Standalone demo · Stage 2

Your live operational overview.

87% Good
ACT TODAYPriority work in your current role

Your scheduled work

Current

Your actions

Open
Personal work and review diary

Calendar, Meetings & Reminders

Scheduled audits, meetings, assigned reviews and personal reminders in one place.

Upcoming items

Local demo form library

Audits & Forms

Preset forms are always available. Temporary forms exist only inside this demo until reset.

Preset forms

My assigned audits

Switch user to see different work
Shared demo company state

Scheduling

Create a schedule as a manager, switch user, and the assignment will already be there.

Schedules in your scope

Corrective action tracking

Actions

Failed audit questions can generate linked actions for the responsible line manager.

Actions in your scope

Completed work and permanent records

Results

Review completed audits and inspections without changing the original record.

Completed results

Company Health & Safety position

Health & Safety Overview

See current safety performance and open the areas requiring attention.

Items requiring attention

Health & Safety areas

Current scope
Demo-only persona control

Organisation

Click a person to inspect their role and switch the demo into their view.

Controlled roles and automatic requirement packs

Job Roles & Descriptions

Define each role once, link its current job description and automatically assign the required documents, forms, training, competence and PPE controls.

Assignment is not evidence of competence.BERT separates what the role requires from whether the individual has acknowledged, completed or demonstrated it. New roles remain unavailable to users until their controlled job description is approved.

Controlled role register

Click any role row or role name to open its readable job description.
ReferenceJob roleDepartmentCurrent holdersRevisionStatusRequirement packRead
Health & Safety event control

Incidents & Near Misses

Report locally, switch to the line manager, investigate and close the event.

Incidents in your scope

Hazardous substance assessment register

COSHH

Control safety data, hazards, exposure controls, PPE, storage arrangements and review dates.

COSHH register

Operational risk control

Risk Assessments

Record hazards and controls, compare initial and residual risk, assign ownership and manage formal reviews.

Risk assessment register

Plant and equipment control

Equipment

Maintain the asset register, inspection dates, responsible people, location, condition and quarantine status.

Equipment register

Non-conformance control

Non-Conformance Reports

Record containment, root cause, correction, ownership, evidence and independent close-out actions.

NCR register

Evidence-led management-system readiness

ISO Readiness

Build, operate and demonstrate a controlled management system. BERT separates document preparation from implementation evidence and verified effectiveness.

Readiness guidance—not certification or a guarantee.This practical checklist helps identify whether core management-system evidence is in place. Certification decisions are made independently by a certification body after assessing the complete system and how it operates in practice.
Single source of company informationCompany identity, scope, sites and responsible people are reused in guided templates.Approved documents are frozen. If this information changes, BERT raises an impact review instead of silently rewriting them.

BERT live control coverage

Click a control to inspect the operational evidence behind this readiness position.

Readiness evidence checklist

Guided templates now demonstrated; document conversion remains a full-build provision.BERT can create an editable controlled draft using confirmed company information, then retain approvals, evidence and revisions. The production design will additionally retain an uploaded PDF or photograph and use OCR/document conversion to propose an editable working copy without altering the approved original.
Objective assurance at planned intervals

Internal Audit Programme

BERT continuously monitors evidence and workflow status; formal internal audits remain separately planned, objective and retained.

Continuous monitoring supports audit—it does not replace it.Use live BERT records to target risk, select samples and collect evidence. Retain a defined scope, criteria, competent independent auditor, findings and follow-up for every internal audit.

Risk-based audit programme

Suggested frequencies are editable and must reflect process importance, change and previous results.
One controlled source for documents and operational records

Documents & Records Control

Search the current position across controlled documents, COSHH, risk assessments, equipment and NCRs without reducing those areas to uploaded files.

One register, separate controlled workflows.Every reference remains linked to its live specialist process. Approved revisions are frozen; superseded copies and case history are retained for authorised users.
Reusable editable templates

Create a controlled draft without retyping business information

Choose a blank structure for documents, COSHH, risk, equipment or NCRs. BERT inserts confirmed company facts once, leaves competent-person prompts visible and saves the result into the controlled register as a Draft.

Role-controlled decisions

My document workflow

Demonstration controlUse Presenter mode to switch to the named reviewer or approver. In production these decisions belong to authenticated user accounts and cannot be taken by the author.
Auditor-ready worked example

Follow WI-014 through its complete controlled lifecycle

See named responsibility, independent review, approval, issue, exact-revision acknowledgement, revision reasons and the controlled withdrawal of obsolete copies.

