Everything a safety consultancy has to prove, in one place.
Safety and compliance · built for a safety and compliance consultancy · in daily use
118
questions in the assessment drawn on this page
24
site forms running on one engine
12
documents asked for by a single link
13
stops on a site walk, in walking order
Those figures describe the software, not a client business. The assessment on this page is an invented one, sized like the real ones.
[ 01 ] The problem
Everything existed. Nothing could be found.
“The proof is all there. It just takes me a day to find it.”
Policies on one drive, certificates in an inbox, signed forms in a filing cabinet, and one person who knew where each thing lived.
“Two of us scored the same client differently.”
The standard was in everyone’s head rather than on the page, and the scores lived in spreadsheets that were copied and then edited.
“By the time the report is typed up, the visit is a week old.”
Notes on paper, photos on a phone, both retyped in the office, and a fortnight of email chasing the documents that were missing.
How a site visit used to turn into a report
Paper on site
a clipboard and a pen
Photos on a phone
nobody sure which job
Retyped at the desk
a second chance to get it wrong
Chasing documents
by email, for a fortnight
Report, a week later
and the visit is stale
[ 02 ] The assessor’s desk
A drafted answer, sitting beside the exact lines it came from.
compliance console — document review
64 of 118 drafted
| Ref | Title | Status |
|---|---|---|
| A-04 | Written safety policy signed by senior management | Ready · 5 of 5 |
| A-07 | Policy communicated to all workers | Likely ready · 4 of 5 |
| B-02 | Hazard assessments reviewed at set intervals | Partial · 3 of 5 |
| B-05 | Hazard controls in place at the work site | Need data |
| C-01 | Worker orientation records, last 12 months | Ready · 5 of 5 |
| C-06 | Supervisors can describe the refusal-of-work process | Likely ready · 4 of 5 |
| D-03 | Preventative maintenance records for mobile equipment | Blocked |
| D-08 | Inspection findings tracked to closure | Partial · 2 of 5 |
B-02 · hazard assessments reviewed at set intervals
Are hazard assessments reviewed at the intervals the company's own procedure requires?
The company's hazard assessment procedure requires a formal review every twelve months and after any significant change. Six of the eight site assessments supplied carry a review date inside the last twelve months. Two — the Strathmore yard and the Beiseker pit — were last reviewed in March 2024. The procedure itself is current and correctly worded.
What was checked
- ✓A written review interval existsStated as twelve months in section 4.2.
- ✓Reviews are recordedSix of eight carry a signed review block.
- ~Every operating location is coveredTwo locations sit outside the stated interval.
- ✕A review after a significant change is evidencedNo record supplied for the 2025 crusher replacement.
Where it came from
Hazard Assessment Procedure, rev 6.pdf
“Each hazard assessment shall be reviewed at least every twelve months”
section 4.2, p. 11
Site HA — Strathmore yard.pdf
“Last reviewed: 14 Mar 2024”
cover block, p. 1
Site HA — Beiseker pit.pdf
“Last reviewed: 22 Mar 2024”
cover block, p. 1
Confidence — Medium
I would confirm whether a review was done for the crusher replacement and simply not supplied.
Why this one matters
Every name, figure and date on these screens is invented. The layout is exactly what the software does.
[ 03 ] What it holds
Six jobs that used to be six different piles.
Documents
Every policy, procedure and form for every client, with every version kept. You can see what changed, who changed it and when.
Tickets and certificates
What each worker holds, and the date it runs out. One screen tells you who is about to fall out of date, before a client finds out the hard way.
Training
Who has been assigned what, who has finished it, and the date it runs out. The courses themselves are taken on a separate training platform. What this holds is the record that came back and the expiry date nobody wants to be watching by hand.
Assessments
One hundred and eighteen questions, scored one at a time against the written standard, so two assessors looking at the same business land in the same place.
Site walks
The checklist sorted by where you physically stand, not by reference number. Photos, notes and ratings taken on a tablet with no reception.
The report
Cover, one page of findings, scores by area, the detail, and a plan for the next 30, 90 and 365 days. It prints without falling apart.
[ 04 ] How one assessment runs
Ask for the papers
one link, no sign-in
Read and rate
every rating quoted
Walk the site
offline, in walking order
Score the lot
against the written standard
Report and plan
30, 90 and 365 days
The same five steps every time, for every client, whoever is doing them. That is the part a consultancy can sell: not that the work gets done, but that it gets done the same way twice.
