Consultation Tab

Organisations are required to consult on safety matters with their workers and other PCBU’s ('person conducting a business or undertaking').  To assist in better managing consultations, Citation HR Software provides a tab where consultation record files can be created and capture key data for recording and evidencing the consultation process and methods taken.


New Consultation record files can be created by:

  • Clicking on 'Add New Consultation' button from the 'Consultation' tab;

  • Navigating on 'Engage on Safety' workflow menu and select 'Conduct a Consultation' button, then click on 'Create a new Consultation' button.

Once a Consultation record file has been created, use the 'Consultation Checklist Workflow' to guide you through the process and steps to consulting with your workers.