Your crews already create the evidence an auditor asks for — every orientation signed at the gate, every toolbox talk with its attendance, every inspection, drill and investigation. Tally maps that against your own audit instrument, element by element, so audit prep stops being a two-week scramble through folders.
The work gets done on site. Then, weeks before the audit, someone spends a fortnight proving it happened — chasing signed orientation forms, hunting the sign-in sheet from a toolbox talk in March, reconstructing whether last year's drill was ever written up.
In the instruments we've mapped, documentation review accounts for roughly half of the available points. The other half is the auditor interviewing your people and watching your sites — which no software can touch, and shouldn't pretend to. But that documentation half is the half that lives in filing cabinets, and it's where prepared companies separate from scrambling ones.
Each element of your audit instrument shows what Tally holds for it right now, over the audit window you choose: signed orientations, toolbox talks with attendance, site hazard assessments, inspections, corrective actions, emergency drills, incident investigations with root cause, worker tickets, visitor logs.
Your signed health & safety policy, risk matrix, prevention plans and committee terms live in a binder, not in software. Those appear as tick-off items with a note field — "blue binder, site office" — so on audit day "where is it?" is already answered.
An Excel workbook with an index sheet mapping every audit question to the sheet holding its records, then one sheet per record family. Plus a printable index to hand the auditor on day one, ending with where each signed original prints from — because signatures live in PDFs, never spreadsheets.
A COR runs three years, with an internal maintenance audit due every year in between. Miss that deadline and the certificate lapses — which means falling off bid lists. Enter your dates once and the Monday email warns you as the expiry or the annual audit approaches, and names any site that hasn't run a drill in eleven months.
This is the part most software gets wrong. In Alberta there is one program standard but many audit instruments — each certifying partner's is approved separately, and their elements are ordered differently. On one instrument element 2 is hazard assessment; on another it's public, visitors and contracted employers. Prepping against the wrong one produces confident, useless answers.
So Tally treats the instrument as a setting, not an assumption. Alberta's Partnerships instrument and ACSA's are both built in, extracted from the official documents and checked so that every question's points re-sum to the published element weights. Your certifying partner is confirmed during onboarding, and the app opens on your instrument for everyone in your company.
Outside Alberta, instruments differ again — the national harmonized tool has fourteen elements, and Ontario's is different still, with a higher per-element threshold. Yours is mapped as part of setting you up.
An auditor scores documentation, interviews and site observations. Tally holds part of the documentation and nothing else. It shows counts, never a predicted percentage — a number that looked like a score would be the most dangerous thing on the screen.
No generated policies, no template safety manual. Auditors are good at spotting a program that was written but never implemented, and a canned policy is exactly what that looks like.
No certifying partner endorses Tally, and holding it changes nothing about your certification. It organises your evidence; your health and safety management system is still yours.
Eight hundred orientations on file says they happened — not that their content covers what your instrument asks. Open a few before the auditor does. The app says this too, in the same words.
Tell us your certifying partner and when your next audit is due, and the demo runs against the instrument you're actually audited on — not a generic one.
Book a 20-minute live demo hello@sitetally.ca