Work Health & Safety
Identify hazards, report incidents, run inspections, track corrective actions, and manage workers' compensation claims and return-to-work plans.
Overview
The WHS module covers the full safety cycle:
Hazards
Recording a Hazard
- Describe the hazard and where it is
- Name a responsible person and a review date
Controlling a Hazard
Record what you've done using the hierarchy of control, strongest first:
Then record the residual risk - the likelihood, consequence and level that remain once the controls are in place. The difference between the initial and residual assessment is the evidence that your controls did something.
Hazard Status
Identified → Assessed → Controlled → Monitoring → Closed. A hazard under monitoring comes back at its review date rather than being forgotten.Incidents
Reporting an Incident
- Record what happened, when and where
- Add the people involved and how each was involved - injured, witness, reporter, first responder
Near misses matter as much as injuries here - they're the cheapest lesson you'll get.
Investigation
Incidents run Reported → Under investigation → Resolved → Closed. During investigation, raise corrective actions against the incident so the findings turn into work rather than a document.
Inspections
- Give the inspection an overall rating: satisfactory, needs improvement, or unsatisfactory
- Failed items become corrective actions
Inspections run Scheduled → In progress → Completed, or cancelled.
Corrective Actions
Corrective actions are the connective tissue of the module - they come out of hazards, incidents and inspections, and they're where safety work actually gets done.
Each action carries a priority (low, medium, high, critical), an owner, and a due date, and moves through Open → In progress → Completed → Verified. Anything past its due date is flagged overdue.
Verification is a separate step from completion on purpose: someone other than the person who did the work confirms it actually addressed the problem.
Workers' Compensation
Where an incident becomes a claim, the workers' compensation area tracks it end to end:
Insurance policies and premiums live in the Insurance guide; this is the claim and the injured worker.
Return to Work
A return-to-work plan brings someone back in stages rather than all at once:
- Create the plan against the worker and their claim
- Review at the end of each phase and progress, extend or adjust
- Close the plan when the worker is back to their pre-injury duties
The plan is the shared document between the worker, their manager, the treating practitioner and the insurer, so keep it current rather than retrospective.
Frequently asked questions
What's the difference between an incident and a hazard?
A hazard is something that could cause harm - it's forward-looking and gets assessed and controlled. An incident is something that did happen, and gets investigated. A near miss is reported as an incident, and usually creates or updates a hazard as well.
Why does a corrective action need verifying after it's completed?
Completion says the work was done; verification says the work fixed the problem. Keeping them separate means someone checks the control actually holds before the item disappears off the list.
Do I have to re-assess risk after adding controls?
Yes - that's the residual assessment. Recording it is what shows the control worked, and it's what an inspector or auditor will look for.
How do incidents connect to workers' compensation?
An incident that results in an injury with a claim links through to the workers' compensation record, which then carries benefits, medical certificates, assessments and any appeal. The return-to-work plan hangs off the same claim.
Can safety events trigger work automatically?
Yes - WHS events are available as Automations triggers, so you can route notifications, create actions or alert managers without anyone remembering to.
Tips
- Report near misses; they're the incidents that haven't cost you anything yet
- Always record residual risk - an assessment without it doesn't show the control worked
- Give every corrective action a real owner and a real date, not a team and "ASAP"
- Schedule routine inspections rather than doing them when something feels wrong
- Keep return-to-work plans current - a plan written once and never reviewed helps nobody
