# RTOSafe

> RTOSafe is compliance management software for Australian Registered Training Organisations (RTOs). It helps compliance managers meet the Standards for RTOs — policy and document management, complaints, feedback, risk, continuous improvement, staff credentials and professional development, scope and validation — and stay audit-ready.

## Product

- [Features overview](https://rtosafe.com.au/features/): What RTOSafe does, feature by feature
- [Complaints management](https://rtosafe.com.au/features/complaints-management/): Complaints register with a public complaint form
- [Risk management](https://rtosafe.com.au/features/risk-management/): Risk register with controls and AI suggestions
- [Professional development](https://rtosafe.com.au/features/professional-development/): PD tracking, plans, and requirements monitoring
- [Marketing register](https://rtosafe.com.au/features/marketing-register/): Marketing and information review register
- [Task scheduling](https://rtosafe.com.au/features/task-scheduling/): Recurring compliance tasks and checklists
- [Pricing](https://rtosafe.com.au/pricing/): Plans and what each includes
- [Book a demo](https://rtosafe.com.au/demo/): See RTOSafe with your own scope
- [Contact](https://rtosafe.com.au/contact/): Get in touch

## Help: GET STARTED

- [Quick Start](https://rtosafe.com.au/help/get-started/quick-start.md): Everything you need to get started with RTOSafe
- [Getting Support](https://rtosafe.com.au/help/get-started/support.md): How to get help when you need it
- [Providing Feedback](https://rtosafe.com.au/help/get-started/feedback.md): Share ideas and suggestions to improve RTOSafe

## Help: Staff

- [Staff Portal Overview](https://rtosafe.com.au/help/staff-portal-overview.md): Understand what the Staff Portal offers and how to set it up for your team.
- [Add Staff](https://rtosafe.com.au/help/adding-staff.md): Create a login account for a new staff member.
- [Set Up Reporting Lines](https://rtosafe.com.au/help/positions-reporting-lines.md): Say who each position reports to and turn your positions into an organisation chart you can export.
- [Deactivate Staff](https://rtosafe.com.au/help/deactivating-staff.md): Remove a staff member's access to RTOSafe.
- [Assign Scope](https://rtosafe.com.au/help/staff-scope.md): Assign training units to staff so evidence like PD and documents can be recorded against them.
- [Bulk Scope Import](https://rtosafe.com.au/help/staff-scope-bulk-import.md): Prepare a CSV file for bulk scope assignment when you have many staff-unit combinations to add.
- [Employment History](https://rtosafe.com.au/help/employment-history.md): Record and verify a staff member's work history to support industry currency.
- [Staff Documents](https://rtosafe.com.au/help/staff-documents.md): Add, verify, and manage staff credentials and documents.
- [Set Up Document Types](https://rtosafe.com.au/help/staff-document-types.md): Configure the types of documents staff can upload.
- [Set Up Document Requirements](https://rtosafe.com.au/help/staff-document-requirements.md): Specify which documents each position or staff member needs.
- [Link Competency Evidence](https://rtosafe.com.au/help/link-competency-evidence.md): Link training product credentials to a trainer's scope so their competency evidence counts and gaps clear.

## Help: Policies and Procedures

- [Uploaded and Online Policies](https://rtosafe.com.au/help/policy-types.md): Understand the difference between uploaded and online policies.
- [Upload Policies](https://rtosafe.com.au/help/uploading-policies.md): Add your policy documents to RTOSafe.
- [Create a New Version](https://rtosafe.com.au/help/policy-versions.md): Update a policy with a new version while keeping the history.
- [Make a Policy Public](https://rtosafe.com.au/help/public-policies.md): Share policies publicly so anyone can view them without logging in.
- [Policy Analysis](https://rtosafe.com.au/help/policy-analysis.md): Use AI to check your policies against the Standards for RTOs 2025.
- [Staff Agreements](https://rtosafe.com.au/help/staff-agreements-setup.md): Make staff read and agree to your policies by linking policy categories to departments.
- [Monitoring Agreements](https://rtosafe.com.au/help/staff-agreements-monitoring.md): Track which staff have agreed to your policies.
- [Weekly Reminders](https://rtosafe.com.au/help/staff-agreements-notifications.md): Enable weekly reminder emails for pending policy agreements.

