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THE PRODUCT

CDM software that connects the work and the record.

A practical project workspace for the decisions, information and coordination behind your CDM process.

From the first question
to the final handover.

Set up a project, record its circumstances and work through the relevant CDM steps. See outstanding actions and keep supporting evidence close to the record.

Expandable “Why?” guidance explains the purpose of key steps. Your team supplies the project facts, makes the decisions and records what actually happened.

Project workspace · illustrative example
STUDIO PROJECT / 024

Riverside refurbishment

Design phase
3Actions to review
2PCI gaps
1Design risk review

Client duties information Issue recorded

Dutyholder appointments Evidence linked

Pre-construction information Review required

Design risk coordination In progress

Why do we ask this?

Understanding the contractor strategy helps identify the dutyholder arrangements to review.

A workflow record supports your decisions; it is not a compliance verdict.

What the workspace supports today.

01

Start with the right questions

Record the client type, contractor strategy and appointment position. Understand why each question matters.

02

Make information gaps visible

Keep a pre-construction information tracker with owners, review dates and supporting evidence.

03

Record design decisions

Maintain a design risk register, review changes and communicate significant residual risks.

04

Keep the evidence with the work

Link documents, screenshots and photographs to the relevant PCI, risk or Health & Safety File record.

05

Coordinate your team

Give colleagues appropriate workspace access and keep outstanding actions visible across projects.

06

Build a useful handover record

Bring together appointments, issue records, construction interfaces and Health & Safety File tracking.

A record you can use.

Prepare client duties information and appointment drafts. Record actual issue events, references and acknowledgements separately from the prepared document.

Project reports bring together workflow records and evidence references. Structured CSV and JSON exports support further review; printable reports use your browser’s print function.

Designed for collaboration.

Separate organisation workspaces and owner, admin, editor and viewer roles help teams share access appropriately.

PDF, PNG and JPEG evidence files are held in private storage, with a current 4 MiB per-file limit. Links require authorised workspace access.