What this is
Safety & People keeps staff and contractor details, licences, training, inductions and shared safety documents together with due-date attention lists.
Where to find it
Open More, then select Safety & People under Farm Operations.
The workspace has three areas:
Overview for records needing attention or due soon.
People for team, employee and contractor profiles.
Library for shared safety documents.
Add a person
Use People to add someone who needs a farm record, even when they do not sign in to Phase. Record their role, employment type, contact details, status and emergency contact where appropriate.
Keep notes relevant to farm work and safety. Avoid storing sensitive personal or medical information unless it is necessary and appropriate for the operation.
Add a personal record
Open a person to record a licence, qualification, certificate, training item or induction. Add a title, category, issuer, reference, issue date, due date, reminder window, notes and one supporting file where needed.
Each record can hold one uploaded file. After a file is attached, the current interface does not replace or remove that file. Create a new current record or contact Phase support if an incorrect attachment needs to be corrected.
Add a shared safety document
Use Library for policies, emergency plans, inductions, procedures, risk assessments, training material and other shared records. A document can be assigned to selected people.
Where acknowledgement has been configured for a shared record, an acknowledgement records that the person confirmed it in Phase. It is not an electronic signature or proof of legal compliance. New records do not currently expose acknowledgement setup as a self-serve option; contact the Phase team if that workflow is required.
Due dates and requirements
Add an expiry, review, renewal or follow-up date and choose how early the item should appear as needing attention. Overview shows active records that are due soon or overdue.
The Requirements checklist is a manual planning list. It does not automatically assign records, compare a person's documents against every requirement, or prove that a requirement has been met.
Device reminders depend on notification permission and configuration. Treat the in-app Overview as the source of truth for what needs attention.
Archive records carefully
Archive a shared Library document when it is no longer current. Shared archived records can be restored from Library → Archived.
An archived person-specific record does not currently have a self-service restore control, so check the person and record before archiving it.
Permissions and responsibilities
Owners, managers and users with delegated People and safety records permission can manage these records. Team administration and safety-record access are separate permissions.
Ordinary employees and advisors can see active shared safety documents and, when their Phase login is linked to a people profile, their own profile, private records and assignments. They cannot see another worker's private details or files.
Phase helps organise operational records. It does not replace workplace-safety, employment, legal or professional obligations.