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Manage site risk assessments and compliance records.

Risk Assessments
Completed (Period)
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Open Corrective
Actions
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CA
Overdue
Actions
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!
Management
Review
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MR

Staff Overview

View and manage staff records that support training, compliance, and audit requirements across the business. Staff records link directly to training certificates and compliance documentation.

Add / Update Staff Member

Create new staff records or update existing details. Archiving a staff member removes them from active operational lists while retaining their history for audit purposes.

Add / Update Staff

Training & Staff Documents

Upload training records, certificates, and compliance documents linked to individual staff members using their Staff ID.

View Training Records

Staff Compliance Overview

The Staff Compliance Dashboard provides a central overview of verification, DBS, right-to-work, and quality performance across all active staff members in the system.

This view allows supervisors and management to quickly identify staff records that are overdue, due for review, or operating within compliance, supporting proactive workforce management and audit readiness.

• Staff verification and DBS status monitoring
• Right-to-work and document expiry tracking
• Cleaning quality trends and issue escalation visibility
Staff Register
Active staff members and archived records retained for audit history.
Show Archived Active Only
Staff ID Name Role Start Date Status Actions
CSS-004 Caroline McLaughlin Cleaner 2023-11-06 Active View Profile Verify
CSS-005 Chloe Connolly Cleaner 2025-08-06 Active View Profile Verify
CSS-006 Chuo Ann Yuo-Njem Cleaner 2025-10-26 Active View Profile Verify
CSS-007 Connor Reid Cleaner 2026-07-01 Active View Profile Verify
CSS-002 Donna Belfon Cleaner 2025-11-02 Active View Profile Verify
CSS-003 Jean Fowkes Cleaner 2022-11-20 Active View Profile Verify
CSS-014 John Davidson Cleaner 2025-12-23 Active View Profile
CSS-008 Karen Broady Cleaner 2024-11-02 Active View Profile Verify
CSS-009 Leah Booth Cleaner 2020-06-25 Active View Profile Verify
CSS-011 Louise Davidson Cleaner 2023-11-19 Active View Profile Verify
CSS-10 Maria Mansour Cleaner 2025-10-26 Active View Profile Verify
CSS-016 Melissa Sharpe Cleaner 2023-03-26 Active View Profile
CSS-015 Rebecca Hooper Cleaner 2025-08-03 Active View Profile

Sites Compliance Overview

The Compliance Dashboard provides a central overview of review and risk status across all sites in the system. It automatically evaluates the most recent Risk Assessment for each site and highlights where follow-up action is required.

From this view, you can quickly identify sites that are overdue, due soon, or within their review window, allowing you to prioritise compliance activity and maintain consistent standards.

• Live compliance status across all sites
• Automatic identification of overdue and upcoming reviews
• Direct access to site records and risk assessments
Training Register
Company-wide training overview (next due dates calculated using refresher frequency).
Staff ID Staff Name Course Completed Frequency Next Due Record Status Due Status Evidence
CSS-001 Laura Horner 2025-08-30 180 days 2026-02-26 Active Overdue View
Cleaning Quality Reviews
Record routine inspections and escalated quality checks. Low ratings automatically trigger corrective actions and management review.
+ Submit Quality Review
Quality Reviews – Management Overview
Frequency: 30 days • Due soon window: 7 days
Site ID Site Name Last Inspection Next Due Schedule Outcome Rating
13 Five Lamps Pub 2026-01-01 2026-01-31 Overdue Pass Good
4 Crown Inn 2026-01-02 2026-02-01 Overdue Pass Good
12 TEST - Cosy Club 2026-01-04 2026-02-03 Overdue Pass Good