Health and safety documents

Share policies with your team and keep a record of who has read them.

1. In the sidebar, open Staff, then the Health & safety tab.
2. Click + New document. Write the text, or upload a PDF.
3. Choose which roles and locations it's for.
4. Click Publish v1.

Staff it applies to see a banner on My shift and confirm they've read and understood it. To update a document, use Edit / publish new version, and tick Required re-acknowledgment if everyone needs to read it again.

Outstanding only shows who still hasn't read it. Export CSV and Print view give you a record for inspections.