Actions & close-out

Turn issues into action. Follow them through.

Assign an owner, set a due date and keep the evidence with the work.

Core features:

CaptureAssignTrackClose
Actions
Open · all sites
4 open
PN
Replace spill kit, storage yard
Priya Nair · due today
Due today
SO
Replace fuel cap · generator
Sam Okafor · due 18 Oct
Open
PN
Re-issue SWMS-1042
Priya Nair · overdue 2 days
Overdue
JW
Order hi-vis vests
Jess Walsh · due 25 Oct
Open

What you get

Assign an owner, set a due date and keep the evidence with the work. Add the details, set a due date and assign it to the right person.

Benefits

Make the next step clear.

Add the details, set a due date and assign it to the right person.

Make the next step clear

Add the details, set a due date and assign it to the right person.

See what is still open

Check status, due dates and owners across your sites.

Keep the close- out record

Store the evidence with the action so it’s all in one place.

Update the work from site

Keep information up to date, where the work happens.

Capture

Turn issues into actions.

Assign

Give each action an owner.

How it works

Turn issues into action. Follow them through.

  1. 1

    Capture

    Turn issues into actions.

  2. 2

    Assign

    Give each action an owner.

  3. 3

    Track

    Keep work on track.

  4. 4

    Close

    Add the evidence and close out.

Why choose SiteSherpa

Give every action a clear next step.

New action
From hazard HAZ-0042
What needs to happen
Describe the action
Owner
Choose a person
Due
Pick a date
Create action
ACT-0107 assigned to Priya Nair
Turn issues into actions with a clear next step
Give each action an owner and a due date
See what is still open across your sites
Keep the close-out evidence with the action
Update the work from site
Frequently asked questions

Questions managers ask us before they book a demo

Every concern you have about switching over, your budget and whether the AI actually works on site, answered below.

How long does it take to get set up?plus

Most teams are live in days, not months. With our Done-For-You WHSMS service, your system is ready before you even log in — see the implementation page for the week-by-week picture.

What is the difference between a Full User and a Field User?plus

Full Users run the system: dashboards, configuration, reporting. Field Users do their part from a phone: sign documents, complete inductions, report incidents, acknowledge messages. Most businesses run a handful of Full Users and give every worker a Field User seat.

Who is SiteSherpa built for?plus

Any business with WHS obligations. Construction and mining are where we've built the deepest expertise, and the platform covers the hazards, controls, and documentation high-risk sectors need — civil, manufacturing, transport, facilities management, government and healthcare included — with alignment to standards like ISO 45001.

What does it cost?plus

Simple volume pricing: the more users, the less you pay per user, and every plan includes all platform features and AI tools. Book a demo and we'll walk you through it.

What does the ISO Gap Analysis include?plus

A clause-by-clause gap report against ISO 9001, 45001, or 14001 — rated by severity, with a prioritised action plan and a downloadable PDF/Excel report. Delivered in 24 hours (Rapid) or 5 days (Expert Review).

How does SiteSherpa use AI?plus

Our voice AI creates record, drafts risk assessments and toolbox talks, and analyses incidents — automating the everyday admin so your team spend less time on paperwork and more time on site.

See SiteSherpa on your workflows.

We’ll show you how SiteSherpa brings it together.