Find your way around

The navigation, your personal queue, search and the assistant — the four habits that make the platform quick.

4 min read · Last reviewed 18 August 2026

“For me” is your home

The first entry in the navigation is not a module — it is your queue: the actions you owe, the acknowledgements and signatures waiting on you, and your unfinished drafts, merged into one list.

  • For most of the team, this page is the product: open it, clear it, done.

  • Counts in the navigation show where something needs attention, so you navigate to the red rather than from memory.

The navigation, in three blocks

  • Run the day-to-day — inspections, hazard reports, incidents, permits and actions: the modules your team touches every shift.

  • Registers — risk assessments, COSHH, fire safety and RAMS: the documents that live for years.

  • The organisation — sites, assets, contractors, training, documents and briefings: the structure everything scopes to.

Note: You only see modules you have permission to open — a shorter menu is not a missing feature.

Search and the assistant

  • Global search (the magnifying glass, or Cmd/Ctrl-K) jumps to any record or page by name.

  • The assistant bubble in the corner answers questions about your data — “how many actions are overdue?” — scoped to what you are allowed to see.

  • On a phone, the tab bar keeps your queue and the reporting modules one thumb away.

Tip: Search is the fastest way to move between records you already know exist; the assistant is the fastest way to answer questions you would otherwise build a report for.