GuideWhat You Will Learn
Invite UsersHow to send invitations, assign roles, and manage pending invites
Bulk Invite UsersHow to invite multiple team members at once using a spreadsheet
Manage Roles and PermissionsHow to customize what each role can access — from full admin privileges to read-only viewing
Add Sites and LocationsHow to add physical sites and sub-locations (warehouse, lab, office) to your organization
Update Your Company ProfileHow to edit your company name, address, industry type, and compliance settings
Manage BillingHow to view your current plan, upgrade or downgrade, and manage billing
Configure BrandingHow to customize your company's branding on certificates, reports, and exports