[ 05 ] The rule the software follows
If it cannot quote your own document, it does not answer.
It shows its working
Every drafted line carries the document it came from, the words as they were written, and the page. You can check it in the time it takes to read it.
It hands back what it cannot prove
No quote, no rating. The question goes to a person with the reason attached, and the report says how many were held back rather than quietly filling the gap.
A person signs it off
Nothing reaches a client, and nothing is sent to a certifying body, until the assessor has read it and put their name to it.
One question
out of a hundred and eighteen
Looks in your papers
the ones you sent us
No quote, no rating
if nothing matches
Goes to a person
with the reason attached
[ 06 ] The day of the visit
A tablet at a gravel yard with no reception.
On site
B-05
Hazard controls in place at the work site
- What to look at
- Guards fitted on the bench grinder and the chop saw. Eye wash within ten seconds' walk. Extension cords off the floor in walkways.
- Good looks like
- Guards in place, eye wash unobstructed and dated within the month.
- Gap looks like
- A guard removed and set aside, eye wash blocked by stock.
Notes
Chop saw guard fitted. Eye wash station blocked by a pallet of filters. Cord across the walkway at the parts bench.
IMG_2026-08-05_1142.jpg
IMG_2026-08-05_1143.jpg
- Each stop carries how long it usually takes
- Photos are taken and kept on the device
- Nobody signs in and nothing is installed
- It says what is still unrated before you drive away
Back at the desk
Safety assessment report
- Client
- Redstone Aggregates Ltd.
- Site
- Strathmore yard
- Reference
- RA-2026-014
- Date
- 9 Aug 2026
3.5
out of 5 overall
118 criteria · 106 rated · 12 held for a person
Management commitment and policy
4.4 / 5
Established
14 of 14 rated
Hazard assessment and control
3.1 / 5
Developing
19 of 22 rated
Safe work practices and procedures
3.8 / 5
Developing
16 of 16 rated
Worker orientation and training
4.1 / 5
Established
18 of 18 rated
Inspections
2.6 / 5
Early
11 of 14 rated
Incident reporting and investigation
3.4 / 5
Developing
12 of 12 rated
Emergency response
4.6 / 5
Established
9 of 9 rated
Contractor oversight
2.2 / 5
Early
7 of 13 rated
Strengths
- Policy is current and signed. Reviewed 4 Feb 2026 by the general manager.
- Emergency drills are run and recorded. Four in the last twelve months.
- Orientation records exist for all 34 workers hired since August 2025.
Where to focus
- Two sites’ hazard assessments are more than two years old.
- Thirty-one open inspection findings carry no completion date.
- No evidence that contractors’ safety records are checked before they start.
First 30 days
- Review the Strathmore and Beiseker hazard assessments
- Put a named owner against each of the 31 open inspection items
- Add a contractor check to the purchase order process
First 90 days
- Close or re-date every open inspection item
- Record a review after each equipment change
- Run one supervisor session on the refusal-of-work process
Within the year
- Move inspections onto a scheduled cycle with sign-off
- Re-check contractor records at renewal
- Add a management review of the whole plan each February
Detail extract
| Ref | Criterion | Rating | Priority |
|---|---|---|---|
| B-02 | Hazard assessments reviewed at set intervals | Partial | P2 · within 90 days |
| B-05 | Hazard controls in place at the work site | Gap | P1 · within 30 days |
| D-08 | Inspection findings tracked to closure | Gap | P1 · within 30 days |
| A-04 | Written safety policy signed by senior management | Meets | — |
RA-2026-014 · Confidential · Prepared for Redstone Aggregates Ltd.
Look at the line under the score: 118 checked, 106 rated, and 12 handed back to a person. A report that says plainly what it does not yet know is the one a board believes.
Every name, figure and date on these screens is invented. The layout is exactly what the software does.
[ 07 ] The other eleven months
Most of the work is not the visit. It is everything in between.
An assessment goes badly when the year before it went quietly. So the console spends the other eleven months collecting the things that will be asked for: the signed policy, the training that was actually finished, the certificate that expires in March, the manual that has to say the right muster point for the right pit.
Chasing paperwork is the job everyone hates, and it is the one that used to eat a fortnight of email per client. Now the client gets one link, sees the list, sends what they have from their phone, and can honestly tick “I do not have this” instead of going silent. The consultancy can see, at a glance, who is holding everyone up.
