Help

How it works, screen by screen.

One guide per module: what you see on screen, what each button does and in which order things are done. Written for the safety technician who has to get the record done, not to sell the product.

These are the same guides the application shows in its help panel; here you can read them before signing in.

Try it in the demoSee the whole platform

Getting started

Prevention

  • Preventive activity planning

    The planning gathers what the company will do in prevention during the year: every approved preventive measure, training course and health-surveillance…

  • Assessment Templates

    Here you manage the risk assessment templates: the structure of sections and fields that assessments follow. The demo comes with one, “Fine & Kinney -…

  • Chemicals

    This is the company's register of chemicals with their safety data sheets (SDS), their inventory and what each one requires. Here you see which CMR substances…

  • Ergonomic Assessments

    Here the postures and loads of a job are assessed with the RULA, OWAS or NIOSH methods to prevent musculoskeletal disorders. The demo has none: the list says…

  • Exposure Groups (GES/SEG)

    A similar exposure group (GES/SEG) brings together the workers exposed to the same chemical in a similar way, so that their exposure is assessed and measured…

  • Generated data review

    What the setup assistant creates (workplaces, job positions, machines, chemicals, risks, PPE, training and medical protocols) stays «Pending review» until the…

  • Industrial Hygiene Dashboard

    This dashboard gathers the company's measurements of physical agents: noise, lighting, vibration and heat stress. From here you enter each type of measurement;…

  • Incident Management

    Here you report accidents, near misses and other incidents, and follow each one until it is closed: investigation, corrective measures and, where required,…

  • Inspections

    Here safety inspections are scheduled, carried out on the floor by answering their checklist, and their result is consulted: the compliance score and what was…

  • Job positions

    This is the company's catalogue of job positions with the state of each one's assessment. Use it to see at a glance which positions have never been analysed…

  • Custom Methodologies

    Here you define your own ways of calculating risk: which factors are scored, which formula combines them and which score corresponds to each level. In the demo…

  • Personal Protective Equipment

    This is where the company's PPE store is kept: what there is and how much is left, who each item was handed to, which periodic inspections are due and what is…

  • Prevention Dashboard

    This screen opens with the list of pending prevention tasks, most urgent first, and below it gathers the figures for assessments, risks, measures, chemicals,…

  • Preventive Measures

    This is where each preventive measure is followed until it is done: who has it, by when, how much is done and whether it worked. Each measure is linked to the…

  • Psychosocial Risk

    Here psychosocial risk assessments are organised with a questionnaire (COPSOQ-ISTAS21 and others), answers are collected anonymously and the risk traffic light…

  • Risk assessment (detail)

    This screen shows one risk assessment: its status, the risks identified and evaluated, the related preventive measures and the mitigation progress.

  • Risk Assessments

    Here are all the company's risk assessments: how many there are and in what state, how far their risks have been mitigated, the list to open each one and the…

  • Risk Management

    This screen lists, one by one, the risks identified across all assessments, with their methodology, score, level and priority. Use it to find the most serious…

  • Safety data sheets

    This screen gathers in one list every safety data sheet (SDS) of every chemical of the company, with its expiry state. Use it to see at a glance which sheets…

  • Chemical Substitution Plans

    Here you document the study of substituting each carcinogenic, mutagenic or reprotoxic (CMR) agent with a less dangerous one, as required by article 4 of RD…

  • Workplace analyses

    Here you visit a job position, capture photos and video, and from that material the AI drafts a risk assessment proposal that the technician reviews before…

Operations

  • Action tracking

    «Action Tracking» gathers in one list the corrective, preventive and improvement actions, whether they come from a non-conformity, an audit, an incident, a…

  • Work equipment

    «Work Equipment» is the register of the company's machines, tools and equipment, with their maintenance. The equipment in this register is what you choose when…

  • Technical datasheets

    This screen gathers every document attached to the company's machines: manufacturer's manuals, technical datasheets, declarations of conformity, contracts and…

  • Facility maps (GIS)

    «Facility Maps» stores the plans of your sites. On each plan you mark locations (extinguishers, exits, first-aid kits, hazards), safety zones and emergency…

  • LOTO lockouts

    «Active Lockouts (LOTO)» holds energy lockouts: the isolation of a piece of equipment before working on it, so nobody can start it while work is under way.…

  • Management of change

    «Management of Change» records each change to processes, equipment, materials, procedures, organisation or facilities before it is made, to assess its risk and…

  • Non-conformities

    «Non-Conformities» records each non-compliance found (in an audit, an inspection, an incident or a complaint), its root cause and the actions to correct it,…

  • Operations dashboard

    The «Operations Dashboard» gathers what needs action in inspections, incidents, work permits, construction sites and chemicals. Nothing is created here: each…

  • Quality & improvement

    The «Continuous Improvement Dashboard» counts at a glance the non-conformities, actions, audits, meetings, change requests and suggestions, and takes you to…

  • Audits

    «Management system audits» records internal and external audits (the screen cites ISO 45001 cl. 9.2): their plan, the audit team, the findings and the result.