Master controlled-information register

Essential information is shown first. Open View details for ownership, revision history and workflow controls.
Actions

My issued documents

Search scope in this demonstrationReferences, metadata and text-based document content are searchable offline. OCR and full-text indexing of uploaded scans and PDFs remain a finished-product provision.
Toolbox talks and department notices

Briefings

Issue mandatory briefings to selected people and track acknowledgement from the same local company state.

Briefings in your scope

Live local demo reporting

Reports

These figures are calculated from the same schedules, audits, actions, incidents, documents and briefings you manipulate in the demo.

Audit performance

Current scope

Communication compliance

Current scope

Compliance register position

COSHH, risk, equipment and NCRs
Presenter and auditor companion

BERT Demo & Function Guide

Search every demonstrated function, see how it is used and open the relevant area without leaving BERT.

0%auditor journey checked
Demonstrated control—not a certification claim.This fictitious demo shows structured workflows, permissions, approvals, traceability and retained evidence. Legal, technical and business-specific adequacy still requires review by competent people and, where applicable, an independent certification body.

Function directory

New guided demonstration

Induction package: assignment to retained evidence

Recommended · 8–10 minutes

Use the presentation data to show a complete controlled induction without creating throwaway records.

1Mr Important · AdminUsers → open IND-002 Operational Site Induction. Review the approved documents and manager checks. Explain that a template revision never rewrites an assigned package.
2Mr Important · AdminOpen Joe Jones and his induction record. Confirm the exact package revision, due date, document revisions and responsible manager.
3Joe Jones · UserHome → Continue induction. Open a controlled document, then show Acknowledge and confirm and I need clarification. The statement and exact revision are retained.
4Jane Pain · ManagerUsers → Joe Jones → Induction. Review any clarification, record evidence for a practical check and show the named, dated sign-off trail.
Evidence boundaryAcknowledgement records that the employee read and understood the identified revision; it is not a substitute for competence assessment, consultation or practical verification where those are required.
Offline demonstration

Test the installed experience

  1. Select Install offline demo in the lower-left navigation.
  2. Choose Prepare & install and accept the browser installation prompt.
  3. Close the browser tab and reopen BERT from the desktop or Start menu.
  4. Disconnect the device, then navigate, switch users and create a temporary record.
  5. Reconnect and confirm the locally retained state is still present.

Browser storage and attachment limits still apply; offline readiness is not a substitute for a production synchronisation and recovery test.

Reset and repeat

Return to a known demo state

Use Reset demo in the lower-left navigation. Presentation mode restores the seeded story; Clean mode keeps the company and library but removes operational activity.

Reset is destructive.It removes everything created during the session and always asks for confirmation.
Role-led employee setup

Users

Add people against approved roles, assign editable induction packages and retain controlled onboarding evidence.

Induction package templates

Reusable packages can be revised without changing the exact package already assigned to an employee.

People

Role-led capability and personal development

Training & Competence

One searchable view of job-role training, competence decisions, education, development plans and annual appraisals.

Training completion is not automatic proof of competence.Job-role competence requires a recorded assessment and sign-off by the line manager or a specifically selected competent alternative. Personal education and development remain linked to the employee profile.

Company training and competence matrix

All control fields are visible below. Click any row to open the employee profile and retained evidence.
EmployeeRole / departmentRequirement or learningTypeStatusAssessorReview / expiryOpen

Appraisal programme

Annual conversations feed objectives and personal development plans.
Company structure

Areas, Departments & Sites

These records drive user scope and demonstrate how BERT can represent a real operating structure.

Departments

From current users

Sites & areas

Local demo structure
Role-aware inbox

Notifications

Schedules, corrective actions, documents and briefings generate local notifications for the relevant person.

My notifications

Demo audit trail

Activity History

A simple local history showing how activity moves through the fictitious company.

Recent activity

Reset BERT Demo

Choose the starting state

Both options remove everything created during testing.

Standalone BERT demonstration

Install the offline demo

Prepare this device once while online, then open BERT from the desktop or Start menu without relying on an internet connection.

↻
Checking this deviceConfirming the application shell, templates and icons are available offline.
1

Prepare the applicationBERT stores the demo shell and current templates on this device.

2

Install as an appUse the installation prompt so BERT opens in its own desktop window.

3

Work without a connectionDemo records and uploaded evidence remain in this browser profile until Reset demo or browser storage is cleared.

Demo boundary: this is local demonstration storage, not production backup, synchronisation or multi-device recovery.

Dashboard detail

Create demo schedule

Schedule an audit

The assignment is written only to this device's local demo data.

