What this guide covers
- How to create an assessment in the web app.
- How to link a client or site when needed.
- How to keep safety records clear and easy to review.
How it works
Health and safety records should be easy to create before the work starts and easy to review later. The web app gives office staff and supervisors one place to manage that detail.
You can create an assessment before the customer record is complete, then link the client or site later if needed.
Common workflows
Create an assessment before work starts
Add the main hazards and controls early so the team has a clear record before visiting the site.
Link the assessment later
If you created it early, attach the client or site once the job details are ready.
Steps
Create the assessment
Web app -> Health & Safety -> New assessment- 1Open `Health & Safety` and create a new assessment.
- 2Add the title, hazards, and control measures clearly.
- 3Save the assessment once the key safety detail is in place.
Link it to the right record
Assessment detail -> Client or site- 1Attach the client or site if that information is available.
- 2If it is not available yet, save the assessment first and link it later.
- 3Check that the assessment is attached to the right place before the team uses it.
Review and update the record
Assessment detail -> Hazards and controls- 1Open the assessment when the site or job changes.
- 2Update the hazards or controls if the old version is no longer right.
- 3Save the changes so the latest safety information is easy to find.
Tips
- Create the assessment as soon as you know the work needs one.
- Keep the wording clear so staff can understand it quickly.
- Update the record when the site changes rather than leaving old hazards in place.