WHS Compliance Guide

Understanding Your Hub Health Metrics

These three metrics sit at the top of your WHS Hub. Aim for high LTI days, zero overdue inspections, and corrective actions trending down — that's a healthy WHS system.

BlueSafe generates your entire WHS document suite — Management Plan, policies, procedures, baseline SWMS and SOPs — written specifically for your business based on the answers you provide.

1. Open the WHS System Hub from your main menu.
2. If this is your first time, click Start Business Profiling on the welcome screen.
3. Complete the WHS Questionnaire (~3 minutes). This captures your company details, industry, jurisdictions (states you operate in), worker numbers, sites, and high-risk activities.
4. Once submitted, your full WHS document suite is generated automatically — every policy, procedure, SWMS and SOP branded and tailored to your business.
5. Monitor progress in My Documents — documents show PENDING while in progress.

Each generated document starts in Draft. Review it, make any business-specific edits, then publish it as your official document.

1. From the WHS Hub, open Policies & Procedures, SWMS & Risk Assessments, and SOPs & Instructions.
2. Open each draft document and review the content — it already references your business, sites, and jurisdiction.
3. Use the document editor to adjust content if needed.
4. Click Review & Approve to move the document from Draft to Published.
5. Set the Review Period (e.g. 12 months) so the system flags documents for periodic review.

WHS compliance starts with knowing who's working for you and confirming they're competent for the role. Configure your workforce and onboard everyone through digital inductions.

1. Open Roles from the main menu. Define each role and the permissions for it.
2. Add your team in Workers — assign each worker a role so the compliance matrix knows what credentials to track.
3. For contractors, open Contractors and send invitations — they self-serve their own compliance uploads.
4. In Inductions, build multi-step induction templates (site induction, role-specific induction, refresher).
5. Assign inductions to workers — the system tracks completion, sign-off, and renewal dates automatically.

Published documents need formal acknowledgement. Workers and contractors must demonstrate they have read, understood, and agreed to follow each policy, SWMS, and SOP relevant to their work.

1. Open a published document.
2. Click Invite to Sign (or Assign Sign-off).
3. Select the workers or contractors who need to acknowledge it.

Most safety failures happen on site. Spin up a project workspace for each job, attach the right SWMS and risk assessments, and capture worker sign-on before work begins.

1. From the WHS Hub or Projects menu, click New Project and enter the client, site, and scope.
2. Attach the SWMS, risk assessments and SOPs that apply to the work.
3. Invite workers and subcontractors to sign on to the project documents — sign-off is captured digitally with timestamps.
4. Need a SWMS that doesn't exist in your library? Create one with the AI Custom SWMS Generator:
   • Open Documents from the main menu and click Add Document.
   • Choose the Custom SWMS option and describe the job (name + short description).
   • Answer the AI's clarifying questions about site conditions, equipment, and exposures.
   • The AI generates a tailored SWMS with hazards, controls, PPE, and pre/post-control risk ratings (~2 minutes total) and adds it to your company library.
   • Open the new SWMS, review the content, edit if needed, then click Review & Approve to publish it.
   • Once published, attach the SWMS to your project so workers can sign on to it.
5. Generated SWMS sit in your library alongside the rest of your documents — version-controlled, signable, and reusable across projects.

WHS evidence is built one day at a time. Your hub's quick-action buttons and Daily Operations cards make routine compliance frictionless.

Use the WHS Hub quick actions for the most common tasks:

• Report an Incident / Hazard — workers can log incidents, near-misses or hazards in seconds
• Complete Pre-Start — daily vehicle & plant checks before work begins
• Log Toolbox Talk — capture attendance and topics for safety talks

Open Daily Operations & Logs cards for everything else:

How you respond to an incident matters as much as preventing one. Every reportable event must be investigated, root-caused, and closed out with corrective actions.

1. When an incident is logged, use the Incident Investigation Report form to capture findings.
2. Run a Root Cause Analysis — identify the underlying cause, not just the immediate one.
3. Raise Corrective Actions — assign each to an owner with a due date.
4. Track corrective actions to completion — they appear on your hub's Open Corrective Actions metric until closed.
5. For notifiable incidents, complete the Notifiable Incident Notification Form within the regulator's required timeframe.

Regular internal audits and a formal management review keep your WHS system effective and aligned with ISO 45001.

1. Use the Monthly WHS Compliance Audit form for routine self-checks.
2. Run a full Internal WHS System Audit at least annually using the audit checklist eForm.
3. Log every finding as a corrective action — assign, track, and close.
4. Hold a Management Review at least annually, covering:
   • Incident, near-miss and hazard trends
   • Audit results and outstanding corrective actions
   • Worker compliance status and training gaps
   • Changes in legislation, sites or operations
   • Resource needs and improvement opportunities
5. Record decisions and action items — these become inputs to the next planning cycle.

WHS compliance is continuous. Keep your system alive with these ongoing activities:

• Log incidents and hazards immediately — don't wait. Workers can submit from any device.
• Close out corrective actions on time — open actions are visible on your hub dashboard.
• Run pre-starts and inspections on schedule — overdue inspections appear on your hub metric.
• Review documents when prompted — the system flags documents approaching their review date.
• Re-publish updated documents — this triggers worker re-acknowledgement automatically.
• Keep credentials current — high-risk work licences and tickets must not lapse.
• Refresh inductions on renewal — annual or role-change refreshers keep workers competent.
• Monitor your hub dashboard — LTI days, open actions, and overdue inspections give you an instant health check.