0 selected
Days of the week (weekly schedules)
Temporary demo content

Create a simple audit form

This deliberately keeps form creation lightweight for the demo. Reset removes it.

Assigned audit

Corrective action

Incident report and early RIDDOR facts

Report an incident / near miss

Capture what is known now. BERT will create the manager review, linked RIDDOR register entry and follow-up prompts automatically.

1 · Event
2 · People and witnesses
3 · Injury, treatment and work status

These prompts prevent important RIDDOR facts being lost. Select “Not known yet” where follow-up is needed.

Manager investigation and RIDDOR screening

BERT checks the core triggers and dates automatically.The nominated competent person remains responsible for confirming the decision; the responsible person submits any required report to HSE.
1 · Investigation and actions
2 · RIDDOR screening facts
3 · Competent-person decision
4 · Incident close-out
Stage 2 compliance control

Controlled record number
Controlled compliance record

Single source of truth

Confirmed company information

BERT reuses these facts in guided drafts. Changing them never rewrites an approved document; it creates an impact-review task.

BERT guided starter template

Create controlled draft

Controlled document number
Revision
Operational evidence and effectiveness

Add implementation evidence

Link a real record showing that the controlled process is being used. Leave these fields blank when only completing an effectiveness review of existing evidence.

Auditor evidence trail

Controlled offline document

Add a controlled document

BERT suggests the next available number. New revisions retain the existing document number and advance its revision.

Controlled document

Employee acknowledgement

By selecting Acknowledge and confirm, I confirm that I have read and understood this document, have had the opportunity to ask questions, and understand the responsibilities that apply to me. I agree to follow its applicable requirements.

BERT records the document title, exact revision, employee, date, time and acknowledgement statement.
Read-only controlled history

Controlled document lifecycle evidence

Evidence, not a decorative progress bar.Each completed stage below is supported by a named person, date and retained event. Missing evidence remains visibly incomplete.

Permanent lifecycle event trail

BERT reusable controlled templates

Editable template library

Blank structures prevent missing sections; confirmed source information prevents avoidable retyping. The generated result is always a Draft requiring competent review.

Available controlled templates

Auto-filled editable controlled draft

Controlled document number
Revision and statusRev 1 · Draft
Draft onlyGenerating this document does not approve it or prove implementation. It must enter the controlled review and approval lifecycle.
Transactional document approval

Exact revision not openedReview and approval decisions remain locked until the assigned person opens this revision.

Permanent decision trail

Mandatory distribution

Select any combination of people and groups. Duplicates are removed automatically.

0 selected
Personal calendar

Add a reminder

Shared company calendar

Schedule a meeting

0 selected
Meeting record

Create and assign follow-up action
Guided employee onboarding

Welcome to BERT

Permanent audit record

Read-only corrective action record

Completed incident report

Audit template control

Controlled document review

Required review controlDocument not openedThe review outcome remains locked until you open this exact controlled revision.
Toolbox talk / notice

Create a briefing

0 selected
Controlled job role

Role purpose
Core responsibilities
Competence expectations
Current holders
Automatic requirement pack
Readable controlled copy

Controlled useDrafts can be edited directly. Editing an approved role creates a new revision while the approved role remains operational; changes take effect only after independent review and approval.
New controlled role

Create a job role Draft

The role will not be available for employee assignment until its generated job description completes independent review and approval.

Required documents, forms, training and controls
Editable induction template

Create induction package

Approved controlled documents

Only current approved documents can be selected. The exact revisions are snapshotted when the package is assigned.

Employee onboarding decision

Assign induction package

Would you like to assign an induction package?
Controlled employee induction record

Controlled documents

Employee acknowledgements are retained against exact revisions.

Practical checks and discussions

Manager evidence is separate from employee document acknowledgement.

Clarifications

Employees can ask before confirming that they understand a document.
Induction clarification

Employee question
Controlled employee job change

Change job role

Same title, different duties?Copy the current approved role into a new controlled Draft, edit its duties and requirements, complete approval, then return here and select its new JD reference.

Employee role history

Independent job-change decision

Controlled employee profile

Job role capability

Education & qualifications

Personal development plan

Appraisals

Employee learning record

Add learning record

Education and development are personal records. Job-role training remains linked to the approved role requirement.

Manager competence decision

Sign-off must be evidence-led.Attendance alone is insufficient. Record the task observation, test, supervised work, qualification or other evidence supporting the decision.
Annual appraisal programme

Schedule appraisal

Personal development and appraisal record

Risk-based internal audit

Schedule internal audit

Define the audit independently from the day-to-day BERT monitoring that supplies its evidence.

Temporary demo structure

Add an area