Site staff and managers with permissions for the selected workflow. Choose the correct project for site records.
Safety meeting minutes
Open Compliance, then Safety meetings. Open the occurrence and mark it held, or record a meeting already held. In Minutes, mark who attended, write the discussion and decisions, and add actions with an attendee owner and due date. Workspace members with access to the project and To-Dos get a linked task.
Save before selecting Download PDF or Email minutes. Review attendees and their email addresses before sending. Retry failed recipients from the delivery list. Actions completed in To-Dos are reflected in the minutes.
Forms
Open Forms to choose a template or assigned form, fill in its required fields and submit the record. Managers can maintain templates and assignments from the module.
If submission is blocked, check required fields, signatures and the project.
Policies and chase expiries
Open Policies to review current documents, approvals and upcoming reviews. Use Chase expiries to find records requiring follow-up and contact the responsible people.
Check your role when approval or chasing controls are unavailable.
Training Matrix
Open Training Matrix to view training by person and requirement. Update expiry and attach evidence when renewing an entry.
Check the training type and person before attaching evidence so it appears in the correct matrix row.
POWRA
Open RAMS, then POWRA, and choose the site. Record the conditions observed before work, the hazards and controls, and complete the required sign-off.
Open the latest saved assessment before resuming work after site conditions change.
Permits and site plan
Open Permits, select a project and choose the appropriate permit workflow. Use Site plan to locate permit activity against the site layout where available.
Check the project and any required approvals before changing a permit's status.
Temporary works
Open Temporary works and record or review the installation and associated design or inspection information against the project.
Keep the design reference, responsible person and inspection evidence together in the record.
Toolbox talks
Open Toolbox talks, choose a topic from the library, record the briefing and capture attendance. Use the settings and library controls if your role manages the programme.
Check for missing names or signatures before closing the briefing record.
SDS and RAMS templates
Use SDS to find and manage safety data sheets. Use RAMS templates to manage reusable assessment content. Check the current SDS revision before using it for a COSHH assessment.
If a sheet or template is missing, check company access and the document status.