6. Governance and Evidence
Generate reports, read dashboards, run audits, capture compliance snapshots, compile inspection packs, and use the audit trail.
By Harrison1 author11 articles
Generating an on-demand reportOn-demand reports are generated from the Reports page (admin sidebar Governance Reports). Pick a template, give the report a name, and edit the resulting draft in the report editor.
Compliance snapshotsA compliance snapshot is a point-in-time capture of your organisation's full compliance posture, used for audit preparation and demonstrating improvement over time.
Governance and Evidence overviewGovernance and Evidence is the cluster of ReFresh modules that produce defensible records of compliance decisions and implementation of compliance controls.
Using the audit trailReFresh time-stamps every action across the platform. The audit trail is visible on each entity's Activity Log tab, providing end-to-end traceability from hazard identification through to...
Risk heatmaps and trend analysisRisk visibility in ReFresh is concentrated in three views: the Risk Profile on each survey dashboard, the Hierarchy Dashboard (sidebar Risk Assessment), and the Trend indicator on each survey.
The admin home dashboardThe Home page is the primary admin dashboard. It consolidates Safety Program progress, task status, and compliance posture into a single view.
The compliance dashboardCompliance posture is shown across several panels on the Home page. There is no dedicated Compliance module, but the Home dashboard aggregates compliance status from all other modules.
The Quarterly Board ReportThe Quarterly Psychosocial Risk & Culture Report is the primary board-ready report ReFresh ships. It covers compliance posture, framework progress, control effectiveness, evidence status, incidents...
Scheduling reportsScheduled report generation is supported today for the Quarterly Board Report. Additional scheduled formats and custom report templates are roadmap.
Audit managementAudit management tools track and schedule internal audits within ReFresh. Define audit scopes, assign auditors, generate audit reports, and track remediation of audit findings.
Compiling an evidence pack for a regulator inspectionWhen you receive a request for evidence from a regulator, use ReFresh to compile all relevant policies, procedures, training records, and audit reports into a single evidence pack for delivery…