A site safety agent for multi-location charities
Improve health and safety across your locations with an agent that reads site checklists, summarizes findings, and unearths compliance trends.
Keep staff and beneficiaries safe
For many multi-site charities, capturing, understanding, and acting on compliance risks is an arduous task - especially when resources are stretched thin.
Claromentis Charity Hub enables you to build standardized e-forms and workflows that simplify these checks and centralize submissions.
The integrated Site Safety agent then reads through this data to identify issues, priorities, and trends. These insights help your trustees fulfill their governance obligations and keep your staff, volunteers, and beneficiaries safe.
Build a site safety checklist
Develop a standardized digital checklist that logs site safety checks, ascertains policy acknowledgement, and records non-compliance.
/energy-icon.svg){kind=icon}
Configure the agent
Tailor the integrated Site Safety AI agent to ensure it understands your unique compliance requirements, safeguarding policies, and site operations.
/compliance-icon-small.svg){kind=icon}
Set permissions
Determine which staff members, volunteers, and trustees can use the agent, and control the data and content they're authorized to see.
/digital-transformation-icon.svg){kind=icon}
Test and go live
Test the agent's responses and behaviors inside the Agents app, edit the instructions if necessary, and publish once you're satisfied with the results.
/internal-comms-icon.svg){kind=icon}
Receive intelligent answers
The Site Safety agent reads through the safety checklists logged in Charity Hub and provides quick answers, insights, and trends.
"Do we have any safeguarding problems at the moment?"
Receive a summary of safeguarding issues across your sites in a matter of seconds, pulled from your logged checklists and compliance data.
In our 15-site fictional charity, Hearthwell Community Trust, the agent read through 64 checklist submissions and identified a youth hub with 2 pending DBS checks. It then summarized the pending follow-up action.
"Which shops keep putting untested donated electricals on sale?"
The Site Safety agent can provide generalized and specific compliance insights. Take the sale of untested electrical goods as an example.
In our demo environment, the agent revealed a store that failed this check three times, with dates, item counts, and inspection results.
Book a discussion call
Are we the right fit? Schedule a 10-minute intro to see if Claromentis Charity Hub is a good match for your organization.
"How has a site performed over the last year?"
Get a granular understanding of site-by-site compliance and safeguarding risks.
This can be useful when monitoring newly launched locations, as well as those with a history of non-compliance and inspection failures.
"Which corrective actions are overdue?"
Assigning a corrective action doesn't always lead to a location implementing it.
The Site Safety agent enables your trustees to track pending and overdue actions, listed from most to least urgent. This data can inform subsequent communications, site visits, and disciplinary actions.
Build your own AI companion with Agents
The Site Safety agent is an optional and configurable AI agent, available to all Claromentis Charity Hub customers.
You're also free to build your own intelligent AI companions within the Agents application. Use the no-code interface to write your instructions, set the relevant skills, and test your handiwork. Once you're happy, save your progress and hit publish.
“No matter who you talk to at Claromentis, everyone is friendly, helpful, and willing to identify simple solutions that fit your needs.”
How our Site Safety agent helps your charity
Modernize your safety checks
Replace manual, ad-hoc checklists with standardized, mobile-accessible e-forms. And streamline data aggregation, analysis, and decision making with an intelligent AI agent that's trained on your operations.
This reduces time-consuming manual work, enhances site consistency, and makes it easier to spot repeat problems and overdue actions.
Identify patterns in your compliance data
The Site Safety agent doesn't just focus on current pass and failure rates.
It analyzes every safety check logged within Charity Hub, draws insights from the historic data, and identifies patterns. These patterns can tell you which sites need additional training or top-down intervention.
Centralize your compliance operations
Your Site Safety checklist, submissions, and associated AI agent live alongside the rest of your operations, communications, training materials, and policies in Claromentis Charity Hub.
So, when a site fails a safety check or regulatory requirement, you can quickly understand why the failure occurred and create a plan to fix it. Whether that's assigning compulsory fire safety training, re-sharing the latest safeguarding policy, or organizing a follow-up inspection.
.jpg?width=1280&height=853&name=pexels-gustavo-fring-7156171%20(1).jpg)
Intranet
Design a brand-aligned intranet for your multi-site nonprofit, equipped with AI search, document management, collaboration, and policy management tools.
Process automation
Turn error-prone manual processes into no-code e-forms and workflows. With SLAs and automated notifications, you can ensure no task goes unnoticed.
E-learning
Create engaging e-learning courses and pathways using SCORM-compliant content, intranet policies, external webpages, and more.
Get a complete overview.
Simplify multi-site charity compliance
Our configurable Site Safety agent helps you find, fix, and monitor H&S and safeguarding compliance across every charity location. Book a live demo to see it in action.
