Open Consultations from the admin sidebar → Consultations (/app/consultations).
Consult is not the same as notify: Sending workers an update or a notification is not consultation. Consultation means inviting input on a decision that affects their health or safety, and documenting how that input was considered.
What a consultation records
Every consultation captures four things:
What was consulted on (its type and the records it relates to)
How it was held (its format, date, and location)
Who took part (participants, their role, type, and attendance)
What came out of it (the outcome summary and how worker input shaped the decision)
Types
Each consultation is recorded against a type that describes what was consulted on:
Risk Assessment Review
Control Implementation
Incident Debrief
Investigation Findings
Framework Adoption
Policy Change
General Consultation
Formats
You also record how the consultation was held. The eight formats are In-Person Meeting, Video Conference, Phone Call, Toolbox Talk, Workshop, Committee Meeting, Team Meeting, and Other.
Participants
For each person consulted you capture three attributes:
Role: Worker, HSR (Health and Safety Representative), Manager, Union Rep, Consultant, or Other
Type: 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.
Lifecycle
A consultation moves through a simple lifecycle:
Draft: being prepared
Scheduled: booked but not yet held
Completed: held and recorded
A consultation that does not go ahead is marked Cancelled.
Linking to your safety records
A consultation can link to one or more records, so a single session can inform several pieces of work at once. Each link is one of:
Risk Assessment
Control
Incident
Investigation
Framework
The create dialog starts you linking one record, but a consultation can hold several. Each link appears both on the consultation and in that record's own consultation list.
Next steps
To record a consultation step by step, including participants, outcomes, and record links, see Recording worker consultation.