Workflow · Psychosocial Safety
Psychosocial Safety Report Generator
This workflow produces audience-specific reports drawn from real project data rather than self-assessment. It covers progress reporting, code compliance, ISO 45003 demonstration, tender and government submissions, and board-level due diligence. Each report format is shaped for its intended reader, whether that is an internal management team tracking quarterly progress, a regulator reviewing compliance with the Model Code of Practice, a procurement panel evaluating psychosocial risk management capability, or a board of directors verifying duty of care under WHS legislation.
What goes in
A report type selection (progress, compliance, ISO 45003, tender, or due diligence) plus project data in SoterAI or uploaded documents.
What you get
A formatted, audience-appropriate report compiled from actual project data, delivered as a downloadable document.
How it works
- 1Confirm Project Context — The AI asks whether the user is running this inside a SoterAI project with their accumulated data, or whether they will upload documents directly.
- 2Select Report Type — The AI presents the five report options and the user picks one.
- 3Clarify Audience and Purpose — The AI asks follow-up questions one at a time about who the report is for, what period it covers, and any specific requirements.
- 4Scope the Content — The AI and user discuss what to emphasize, include, or exclude, refining the report focus together.
- 5Review Available Data — The AI summarizes what project data is available and the user confirms the data set, flagging any gaps.
- 6Propose Report Structure — The AI presents a draft outline for feedback and iterates until the user approves it.
- 7Compile and Deliver — The AI builds the report and presents it for review, making revisions until the user is satisfied.
Related pages
What this workflow delivers
A formatted, audience-appropriate report compiled from actual project data, delivered as a downloadable document.
Saves several hours per report by automatically compiling and structuring data that would otherwise require manual collation across multiple sources.
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off