Review training, check who is away and find evidence of completed checks. Explore each task in Synergy.
Start with missing or expiring requirements. Review the certificate and staff record before following up with the person involved.
Review time off and availability, reuse a regular shift pattern, then assign people and publish the rota.
| Staff | Allowance | Used | Remaining |
|---|---|---|---|
| Staff A | 28 | 9 | 19 |
| Staff B | 28 | 6 | 22 |
Annual leave, in days
Return to the operational form or equipment inspection when a manager needs to review what was recorded.
Use the Health & Safety dashboard alongside forms for fire safety inspections, PAT testing, first-aid box audits and team supervision. Agree your questions and records during setup.
Equipment can also have its own inspection, certificate and repair history. Explore the equipment example to see the supporting records.
Explore an equipment recordUse rota tools to plan cover and HR tools to review staff documents, including the right-to-work checks dashboard. Add asset management for equipment inspections and certificates.
No. This page covers staff, rotas, training records and operational administration. Clinical care planning and medication management are outside this scope; connections to another system are checked separately.
Yes. Rota and HR can be bought separately, with other modules added later. We’ll confirm the scope and setup requirements before you choose.
Yes. Synergy includes roles and permissions. The demo can cover the available controls for your managers and other team members.
Book a free demo of staff, rota, training and operational-check tools. Bring the admin tasks you want to improve and see how each is handled.
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