Open Consultations from the admin sidebar → Consultations (/app/consultations). For a wider picture of what a consultation is and how the module fits together, see Consultations overview.
What a good consultation record captures: Not just that consultation happened, but what came out of it: the input workers gave and how it influenced the decision. That is what makes the record useful as evidence.
Opening Consultations
Go to Consultations in the admin sidebar. The page shows:
A status bar with counts by status
A filter and sort bar
A list of consultations
Click + New Consultation to record a new one.
What each consultation row shows
Column | Meaning |
Consultation | Title and type |
Date | When the consultation took place or is scheduled for |
Location | Where it happened or will happen |
Linked To | The record(s) this consultation relates to (the column shows the first/primary link if several are attached) |
Status | Draft, Scheduled, Completed, or Cancelled |
Click any row to open the consultation.
Consultation types
Each consultation is recorded against a type that describes what was consulted on:
Risk Assessment Review: consultation that informed a risk assessment
Control Implementation: consultation on a control's design or rollout
Incident Debrief: consultation following an incident
Investigation Findings: consultation on the outcome of an investigation
Framework Adoption: consultation when adopting a compliance framework
Policy Change: consultation on a policy update
General Consultation: any other consultation
Format
You also record how the consultation was held. The available formats are In-Person Meeting, Video Conference, Phone Call, Toolbox Talk, Workshop, Committee Meeting, Team Meeting, and Other.
Status
A consultation moves through:
Draft: being prepared
Scheduled: booked but not yet held
Completed: held and recorded
Cancelled: did not proceed
Recording participants and their roles
The Participants tab is where you log who was consulted. For each participant you capture their role, their type, and their attendance.
Participant roles:
Worker
HSR: Health and Safety Representative
Manager
Union Rep
Consultant
Other
Participant type: each participant is also marked as Internal, External, or Anonymous.
Attendance: Pending, Attended, Absent, or Excused.
Why HSR involvement is captured explicitly: WHS legislation gives Health and Safety Representatives specific consultation rights, so their involvement is recorded as its own role rather than folded in with other workers.
Recording outcomes
On the consultation's detail page, the Outcomes section captures:
A short summary (for example, "Quarterly review of psychosocial risk controls and survey findings")
A more detailed description of the decisions made and how worker input shaped them
Linking a consultation to records
A consultation can link to one or more records, for example a risk assessment, control, incident, investigation, or framework. The create dialog starts you linking one, but a consultation can hold several links.
Multiple links per consultation: Each link appears both on the consultation and in that record's own consultation list. The list view's "Linked To" column shows the first/primary link when several are attached.