---
title: "Guided Tasks"
description: "Guided tasks for WHS practitioners, from reviewing a SWMS to preparing a board paper, each starting from a practitioner's structure."
url: https://safetylm.ai/product/guided-tasks
---

Guided Tasks

# Guided Tasks

The work practitioners do every week, already structured

[Join the waitlist](https://safetylm.ai/waitlist)

## What it does

### Start from a structure

Each task begins from the shape an experienced practitioner would use, so the first draft is already organised: a SWMS review in the document's own order, an ICAM investigation from first account to contributing factors, a board paper on one page a director can act on.

### Add what's yours

Add the site, the hazard, the incident or the document, and SafetyLM works through it with the sources in view. A task fills the question box first and nothing is sent until you press Send, so you can shape the request; the review tasks need a document attached.

## Every task, one way of working.

1. ### Pick a task Choose a task from review, investigate, build, brief or audit, or ask in your own words.
2. ### Add your detail Add the site, the hazard, the incident or the document. Review tasks ask for the document first.
3. ### Check the sources Every cited section is checked against the passages the answer drew on.
4. ### Take it to Word Export the draft to Word with the checks attached, or copy it straight into your own template.

### Review

Read a document the way an experienced reviewer would.

- Review a SWMS Gaps, weak controls and what good looks like, in the document's own order.
- Check a JSA Is every step's hazard and control there, and does it match how the job is actually done?
- Review a procedure Does it say how the work is really done, and could a new starter follow it?

### Investigate

Structure an investigation from the first account to the actions.

- Structure an ICAM investigation From a first account to contributing factors and actions mapped to each.

### Build

Draft the documents a site runs on.

- Draft a WHS management plan An outline for a project or site, with what each section must say and who owns it.
- Toolbox talk A 10 to 15 minute facilitated discussion guide, not a lecture.
- Safety alert One page, under 250 words: what happened, what we learned, what to do.

### Brief

Prepare the people who carry the duty.

- Critical risk briefing One critical risk: how it kills, the controls that matter, and what to check.
- Officer due diligence briefing What an officer must do, what to ask for, and what the evidence looks like.
- Prepare for an inspector visit Before, during and after: rights, obligations, what to have ready, what not to do.
- Board paper One page a director can act on: the decision sought, the position, the risk in business terms.

### Audit

Plan, run and record an audit.

- Audit checklist Criteria with their source, the evidence that shows conformance, the questions to ask.
- Evidence request What to ask the auditee for, why, for which period, and in what form.
- Findings register Audit notes turned into classified findings with evidence, risk and an owner.

### A practitioner's structure

Each task follows the order an experienced practitioner works in, not a generic template.

### For your jurisdiction

Every task runs against the jurisdiction you chose, with Victoria and New Zealand flagged.

### On paid plans

Task templates and Word export come with Practitioner, Practitioner Max and Teams.

## Explore the suite of tools

### Document Review

Attach a SWMS, JSA, procedure or report. What the document cites is kept apart from what the sources confirm.

[Read more](https://safetylm.ai/product/document-review)

### Citation Check

Every section an answer cites is checked against the passages it drew on. What isn't found is shown, not hidden.

[Read more](https://safetylm.ai/product/citation-check)

### Jurisdictions

Choose where you work. Victoria and New Zealand are flagged, and penalty figures carry the date they were checked.

[Read more](https://safetylm.ai/product/jurisdictions)

## See how SafetyLM fits the way you work.

SafetyLM is opening in small groups. Join the waitlist and we’ll email you when your place comes up.

[Join the waitlist](https://safetylm.ai/waitlist)