  • Meetings

    «Meetings» records health and safety committee meetings, management reviews, project and general meetings: when they are, who attends, the agenda, the minutes…

  • Suggestions

    «Feedback on goPrevina» is where you propose improvements to this application to the people who build it. As the screen itself says, it is not your company's…

  • Work permits

    «Work Permits» is where permits for hazardous work are requested, approved and closed: hot work, work at height, electrical work, confined spaces, lockout…

People

  • Bulk import

    «Import data» loads from a CSV or Excel file what you would otherwise type one by one: workplaces, departments, positions, people, equipment, contractors and…

  • Employee portal

    This is the worker's home page: their medical appointments, PPE, training, documents, profile and personal data, each on a card. It only shows what belongs to…

  • Health surveillance

    «Health Surveillance» is the summary of medical examinations: what needs resolving, how many appointments, certificates and fitness results there are, and the…

  • My team

    «My Team» shows the people whose assignment names you as their supervisor, so you can see at a glance who you supervise.

  • Organisational structure

    Your company's structure has three levels: workplaces, departments and areas. This guide covers three screens in the menu: «Departments», Areas and Org Chart.

  • Permission matrix

    «Permission Matrix» shows, role by role, which permissions each one grants. It is read-only: nothing is changed here.

  • Site benchmarking

    «Center Benchmarking» compares safety, compliance and risk across your workplaces with a score from 0 to 100 per workplace. With a single workplace, as in the…

  • My team

    «Team» is the list of users who sign in to the application: here you invite them, give them their role and their access to health data, and deactivate them.…

  • Training

    In «Training» you add courses, schedule their sessions, take attendance and issue certificates. It opens on the «Courses» tab; the other tabs show your…

  • User assignments

    «User Assignments» says in which workplace, department or area each user works, with their position, dates and supervisor. As the screen warns, it is…

  • Workforce

    «Workforce» is the list of everyone who works at the company, whether or not they have an email address or an account in the application. It is where the…

Contractor coordination

  • Contractors

    In «Contractors» you register the companies that work at your sites, invite their contact person to the contractor portal and check at a glance whether their…

  • Access control

    «Access Control» connects contractor documentation with the turnstiles and doors of your sites: the access system asks goPrevina whether a contractor may…

  • CAE Dashboard

    The «CAE Dashboard» brings together what is outstanding with your contractors: expired or unvalidated documents, contractors with a low rating and coordination…

  • Document validation

    «Document Validation» is the review queue for contractor documents that the AI has analysed: detected type, extracted data and the result of the validation…

  • Contractor documentation

    «Contractor Documentation» holds all the documentation your contractors hand in (TC1/TC2, civil liability insurance, risk assessment, preventive planning and…

  • Coordination meetings

    In «Coordination Meetings» you schedule the meetings with the contractors working at your sites (RD 171/2004 Art. 11, as the screen states), keep the minutes…

  • Contractor notifications

    In «Contractor Notifications» you see the alerts the application sends to contractors (expiry dates, missing documents, validation results), whether they…

  • Risk information exchange

    In «Risk Information Exchange» you record which of your company's risk assessments you have shared with each contractor and which risks they have reported to…

  • Validation rules

    The rules say what the AI analysis checks on each contractor document: required fields, formats, dates, matching data and quality. They only apply in «Document…

  • Construction projects

    In «Construction Projects» you register each construction project and, from its record, manage its coordinators, documents, sites, worker certifications and…

  • Worker certifications

    «Worker certifications» keeps each worker's cards, licences and qualifications (Spanish Construction Professional Card, forklift, crane, scaffolding, first…

  • Contractor portal

    The contractor portal is where a contractor company uploads the documentation requested by the company it works for (coordination of business activities, CAE)…

  • Incident Logbook and Delt@ report

    The «Incident Logbook» is the official record of each construction project (RD 1627/1997, as the screen states): its entries cannot be changed or deleted. If…

Environment

  • Environmental & ESG

    This dashboard sums up the company's environmental management: emissions, energy, water, waste, sustainability goals and ESG reports. From it you enter each…

  • REA Reports

    An REA report is the formal investigation of an incident: its timeline, the root-cause analysis, the contributing factors, the findings and the corrective…

