Today

1. 1
   Add your first employee

   Names, roles, teams, start dates — the anchor for every workforce record.
2. 2
   Add your first service user

   The anchor for care plans, feedback, incidents and safeguarding.
3. 3
   Upload key policies

   Safeguarding, Medication, IPC, MCA/DoLS, Complaints, Whistleblowing.
4. 4
   Upload the training matrix

   Mandatory training compliance, expiry tracking, evidence pack.
5. 5
   Upload the supervision tracker

   Cycle, dates, outcomes.
6. 6
   Log your first audit

   Daily log audit, medication audit, care plan audit.
7. 7
   Record a complaint (if applicable)

   Complaint form, investigation, outcome and lessons learned.
8. 8
   Record an incident (if applicable)

   Incident, RCA, notifications and lessons learned.
9. 9
   Log an inspection request (if applicable)

   CQC, local authority, commissioner or Home Office.
10. 10
    Upload inspection evidence

    Anything you would hand to an inspector: audits, PIR, feedback.

• Ask AI to review a complaint or incident and flag missing information before you sign it off.
• Ask AI to analyse themes across incidents, complaints, safeguarding and feedback.
• Ask AI to draft inspection answers mapped to CQC Quality Statements using the evidence you have uploaded.

AI supports manager review. It does not approve or change records automatically.