When a regulator visits or requests evidence, compile an inspection pack from the Quarterly Board Report plus on-demand reports plus the underlying evidence in your library. A dedicated one-click inspection pack export is on the roadmap.
The Quarterly Board Report is the most comprehensive single document for inspection use today
Supplement with on-demand reports for module-specific deep dives
Pull supporting evidence from the Documents and Policies pages
Use the audit trail to demonstrate continuous management
A dedicated one-click inspection pack export is on the roadmap
(Roadmap: dedicated one-click inspection pack export.)
Putting an inspection pack together today
The recommended sequence:
Generate the latest Quarterly Board Report as the cover document (see "The Quarterly Board Report", 6.6)
Generate on-demand reports for any module-specific deep dives the regulator has flagged (incidents, risk register, framework-specific compliance posture)
Pull the relevant evidence from the Documents and Policies pages, filtered by framework
Reference the audit trail in the cover note (see "Using the audit trail", 6.11) to demonstrate continuous management rather than a point-in-time effort
Export everything to PDF for transmission
Bundle the resulting files into a single inspection pack folder for handover.
What regulators are looking for
Regulators inspecting psychosocial compliance typically want:
A clear narrative of how the organisation manages psychosocial risk (Quarterly Board Report)
Evidence that hazards have been identified and assessed (Risk Register, surveys)
Evidence that controls are in place (Controls page, evidence library)
Evidence that incidents are investigated and acted on (Investigations, Hierarchy of Controls assessments)
Evidence that workers are consulted (Consultations module)
A demonstrable audit trail of all of the above
ReFresh's structure already maps to these expectations; the inspection pack is the formatted handover.
Compliance snapshot before the visit
Before a known inspection date, take a compliance snapshot (see article 6.8) so the regulator's reference point is stable. This protects you from posture changes during the inspection process being mistaken for inconsistency.
Roadmap: one-click inspection pack export
A dedicated one-click inspection pack export is in development. When live, it will:
Generate the latest Quarterly Board Report
Append all required on-demand reports
Bundle the underlying evidence by framework
Export the result as a single PDF or zip file ready for handover
Related articles
The Quarterly Board Report (6.6)
Compliance snapshots (6.8)
Audit management (6.9)
Using the audit trail (6.11)