Dashboard
What needs your attention today.
⚑ Attention Required
Survey Progress
Open Recommendations
| Client / Site | Highest Priority | High Open | Medium Open | Low Open | Total Open | Overdue | Oldest Open |
|---|
Documents Needing Action
View all documents →| Client / Site | Important missing | Optional missing | Oldest request | Follow-up |
|---|
Recently Completed
Recommendations
Every recommendation across every client, in one place.
Audit Log
Recent record activity across your organisation (most recent 200 events).
| When | User | Type | Action | Detail |
|---|---|---|---|---|
| Loading… | ||||
Documents
One row per client/site/visit — expand a row to see individual documents.
| No. | Client / Site | Visit | Requested | Total | Received | Pending | Waived/N-A | Follow-up |
|---|
Clients
Every client and site you survey.
| No. | Client | Industry | Sites | Active visits | Last visit | Open recs |
|---|
Sites
| Recommendation | Site | Priority | Status | Due |
|---|
Visits
| No. | Date | Type | Report/ref no. | Surveyor | Status | Docs pending | Open recs |
|---|
Mirrors your standard survey agenda document list. Tick off what's been received.
| No. | Document | Priority | Status | Next follow-up |
|---|
Same questionnaire every time. Tick Yes / No / N-A and add a note if info is missing or pending.
Use Special Sections for additional report topics that are not covered by the standard checklist. Only enabled sections will be included in the generated report.
Recommendations from this visit
| No. | Recommendation | Priority | Status | Due |
|---|
Completeness overview
Quick check before you write the report — what's answered, what's missing, what's flagged N/A. Updates automatically as you fill in the checklist, tables, notes and documents.
Unanswered checklist fields
Incomplete table entries
Details pending
Special Sections needing attention
Executive Summary
Auto-drafted from your checklist answers. Edit freely before generating — this is what goes on page one.
Replaces the current Executive Summary with a new draft based on the latest checklist answers.
Occupancy Description
Describe the company's operations, products, operating hours, workforce, building usage and general site activities. This will appear under Occupancy Description in the generated report.
Common & Special Hazards
This section always appears in the report. Write your hazard commentary here — this needs your judgment, so it isn't auto-filled.
Generate the report
Builds a Word-compatible document using the same cover page fields and section order every time. Every checklist section is included, marked "Not assessed" or "N/A" where relevant, so nothing silently disappears.