Week 1
Set the organisation
Add legal details, locations, roles, approvers, thresholds and your approved brand kit once.
For new providers
Build the foundations before the audit clock starts.
Turn the empty-folder stage into a clear sequence: scope the right library, personalise it once, assign the work and approve with control.
A practical first month, not a documentation scramble.
Week 2
Set the scope
Choose your registration groups and switch on only the specialist modules your audit pathway needs.
Week 3
Work the priorities
Assign owners and move critical documents through draft and review with clear target dates.
Week 4
Approve the suite
Export clean controlled copies when approved, with every unfinished document honestly watermarked.
Desktop audit
Verification
For lower-risk registration groups, your documentation is the audit environment. The suite keeps the required evidence easy to identify and ready to produce.
- Document review without a site visit
- Verification-tagged documents in scope
- Controlled exports for evidence submission
Stage 1 and Stage 2
Certification
For higher-risk supports, documentation is tested against practice. Connect the controlled suite to workers, participants, training and operational evidence.
- Stage 1 documentation review
- Stage 2 interviews and file sampling
- Core suite plus the required specialist modules
What you do not need to start from scratch.
- The full policy, procedure, plan, form and register library
- Cross-references between related documents
- Workflow states and approval controls
- Practice Standards outcome mapping
- Priority guidance for the first audit pathway
- A workspace that stays useful after registration
Start with the right scope and a clear order of work.
We will walk through your registration groups, audit pathway and the first documents to move.