Local record
Let a clean record close when its configured requirements have been met.
IN COMPLIANCE CORE AND COMPLETE + ADVICE
Stop losing the thread.
From check to closure.
When a certificate is missing or remedial work is still open, you need more than a date in a spreadsheet. Keep the visit, the evidence and the next action connected across your stores.
Talk through your complianceA FAMILIAR RETAIL SITUATION
“The engineer’s been.
We’re still waiting
for the certificate.”
That is progress. It is not necessarily closure.
Record the visit without pretending that everything is finished. Keep missing evidence and follow-up work visible, with an owner and a deadline.
ILLUSTRATIVE WORKFLOW
Service visitRecorded
CertificateAwaiting evidence
Remedial workFollow-up required
Overall recordStill open
An explanatory example, not a screenshot or a client record.
ONE REGISTER. YOUR APPLICABLE CHECKS.
Bring recurring
work into view.
Enable the checks relevant to each store and set the schedule agreed for your business.
- Fire evacuation drills
- Fire alarm servicing
- Emergency lighting
- Fire extinguishers
- Electrical EICR / fixed wiring
- PAT testing
- Gas boiler servicing
- Air conditioning
- Risk assessments
- Custom compliance records
Applicability and intervals should be set with your competent advisers. The app is not a substitute for a site-specific assessment.
VISIBLE FROM HEAD OFFICE
Know where
to look next.
See current, overdue and unscheduled checks without opening every store’s file.
Compare the next due date, last completed work and record state. Then open the underlying record when you need the detail.
Keep the distinction clear: an approved past visit and a current service schedule are not the same thing.
Explore screenshot CONTROL THAT FITS THE WORK
Review by exception.
Or require a sign-off.
Agree the appropriate control for each module during setup. Use closer review where judgement is needed, without making every clean record an inbox task.
Evidence required
Keep the record open until the required document has been received.
Exception review
Bring adverse results and follow-up work to the people who need to review them.
Mandatory review
Require an authorised review before closure, including otherwise clean records.
Receipt is not assessment. Receiving a certificate does not confirm that its contents have been technically reviewed. Choose the review controls your organisation needs.
A RECORD YOU CAN FOLLOW
Keep the next action
with the original work.
Clear responsibility matters most when a check does not go to plan.
Owned follow-up
Evidence, remedial work and rebooking requirements have an owner and due date in the action queue.
Independent verification
The person reporting or completing remedial work cannot also verify that work themselves.
Preserved decisions
Policy-governed records retain their configured requirements and a history of key actions. New policies apply to new records.
GOOD QUESTIONS
Let’s make
the detail clear.
Does this replace our H&S consultant?
No. Your organisation and competent advisers decide what is applicable, when it is due and what review is required. HSMApp helps you record, organise and follow that work.
Can we start with only the modules we need?
Yes. Store applicability and module controls are configured during setup. Start with a defined scope, agree the responsibilities and extend the rollout when the process works for your team.
What happens if a visit does not take place?
A policy-governed record can retain the unsuccessful visit and its rebooking requirement. It is not treated as a completed service just because a new appointment has been noted.
Will our historical records change when a policy changes?
New policy settings apply to newly created records. Existing records retain their original workflow. We will discuss your historical records as part of the rollout.
A HUMAN CONVERSATION. A PRACTICAL NEXT STEP.
Let’s map out your compliance.
Bring one recurring check that causes you a headache. We’ll use it to make the conversation concrete.