Getting Started
Capturing and Storing Data in Records Management
Guided introduction to the SoterAI Records Management Module for new users.
EHS Workflow Library
Guided workflows across safety, ergonomics, documentation, data analytics, professional growth, and record-type setup. Each one walks the team through the work step by step, drafts the output, and keeps an owner and follow-up attached, so the job gets done and the record it produces is ready for assessor review.
Set up SoterAI, connect your apps, and bring your data in.
Getting Started
Guided introduction to the SoterAI Records Management Module for new users.
Getting Started
A step-by-step guide to connecting your apps and unlocking AI-powered insights from your own data.
Getting Started
Gets new SoterAI users up and running quickly — with a personalized setup that feels like a conversation, not a form.
Getting Started
Guides users step-by-step through installing SoterAI on their phone.
Getting Started
A friendly guide that walks you through Data Sources — what they are, how to upload your documents, and how to get the most out of SoterAI.
Inspections, incident investigation, weather risk, and action plans.
Safety
Transform your Safety Data into a prioritized, ROI-driven roadmap for safety and compliance improvement.
For recordable injuries, lost-time incidents, and high-potential near-misses. Covers evidence, witness interviews, RCA, CAPA, and management review.
Safety
Photograph the area, film it, or talk it through. SoterAI writes the inspection findings.
Safety
For minor incidents, near-misses, and first aid cases. Covers recordability, root cause, and corrective actions.
Safety
Stay ahead of regulatory changes and enforcement actions affecting your sites and industry.
Safety
Conduct safety audits to identify hazards and non-compliant conditions across worksites.
Safety
Forecast hazardous weather conditions and generate pre-event controls and post-event inspection guidance.
Video and method-led assessments for physical work.
Ergonomics
Analyze workplace media to identify ergonomic hazards, score postures, and deliver assessment reports with annotated overlays.
Ergonomics
Assess ergonomic risk and generate a REBA score from a video.
Ergonomics
Unlock actionable coaching insights from your wearable device data.
Checklists, toolbox talks, program documents, and policy review.
Documentation
Generate custom safety checklists for any task, equipment, or area.
Documentation
Instantly generate engaging toolbox talks on any safety topic.
Documentation
Draft new safety programs or update existing documents.
Documentation
Review your safety documents for compliance issues and gaps.
Ask data sources, analyze trends, and create intelligence briefs.
Data & Analytics
Find preventable trends by analyzing your claims, incident, and injury data.
Data & Analytics
Ask questions across Data Sources to uncover insights, solve complex queries, and find hidden information.
Data & Analytics
Turn a business name or URL into a verified intelligence brief with safety, environmental, and reputation insights.
Data & Analytics
Detect and summarize nearby incidents that could impact your clients, facilities, or operations.
Career, communication, review, and publishing workflows.
Professional Growth
Analyze jobs, pick key certs, and plan study.
Professional Growth
Help craft concise, decision-ready messages for senior leaders.
Professional Growth
Align CV/LinkedIn with target jobs and fix skill gaps.
Professional Growth
Create balanced reviews with clear wins, growth areas, and goals.
Professional Growth
Create and schedule authority-building content.
Capture evidence, assess gaps, survey teams, and build the business case.
Psychosocial Safety
Validates uploaded evidence of psychosocial risk management against the Model Code of Practice and ISO 45003, ensuring genuine compliance rather than surface-level documentation.
Psychosocial Safety
Conducts a structured gap analysis of psychosocial risks against the Model Code of Practice and ISO 45003.
Psychosocial Safety
Guides users through building an executive-ready business case for psychosocial risk initiatives, translating safety actions into commercial ROI language.
Psychosocial Safety
Generates tailored psychosocial safety reports from accumulated project data for boards, regulators, tender panels, and internal management.
Psychosocial Safety
Designs a tailored psychosocial risk survey based on organizational context, workforce composition, and industry-specific guardrails for external deployment.
Create record types and populate records with AI guidance.
Record Types
Set up new record types by describing what you need or uploading existing templates.
Record Types
Populate your records with AI guidance.
Guided, conversational intake for each record type.
Record Intake
Capture a new Corrective Action Plans record through a guided, conversational intake.
Record Intake
Capture a new Emergency Drills record through a guided, conversational intake.
Record Intake
Capture a new Environmental Spills record through a guided, conversational intake.
Record Intake
Capture a new Equipment Inspections record through a guided, conversational intake.
Record Intake
Capture a new Hazard Reports record through a guided, conversational intake.
Record Intake
Capture a new Incidents record through a guided, conversational intake.
Record Intake
Capture a new Job Safety Analyses record through a guided, conversational intake.
Record Intake
Capture a new Near Misses record through a guided, conversational intake.
Record Intake
Capture a new Permit to Work record through a guided, conversational intake.
Record Intake
Capture a new Risk Assessments record through a guided, conversational intake.
Record Intake
Capture a new Safety Audits record through a guided, conversational intake.
Record Intake
Capture a new Safety Observations record through a guided, conversational intake.
Record Intake
Capture a new Toolbox Talks record through a guided, conversational intake.
Record Intake
Capture a new Training Records record through a guided, conversational intake.
Record Intake
Capture a new Vehicle Inspections record through a guided, conversational intake.
Record Intake
Capture a new Waste Management record through a guided, conversational intake.
Workflows help the team do the work. Records are the structured artifacts the team keeps after the work is complete.
Open records