A health and safety audit
The auditor asks for training and medical records for a set of employees. The file is filtered and the requested documents export as a single package.
Contracts, diplomas, certificates, medical reports and identity documents live in one file. Documents about to expire remind you themselves, and anything an auditor asks for comes out in minutes.
What this runs on today

Employee records

The three situations we run into most often. If one of them sounds familiar, we have something to talk about.
Which copy of that contract is final — the folder, an email, someone’s desktop? Looking takes longer than the work itself.
Medical reports, driving licences, safety training and work permits have no calendar; an expired document surfaces during an inspection.
Anyone with access to the shared folder can open every personnel document, and nobody records who looked at what.
Every item is a real screen or flow in the product; we walk through them one by one in the demo.
Identity, contact, education, contract, assets and health records sit on the same card and accumulate from hire to exit.
Expiry dates are set for time-limited documents; an approaching deadline is flagged to both the employee and HR.
Which role may see which document is defined; every view and download is written to the audit log.
Records past their retention period are flagged, and a full document listing for a data subject request comes off one screen.
Address and contact updates and document uploads come from the employee; HR only approves them.
The documents required to start and to leave are defined as a list; the process does not close while any are missing.
Once it is set up, every period runs in the same order, and most of the steps happen on their own.
When hiring completes, the candidate card becomes an employee file — nothing is re-keyed.
The required list reaches the employee; what they upload passes through HR approval.
Expiring documents are flagged in advance and the replacement joins the same file.
Asset returns, signatures and document checks run off the leaver list, then the file is archived.
The same data is entered once. What this module takes in and produces is below — you do no extra work to move data between modules.
Takes the data in once and shares the same record with the other modules.
Not promises with numbers, but real setups. Let us go into the one closest to yours in the demo.
The auditor asks for training and medical records for a set of employees. The file is filtered and the requested documents export as a single package.
Driver licence and permit expiry dates are on record. A driver approaching renewal is seen in advance by both themselves and the fleet lead.
A large number of people start at once. The required document list reaches everyone together, and whatever is still missing is tracked on one screen.
A demo is not a presentation: we build your scenario and run it on screen. You leave with a written proposal covering scope and timeline.