Platform

  • Two-step verification

    Here you turn on two-step verification for your account: besides the password, signing in will ask for a 6-digit code. That way a stolen password is not enough…

  • AI documents

    Here you ask Nora for a prevention document (a procedure, a safety instruction, a plan…). Nora drafts it from your brief, the company data and the risks of the…

  • Alert template (form)

    The «New Alert Template» and «Edit Alert Template» screen creates or edits a template that goPrevina uses to generate automatic notifications. Each template…

  • Notification history, templates and schedules

    «Notification Delivery History» records every notification goPrevina has sent by email, WhatsApp, SMS, push or inside the app, and what happened to it. This…

  • API keys

    An API key lets another of your company's systems —an ERP, a dashboard, a script— read or write in goPrevina through the REST API, without using anyone's…

  • Assistant settings

    Here you tell Nora who you are and how you want it to talk to you. It does not change what the assistant can do, but the context it answers with, its tone and…

  • Audit log

    The «Audit Log» keeps every creation, change and deletion of your company's data: which record, who did it and when. It is what you look at to reconstruct what…

  • Company settings

    Your company's data, the law it works under, the modules it uses and who sees them, its users and its activity, on one screen with eight tabs. It is the…

  • Regulatory compliance

    This is where you track the company's legal obligations: who is in charge of each, by when, and whether it is done. The screen proposes the obligations that…

  • Dashboard

    The dashboard is the screen you land on. At the top is the company's pending work sorted by urgency, with a button to do each item; below it are the counters,…

  • Document management

    The «Document Repository» keeps the company's prevention documents in folders, with their status (draft, in review, approved, published), their version and…

  • Configure integration

    The «Configure» (or «Reconfigure») screen opens the configuration form for a specific integration. Here you paste the credentials given by the external service…

  • Integration monitoring

    This screen answers two questions: whether your integrations are still working and how much your systems use the API against your plan's quota.

  • Integrations

    Here you connect goPrevina with the tools your company already uses: e-signature, Slack or Teams, WhatsApp and Telegram for notifications, calendars, Google…

  • Legal documents

    Here you generate your company's legal health and safety documents from the data already in goPrevina: prevention plan, risk assessment, preventive planning,…

  • My notifications

    Here are all the notifications goPrevina has sent you inside the app: deadlines, assignments, approvals and alerts. It is the same list the bell in the top bar…

  • Notification preferences

    Here you choose which channel each type of goPrevina notification reaches you by: inside the app, by email, push, SMS, WhatsApp or Telegram. Administrators…

  • Workplaces

    «Workplaces» lists your company's physical sites: plants, offices, warehouses. Every assessment, incident, inspection or document is linked to a site, so this…

  • Passkeys

    A passkey lets you sign in to goPrevina without a password, with Face ID, your phone's fingerprint or a USB security key. There is nothing to remember and…

  • Partner detail

    The partner detail view shows the complete profile of a platform business partner: its client companies, shared revenue, contacts and editable settings. Only…

  • Platform user detail

    The platform user detail gives a cross-company view of any system user: which companies they belong to and with what role, their active sessions and the…

  • Regulatory subscriptions

    Here you choose which categories of regulatory news come automatically into your company's “Regulatory updates”. It keeps out what does not affect your…

  • Regulatory updates

    This is where legal changes that affect your company (a new royal decree, an amended regulation) are recorded and followed until they are resolved: you check…

  • Reports

    This screen lists the reports your company has saved. From here you open the builder to create a new one, with indicators, charts and tables on your data, and…

  • Appearance

    «Appearance» decides whether you see goPrevina light, dark or following your computer's setting. It is your own preference: it changes nothing for other users.

  • My subscription

    «My Subscription» shows the plan your company has, what it costs, when it renews and how much is being used. From here you open invoices, payment methods and…

  • Data sync (form)

    The «New sync job» and «Edit sync job» screen configures a connector that moves data between goPrevina and another company system, in the direction and at the…

  • Data sync

    A sync job moves data between goPrevina and another system of your company (for example, people from the HR software), in the direction and on the schedule you…

  • Set up Telegram

    This guide goes with the Telegram configuration page (Settings → Integrations → Telegram → Configure). It is the quickest notification channel to turn on: no…

  • Webhooks

    A webhook notifies one of your systems as soon as something happens in goPrevina: an incident is recorded, a training session is completed or the status of a…

  • Set up WhatsApp Business

    This guide goes with the WhatsApp configuration page (Settings → Integrations → WhatsApp → Configure). The steps are numbered the same way as the hints under…

Is a guide missing or unclear? Write to us.