Onboarding wizard
The first time you open SafetyBrik you land on the onboarding wizard at /safety/onboarding. Its job is to take you from "blank account" to "ready to run a service" in a single sitting, ideally without making you re-type a single thing you already have on paper.
Why the page is called "Import Records"
Almost every UK caterer who finds SafetyBrik already has an SFBB pack. It might be the official FSA booklet from 2011, a folder of printed-out fridge logs, a Word document a consultant put together, or a stack of supplier delivery checks held together with a bulldog clip. The onboarding wizard is built around that reality. Rather than asking you to set up your equipment, cleaning schedule, and chemical register from scratch, it asks you to upload what you already have and lets the AI do the typing.
That is why the page title is "Import Records" rather than the more generic "Onboarding" or "Welcome".
What the wizard sets up
The wizard runs through six steps, and you only see the review steps that match the documents you actually upload.
1. Upload
Drop your existing safety documents onto the upload step. Photos of paper records work as well as PDFs - phone snaps are pre-processed automatically before they go to the model. Operators typically upload some combination of:
- Equipment lists (fridges, freezers, hot-holds, probes)
- Cleaning schedules (daily, weekly, deep-clean rotas)
- COSHH data sheets (sanitiser, oven cleaner, descaler)
- Existing SFBB safe-method pages
- Supplier lists and delivery check sheets
2. Classify
SafetyBrik uses Gemini to classify each uploaded file into one of a handful of document types (equipment list, cleaning schedule, COSHH data sheet, etc.). You get a chance to correct the classification or skip a file before the wizard moves on - if it has misread a delivery note as a cleaning schedule, just change the dropdown.
3. Extract
For each classified document the wizard runs an extraction pass. This is where the actual data - the fridge model and target temperature, the cleaning task and frequency, the chemical name and PPE requirements - is pulled out of the image or PDF into structured records. You see live progress as each file is processed.
4. Review equipment
If any uploaded document was classified as an equipment list, you see a review screen with the fridges, freezers, hot-holds, and probes the AI extracted. Each row is editable: change the name, set the location, adjust the min/max temperature thresholds, or remove a row entirely. Confirmed rows become live records on the Temperature Checks page.
5. Review cleaning
If a cleaning schedule was extracted, you review the schedule name, the frequency, and the list of tasks. Confirming creates a reusable cleaning checklist that is scheduled automatically going forward, and seeds the same tasks into your Cleaning Schedule so they appear in your SFBB Section 10 record without a second pass.
6. Review COSHH
If COSHH data sheets were uploaded, you review the chemicals, their hazard pictograms, and PPE requirements. The original PDF or photo is linked to the chemical record so staff can pull up the data sheet from a phone in seconds. This populates the COSHH register.
7. Complete
The complete step shows a summary of what was created and marks onboarding_completed = true on your safety settings. From this point on, opening /safety takes you straight to the dashboard instead of the wizard.
You can run the wizard with zero documents. It will skip the review steps it has no data for and drop you on the dashboard. From there, you can add equipment, cleaning schedules, and chemicals manually - or come back to /safety/import later when you have dug the old folder out from under the till.
What if the wizard misses something?
The wizard is a head-start, not a one-shot. Anything you change later - new fridge, new chemical, new cleaning task - is added through the relevant feature page, and you can run a second import pass at /safety/import whenever a new batch of documents shows up.