OHS service delivery in one traceable client-by-client flow.
An occupational health and safety service provider does not have one process — it has dozens running in parallel, one per client workplace, every month. Statutory visit hours must be logged and defensible. Risk assessments must move from finding to corrective action without falling into a shared drive. Training attendance must exist the moment an inspector asks. Incident reports must reach the right authority before the deadline. Tenderely BPM connects all of these into a single, auditable flow for every client you serve, without writing a line of code.
What does an OHS provider repeat for every client?
01
Client workplace and worker records
Each client site has its own hazard class, headcount, statutory visit entitlement and assigned specialist and physician. When these live in a spreadsheet, keeping them current is a full-time job.
02
Statutory site visits
Specialists and physicians must visit each workplace for a legally defined number of hours per month. Scheduling those visits without double-booking across multiple clients, and then proving they happened, is a constant operational burden.
03
Findings and corrective actions
Every visit produces observations. Each observation needs an owner, a deadline and a close-out. A finding that sits in a Word document does not get fixed and does not prove due diligence.
04
Risk assessment
Fine-Kinney or any structured method requires likelihood, severity and frequency scores to be collected, combined, ranked and then acted upon. Doing this in a spreadsheet loses the approval trail.
05
Training planning and attendance
The annual training calendar, who attended which session, and the signed attendance records are audited in every workplace inspection. A missing attendance sheet is an instant finding.
06
Periodic medical examinations and incident reports
Workers due for examination need to be tracked before the deadline, not after it passes. Workplace accidents need a structured report that reaches the statutory body within the legal window.
Where does this break down today?
Statutory hours are calculated by hand
Each client's entitlement depends on headcount and hazard class. Tracking how many hours have been delivered against entitlement, across dozens of clients and multiple specialists, is done in spreadsheets that only one person fully understands.
Findings disappear after the visit
The site visit report is emailed as a PDF. The client may read it, may not. The corrective action either happens or it does not, and by next month nobody can say which findings from last visit were actually closed.
Training attendance lives in a folder
Signed sheets are scanned and stored somewhere. When an inspector asks for the attendance record of a specific session two years ago, finding it takes hours — if it can be found at all.
Incidents are reported late or incomplete
Accident reporting has a legal deadline. When the notification depends on someone remembering to fill in a form and email it to the right person, the deadline is easy to miss and the form easy to get wrong.
What changes with Tenderely BPM
01
Every client is a structured record
Workplace, hazard class, assigned specialist, assigned physician, contracted hours and worker list are all part of one record. When headcount changes, the statutory calculation updates from the same place.
02
Visit scheduling without clashes
Site visits are planned against each specialist's calendar. Conditional steps ensure the right professional is assigned to the right workplace, and the visit record captures exactly when it took place and what was observed.
03
Findings drive their own corrective actions
Each finding from a visit becomes a task with an owner and a deadline. Tenderely sends reminders when deadlines approach and keeps the finding open until it is explicitly closed, so nothing quietly disappears.
04
Risk assessment is a flow, not a file
Scores are entered, the method calculates the risk level, and the result goes through an approval step before it is finalised. The approval trail is part of the record and is there whenever it is needed.
05
Attendance is captured on the day
A public form or mobile entry collects attendance at the session itself. The record is timestamped, linked to the training and the client, and is searchable from day one — not from the day someone scans a folder.
06
Incident reporting has a built-in deadline
When an accident is logged, the notification flow starts immediately. SLA timers on each step warn before the legal window closes, so the report reaches the authority on time and the record proves it did.
FAQ
Can we manage multiple client workplaces separately without data mixing?
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Yes. Role-based and unit-level access means each client's records, visits, findings and training data are visible only to the people assigned to that account. A specialist sees their own clients; management sees across all of them.
Can clients see their own data without accessing your internal records?
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Yes. A client contact can be given access as a linked external user who sees only the records that belong to their workplace — findings, corrective action status, upcoming training dates — and nothing from your operations or other clients.
How does the platform handle the approval trail for risk assessments?
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Each risk assessment record captures who entered the scores, who reviewed the result and when each step was completed. Conditional branching means high-risk findings can be routed to a senior specialist automatically. The full history is always there.
Can we use it on a tablet or phone during a site visit?
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Yes. The same forms and flows run on the web and in the iOS and Android apps simultaneously, so a specialist can record findings, attach photos and log visit hours directly from the client site.
Is there a ready-made setup for OHS service providers?
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Yes. The OHS Services package installs with the core records, visit flows, risk assessment steps, training tracking and incident reporting already in place. You adjust each form to match your own service agreements and publish — the package is a starting point, not a constraint.