A practical start. A considered rollout.
Start with a defined workflow and a team that will use it. Agree on the source data, responsibilities, and review steps before broadening the rollout.
Start with one workflow.
Build from there.
Understand the setup, clarify your data, and give the team a useful first task. Migration assistance and enterprise rollouts are scoped with you.
Plan your rollout- 01Choose your starting point
Identify the team, worksites, and workflow you want to bring together.
- 02Prepare the right information
Review people, establishments, current records, and access responsibilities.
- 03Review the first result
Walk through a real task with your team and check the record it produces.
What to prepare
You do not need to organize every record before a first conversation. Bring a representative example and a clear picture of the work.
- Establishments, worksite jurisdictions, and team responsibilities.
- One current incident, inspection, training, or contractor workflow.
- The spreadsheets, documents, and exports you want to discuss.
- Who can review records, invite users, and approve external access.
Choose the right starting path
Employer organizations can start a 30-day Growth trial with no card required. Contractors use the employer workspace model. The selected subscription plan applies after conversion.
Consulting firms use the partner application and guided onboarding path. Carriers discuss their loss-control requirements through an enterprise inquiry.
Review plans and entitlements →Migration assistance is scoped
Source systems, field mappings, historical attachments, and available exports affect the work involved. Confirm the supported import path and review a sample before agreeing on the scope. No universal migration duration is promised.
Your team validates the imported information and any recordkeeping decisions. Customer records are never sent through the public product tour.
Review procurement early
Discuss access, data residency, security, support, and any contractual requirements before rollout. Certification and accessibility work remain in progress where stated; documentation availability is explained in the Trust Center.
Review trust and procurement information →Bring your next safety workflow together.
Create your account, pick a plan, and start building your safety system of record across all 51 OSHA jurisdictions.