Tutorial 1: Set Up Your Organisation

This is your first tutorial. It takes you from a fresh sign-up to a workspace that’s ready for real H&S work — about 20 minutes if you go straight through.

By the end you will have:

• Signed in to your new organisation.
• Named the organisation and picked a jurisdiction.
• Added at least one site.
• Invited one teammate.
• Reviewed the BRAG thresholds and lookups so you understand what the app is going to do automatically.

You don’t need any H&S background to follow this tutorial. If terms like BRAG, jurisdiction, or lookup are unfamiliar, the first time each appears it’s explained inline.

Before you start

You’ll need:

• The email address you signed up with (or an invite link).
• Five minutes of attention — the rest can be done in spare moments.
• A second email address handy if you’d like to invite yourself a second time to play with both sides of the invite flow.

Step 1 — Sign in

1. Open https://www.steadyon.biz (or your environment’s URL).
2. Enter your email address and click Continue.
3. Check your inbox for a six-digit code. Type it into the screen.
4. You’re in.

The first sign-in takes you to a short Welcome screen so you can name your organisation. If you’ve followed an invite link from a colleague, you’ll skip this step — you’ll join their org instead, and you should jump ahead to Tutorial 2 when you’re done here.

No password needed. SteadyOn signs you in with a six-digit code sent to your email each time. Nothing to forget; nothing to steal.

Step 2 — Name your organisation

On the Welcome screen, fill in:

• Organisation name — the name that appears in the top of the sidebar and on emails sent from SteadyOn.
• Jurisdiction — pick NZ, AU, UK, or Other. This controls a few sensible defaults: which incidents are flagged as notifiable, the regulator references that appear in the help text, and the default lookup values you’ll see throughout the app.

Click Continue and SteadyOn lands you on the Dashboard. It will be empty for now — that’s fine. We’ll fix that.

Step 3 — Add your first site

Sites are the physical locations your hazards, incidents, and inspections live at. Even a single-office business should have at least one site so the Site dropdown on every form has something to pick.

1. From the sidebar, open Sites.
2. Click + Site at the top right.
3. Fill in:
   • Name — the everyday name people use (“Auckland office”, “Site B”, “Workshop”).
   • Address — the full postal address.
   • Description — optional. Useful for “warehouse and yard” or “open-plan first floor”.
4. Click Save.

Your site now appears in the Sites list. Open it and look around — the detail page shows the address, capacity (optional), and an Attachments tab where you can upload a site map or evacuation diagram later.

If you have several sites, add them all now. They’re free to create and they save you time on every form for the rest of the tutorial.

Step 4 — Invite a teammate

Most H&S work involves more than one person. You’ll want at least one other set of eyes — a manager, supervisor, or safety rep — looking at the same data.

1. In the bottom dock of the sidebar, click the Organisation Settings building icon.
2. Open the Members tab.
3. Click Invite member.
4. Enter the colleague’s email and pick a role:
   • Owner — full access plus the ability to delete the organisation. There can be more than one.
   • Admin — can manage members, settings, and verify actions. Cannot delete the org.
   • Member — can use everything in Operations, but not Settings.
5. Click Send invite.

The invitee will get an email with a link. When they sign up, they’re auto-joined to your org with the role you picked.

Tip: invite yourself with a second email address if you want to see both sides of the flow without bothering anyone.

Step 5 — Review BRAG thresholds

BRAG (Blue / Red / Amber / Green) is the live status colour every entity in SteadyOn carries. It’s computed, not typed — SteadyOn decides the colour based on the actual state of the row (overdue, unreviewed, in progress, completed). Default thresholds are sensible out of the box, but it’s worth knowing you can change them.

1. Stay in Organisation Settings.
2. Open the Configuration tab.
3. In the BRAG thresholds card, scan the four sections — Hazards, Incidents, Actions, Inspections. Each one says “amber if X days away”, “red if Y days overdue”, and so on.
4. Don’t change anything yet. Just notice what the app considers “amber” vs “red” for each entity. If the defaults look wrong for your business later, this is where you tune them — see Adjust BRAG thresholds.

If you want a deeper background on what BRAG means, see The BRAG status system.

Step 6 — Review the lookups

A lookup is one of the dropdown lists you’ll see throughout the app — hazard status, incident type, action priority, and so on. SteadyOn ships with sensible defaults but every value is editable: rename, recolour, retire, or add new ones.

1. Still on the Configuration tab.
2. Click Lookups in the left rail.
3. Click any domain (e.g. Hazard status) to see the values.
4. Try renaming “Open” to “Active” if your team uses that word — or leave it alone. The list refreshes everywhere immediately.

You don’t need to customise anything to start using SteadyOn. But know this is where to come back to when an Australian client asks for “WHS hazard” instead of “Hazard”, or when you want to retire a status nobody uses.

For background, see Soft-coded lookups.

Step 7 — Set your locale

While you’re in settings, set your own locale.

1. Click your avatar (top right) → User Settings.
2. Open the Preferences tab.
3. Pick a Locale — en-NZ, en-AU, etc. SteadyOn uses this for date formatting, number formatting, and a few other UI bits.
4. While you’re here, fill in your Name on the User tab if you haven’t. Your name appears throughout the app as Responsible Person, Inspector, Created By, etc. — empty names look bad on screens you’ll show colleagues.

You’re done

Your organisation now has:

• A name and jurisdiction.
• At least one site.
• At least one teammate (you, plus your invite).
• BRAG thresholds and lookups you’ve reviewed.
• A user profile that won’t embarrass you in audit logs.

The Dashboard is still empty of operational data. We’ll fix that in the next tutorial.

Next

Continue to Tutorial 2: Build Your First Hazard.