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Initial setup must be carried out by an Administrator. Once a Safety Manager is assigned, they can manage ongoing configuration.
Initial setup requires Administrator access.

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Quick Start

1

Enable the module

Go to Administration > Modules and enable Safety Audit.
2

Assign a Safety Manager

In Administration > Users, assign the Safety Manager role to one or more staff members.
Until at least one Safety Manager is assigned, Administrators receive weekly alerts prompting you to complete this step.
3

Open the module

Reload the page and select Safety Audit from the main navigation sidebar.
4

Explore

Browse the 35 default Safety Areas and 280 Items. Assign relevant items to SLT members or individual staff to establish ownership from the start.

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Further Configuration

Access the management panel from the Manage option in the top-right dropdown menu.
The following configuration steps are available to Safety Managers:
  • Assign Safety Owners — assign owners to Safety Areas or individual items; owners receive automated weekly email reminders when items are Unapproved, Not OK, or Overdue
  • Disable inapplicable items — for example, disable swimming pool checks if your school does not have a pool
  • Archive items — permanently remove items that will never apply to your school
  • Add custom requirements — add any additional H&S requirements specific to your school
  • Set review dates — review dates default to annual; set them up to 18 months ahead to match your review cycle
Review dates will initially all be empty. Set dates once you have completed the initial audit.

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Day-to-Day Operation

  • Owners receive weekly email reminders for items that are Unapproved, Not OK, or Overdue — plus items due for review within the next 4 weeks
  • When you mark an item OK, the review date is set to one year ahead. If the item is due within the next 4 weeks, the date rolls forward one year from the current due date — keeping your review cycle on track
  • Record notes against each item to document how your school complies or plans to improve
  • Click an owner’s name next to any item to send them a quick email query
  • Print the completed audit for governors