Training is the same story told differently. The course itself is taken on a separate training platform, which is the honest version: that part was bought, not built. What this does is hold the result against the named worker, watch the date it runs out, and put it on one screen. When an insurer asks for proof that a named worker was trained on a named date, it is one button rather than an afternoon.
What we have not built
- Nothing here sends a text message. There is no texting in this build at all, not switched off but simply not there, so treat it as work to be priced rather than something waiting to be turned on.
- Nothing here submits anything to a certifying body. A person copies the result across, on purpose, because that is the point at which someone should be reading it.
- The renewal reminder dates are worked out and shown. Sending them out on a timer is a short job that has not been done, and we would rather say so than let you find out in month eleven.
We would rather write this section than have you find it out yourself in month eleven.
[ 08 ] Between assessments
Three screens the consultancy opens every week.
Redstone Aggregates — documents for the 2026 assessment
Please send these by 21 Aug 2026. There is nothing to sign in to.
1 Health and safety policy, signed and dated
HS Policy 2026 signed.pdf
I do not have this
2 Hazard assessment procedure
HA Procedure rev 6.pdf
I do not have this
3 Site hazard assessments, one per location
Site HAs (8 files).zip
I do not have this
4 Worker orientation records, last 12 months
Orientations Aug25-Aug26.xlsx
I do not have this
5 Training certificates for current workers
Upload
I do not have this
6 Inspection reports, last 12 months
Inspections 2026.pdf
I do not have this
7 Incident and near-miss reports
Incidents 2026.pdf
I do not have this
8 Emergency drill records
Drill log 2026.pdf
I do not have this
9 Maintenance records for mobile equipment
Marked as not held
10 Contractor pre-start checks
Marked as not held
11 Safety meeting minutes, last 12 months
Upload
I do not have this
12 Management review record
Upload
I do not have this
If a file will not upload, reply to the email this link came from and attach it.
Getting the paperwork in
One link. No account, no password, and an honest way to say a document does not exist.
The client opens it on their phone, sees exactly what is being asked for and why, and sends things one at a time as they find them. Two of the twelve here are marked “I do not have this”, which is a real answer and a far more useful one than silence.
On the consultancy’s side, the same list shows seven of twelve in, so nobody has to open an inbox to find out where a client has got to.
Proving the training happened
training — working near mobile equipment
18
Assigned
13
Complete
2
Overdue
8 of 10
Pass mark
| Worker | Position | Assigned | Completed | Score | Renews | Status |
|---|---|---|---|---|---|---|
| Marcus Whitecalf | Labourer | 02 Jun 2026 | — | — | — | Overdue, 68 days |
| Trent Boychuk | Crusher operator | 02 Jun 2026 | — | — | — | Overdue, 68 days |
| Jasleen Sandhu | Yard supervisor | 02 Jun 2026 | 03 Jun 2026 | 10 of 10 | 03 Jun 2027 | Complete |
| Curtis Lafleur | Loader operator | 02 Jun 2026 | 04 Jun 2026 | 9 of 10 | 04 Jun 2027 | Complete |
| Bev Kowalchuk | Scale house | 02 Jun 2026 | 11 Jul 2026 | 8 of 10 | 11 Jul 2027 | Complete |
| Hana Ito | Office administrator | 14 Jul 2026 | 15 Jul 2026 | 9 of 10 | 15 Jul 2027 | Complete |
Certificate of completion
Working near mobile equipment
Curtis Lafleur
- Completed
- 4 June 2026
- Score
- 9 of 10, pass mark 8
- Certificate number
- TC-2026-00417
- Renews
- 4 June 2027
Recorded by the system when the quiz was passed. Not claimed by the learner.
One template, every client’s manual
document builder — safety manual, aggregate operations
Template — Beiseker Gravel Ltd.
Before it can be sent
2 fields outstanding
- Muster point for the Beiseker pit
- Name of the first aid attendant on afternoons
Fields that fill themselves in
Client name · number of workers · province · sites · signing officer
Beiseker Gravel — Safety Manual 2026.docx
148 pages · generated 9 Aug 2026
Every name, figure and date on these screens is invented. The layout is exactly what the software does.
[ 09 ] What they own
It is their software, and their clients’ records, whatever happens to us.
It is theirs from the first day
The software lives in accounts in their own business name, not ours. Nothing is held back and there is nothing to pay to leave.
Their records come out whole
Every client file, every rating, every certificate, downloadable in one go, in a form another business could read.
Someone else could pick it up
It is built with ordinary, widely used tools and written down in plain language, so they are never stuck with something only one person understands.