Your Home dashboard tracks progress through five steps
Each step has a focused outcome and links to the area of the platform where you do the work
New organisations start at Step 1 (Foundation) with nothing complete
Steps build on each other; complete Foundation before moving on to Know Your Risks
The five steps are: Foundation → Know Your Risks → Act on Your Findings → Complete the Obligations → Go Further.
The step circles on the dashboard show your progress and are clickable; selecting a step takes you to the matching area of the platform. You can also use the links and action panels within each step.
Step 1: Foundation
Foundation establishes the governance structure your safety program runs on. It sets up a starter set of controls covering the basics every psychosocial safety program needs, such as:
Running scheduled risk assessments with worker consultation and surveys
Consulting workers on psychosocial risk management decisions
Registering identified hazards
Conducting routine and incident-triggered control reviews
Identifying all workers under your duty of care and making sure controls reach them
Each control opens directly from the dashboard. Complete the evidence listed for each one before moving on.
For more detail, see Assigning control owners and managing renewals and Adding evidence to a control.
Step 2: Know Your Risks
Once Foundation is complete, the Safety Program moves you to Know Your Risks. This step is about identifying and assessing the psychosocial hazards that apply to your organisation.
Know Your Risks takes you to the Risk Register (/app/risks), where you can:
Adopt risk scenarios from the pre-built library, aligned to your active frameworks
Create custom risk assessments specific to your organisation
Work through each assessment using the structured wizard
For more detail, see Conducting a risk assessment, Using the risk register, and Adopting risks from the scenario library.
Step 3: Act on Your Findings
Act on Your Findings turns identified risks into trackable controls. It takes you to the Controls page (/app/controls).
At this step you:
Review the controls surfaced by your active frameworks
Assign owners and set renewal frequencies
Add the evidence each control requires (in Records)
For more detail, see The control library, Assigning control owners and managing renewals, and Adding evidence to a control (Records).
Step 4: Complete the Obligations
Step 4 closes out the remaining mandatory controls and evidence across all your active frameworks. Finishing it means every legal obligation for the frameworks you have activated has been addressed.
The dashboard shows your progress as a fraction of controls complete. Controls are ordered so the most pressing work rises to the top: current focus first, then overdue or due-soon items, then by position in the Hierarchy of Controls.
"Obligations" is how the platform refers to the individual requirements a framework places on you. Completing this step is the same as satisfying those framework requirements.
Step 5: Go Further
Go Further is for organisations that have met their mandatory obligations and want to mature their psychosocial safety program beyond the minimum. Rather than a checklist, it points you toward the ongoing, continuous-improvement work that keeps your program strong, such as:
Deepening your understanding of the workforce with Detection analytics
Running further surveys and acting on the trends they reveal
Keeping controls effective through regular Reviews and worker Consultations
Broadening coverage by activating additional frameworks as your obligations grow
Producing board-ready reporting to demonstrate maturity over time