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Whether you’re transitioning your existing safety processes or creating new ones, Obbi is designed to help your club become audit-ready and safer, without creating more work for you or your team. Here’s everything you need to know to get started and make the most out of the platform.
You’re here because you want to create a safer environment, and be able to prove it without drowning in paperwork. Obbi makes that happen.
⭐ You don’t need to roll out every feature on day one. Start where it will make the biggest difference - a daily safety checklist, staff induction training, or incident reporting. Get a few things working well, then build from there.
⭐ Early success matters. If your team sees time saved, problems flagged earlier, or better visibility, they’ll engage more. This helps build momentum.
⭐ Keep the message clear to your team: Obbi isn’t here to add extra admin. It’s here to reduce risk, reduce paperwork, and make the environment safer - without slowing people down.
⭐ Your Obbi Customer Success Manager will support you during the initial setup process. During these sessions, we’ll help you prioritise what matters most, answer questions, and provide expert advice to set Obbi up effectively for your needs. With our team guiding you, you’ll be equipped to take charge of the configuration that best supports your team’s safety efforts.
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You can upload or recreate almost anything you're currently managing elsewhere. As a guide, here are some of the typical materials you might want to focus on, and how they map into Obbi’s capabilities:
| Existing Material | Where it Belongs in Obbi | User Guides |
|---|---|---|
| ✅ Safety checklists (paper, Excel, PDFs) | Tasks – Use this to schedule routine checks (e.g., fire alarm tests, walkarounds) and make sure nothing gets missed. Tasks can recur and be assigned to one or multiple departments. | Creating Tasks and Checklists |
| ✅ Risk assessments and safety action plans | Risk Assessments – Record potential hazards, assess their severity, and assign actions to reduce risks. This helps you stay compliant and proactive. | Completing and Managing Risk Assessments |
| ✅ Training records and certificates | Reports – Keep all training completion data in one place for quick reference and audits. Helps prove compliance and track who needs refresher training. | Creating Training for your Teams |
| ✅ Safety policies and SOPs | Documents – Upload your policies and standard operating procedures so staff can access and acknowledge the most up-to-date version. | Creating and Managing Documents |
| ✅ Incident reports and logs | Incidents – Log past and new incidents, add investigations, and track outcomes. Helps you learn from events and prevent repeat issues. | Reporting and Managing Incidents |
| ✅ Maintenance and servicing schedules | Assets – Set up your equipment and schedule servicing or inspections. Keeps your tools and machines running safely and reliably | Managing Asset Service History and Inspections |
| ✅ Induction documents and role guides | Training – Assign onboarding content (e.g., videos, documents, quizzes) and automatically track completion for new employees. Saves admin time and ensures consistency. | Creating Training for your Teams |
Not sure where something should go? Contact Us for assistance.
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As you start using Obbi, you’ll find several features that help streamline your safety and compliance processes. It’s important that you focus on the areas that will be most readily adopted by your team and that represent the biggest gaps in your current systems.
Don’t feel like you need to upload everything at once. Focus first on the processes that carry the most risk or compliance responsibility - such as safety checks, incidents, and training.
You don’t need to start from scratch either. Obbi offers a range of templates you can use and customise:
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View the Step-by-Step Guide on Creating Tasks from a Template
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View the Step-by-Step Guide on Creating Risk Assessments from a Template
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View the Step-by-Step Guide on Creating Documents from a Template
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Once your teams are in place, the next step is to bring your routine safety and operational checks into Obbi. These might include opening checks, fire safety tests, pool readings, kitchen logs, machinery inspections, or buggy safety reviews. Start with what’s already happening - even if it’s on paper or done informally - and use Obbi’s Tasks feature to digitise it.
You can assign checklists by team, schedule, or even use QR codes to trigger checks on-site.
For help getting started:
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View the Step-by-Step Guide on How to Create a Task
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The Task Template Library can help to make routine safety checks and compliance tasks more efficient. Our quick guide, How to Use the Task Template Library, will help you customise templates to match your club’s unique needs, saving time and ensuring consistency.
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View the Step-by-Step Guide on How to Use the Task Template Library
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Obbi can also be used to track recurring maintenance, inspections, and servicing for equipment across your organisation or club - from boilers and fire extinguishers to buggies and gym equipment.
Use the Asset Register to log items and schedule tasks (either time- or usage-based). This ensures nothing gets missed and helps build a defensible service history over time.
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View the Step-by-Step Guide on Creating and Managing Assets
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Every club and organisation has essential documents - fire procedures, accident policies, allergen handling, codes of conduct - but they’re often hard to access or track.
Obbi lets you upload any document and assign it for digital acknowledgment, so you always know who’s read what - and when.
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View the Step-by-Step Guide on Uploading a Policy Document and Assigning It
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Staff can complete role-specific safety training directly in Obbi. You can upload your own materials, or you can use Obbi’s pre-built Safety Essentials course to quickly get started - which consists of 10 high-quality training modules on topics such as Fire Safety, Legionella Awareness, Manual Handling etc. For the full overview, see our Obbi Safety Essentials page.
Need to add your own training materials? You can easily upload existing materials or create new courses from scratch to support your departmental training or induction content.
Supported formats include:
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With Obbi’s risk assessment feature, you can create, assign, and track assessments that identify potential hazards. Our How to Create a Risk Assessment guide will guide you through setting up meaningful assessments tailored to your club, supporting your commitment to safety.
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