## Help: Professional Development

- [Record PD Activities](https://rtosafe.com.au/help/pd-activities.md): Record professional development activities for a staff member.
- [PD Plans](https://rtosafe.com.au/help/pd-plans.md): Set development goals for staff and track their progress.
- [Create a Plan](https://rtosafe.com.au/help/pd-plan-create.md): Set up a yearly plan with goals for a staff member.
- [Use Templates](https://rtosafe.com.au/help/pd-plan-templates.md): Save and reuse PD plan goals across multiple staff members.
- [Copy Activity to Staff](https://rtosafe.com.au/help/pd-plan-copy.md): Copy a specific activity to other staff members' plans.
- [Set Up PD Requirements](https://rtosafe.com.au/help/pd-requirements-setup.md): Define minimum PD hours for your trainers and assessors.
- [Monitor PD Requirements](https://rtosafe.com.au/help/pd-requirements-monitoring.md): See which staff meet their PD requirements.
- [Generate the Trainer Matrix](https://rtosafe.com.au/help/trainer-matrix.md): Generate a complete trainer matrix showing qualifications, industry experience, and scope coverage.

## Help: Standards

- [Getting Started](https://rtosafe.com.au/help/standards-getting-started.md): Track your compliance against regulatory standards.
- [Review a Clause](https://rtosafe.com.au/help/standards-review-clause.md): Mark a clause as reviewed and schedule your next review.
- [Link Evidence](https://rtosafe.com.au/help/standards-link-evidence.md): Attach documents that demonstrate how you meet a clause.
- [Run a Gap Analysis](https://rtosafe.com.au/help/standards-gap-analysis.md): Find where your policies don't fully cover clause requirements.
- [Enable or Disable Standards](https://rtosafe.com.au/help/standards-settings.md): Choose which standard sets your organisation uses.

## Help: Tasks

- [Create and Manage Tasks](https://rtosafe.com.au/help/tasks.md): Track work with tasks you can assign to yourself or others.

## Help: Scope & Validation

- [Sync Your Scope](https://rtosafe.com.au/help/scope-sync.md): Keep your scope of registration current by syncing with training.gov.au.
- [Set Up Delivery](https://rtosafe.com.au/help/delivery-streams.md): Tell RTOSafe which units you deliver for each qualification or skill set.
- [Validations](https://rtosafe.com.au/help/validations.md): Manage your risk-based validation approach.
- [Set Risk Levels for Units](https://rtosafe.com.au/help/validation-strategy-risk-levels.md): Assign risk levels to units to drive your validation schedule.
- [Create a Validation Strategy](https://rtosafe.com.au/help/validation-strategy-setup.md): Define which units to validate for each qualification, skill set, or accredited course.
- [Validation Program](https://rtosafe.com.au/help/validation-program.md): See your 5-year validation schedule at a glance.
- [Record a Validation](https://rtosafe.com.au/help/record-validation.md): Document findings from a validation.

## Help: Renewals

- [Track Renewals](https://rtosafe.com.au/help/renewals.md): Track expiry dates for registrations, insurance, contracts, and other important items.

## Help: Complaints

- [Setup](https://rtosafe.com.au/help/complaints-setup.md): Enable the complaints feature and configure acknowledgement and resolution timeframes.
- [Managing Complaints](https://rtosafe.com.au/help/complaints-workflow.md): Track complaints from submission through to resolution.
- [Public Complaints Form](https://rtosafe.com.au/help/complaints-public-form.md): How the public complaints form works for complainants.

## Help: Feedback

- [Feedback](https://rtosafe.com.au/help/feedback.md): Capture feedback from students, staff, industry, and other stakeholders.
- [Managing Feedback](https://rtosafe.com.au/help/managing-feedback.md): Review, action, and close feedback.

## Help: Marketing & Information

- [Marketing & Information Register](https://rtosafe.com.au/help/marketing-information.md): Track and review your marketing materials and pre-enrolment information.
- [Reviewing Materials](https://rtosafe.com.au/help/marketing-reviews.md): Review a marketing material before it can be distributed or marked as in use.
- [Updating and Withdrawing](https://rtosafe.com.au/help/marketing-withdrawing.md): Update an ongoing material with a new version, or withdraw it entirely.

## Help: Continuous Improvement

- [Continuous Improvement](https://rtosafe.com.au/help/continuous-improvement.md): Track and evidence your continuous improvement initiatives.

## Help: Risk Register

- [Create a Risk](https://rtosafe.com.au/help/risk-register-setup.md): Add risks to your register and assess their inherent likelihood and impact.
- [Add Risk Controls](https://rtosafe.com.au/help/risk-register-controls.md): Add controls to reduce your risk and reassess the residual risk level.
- [AI Risk Suggestions](https://rtosafe.com.au/help/risk-register-ai-suggestions.md): Get AI-generated risk suggestions tailored to your RTO's operations.

## Help: Stakeholder Engagement

- [Set Up Stakeholders](https://rtosafe.com.au/help/stakeholder-setup.md): Set up stakeholders you engage with for industry consultation.
- [Record Engagement](https://rtosafe.com.au/help/stakeholder-engagement.md): Record industry consultations and capture feedback from stakeholders.

## Help: Meetings

- [Meeting Register](https://rtosafe.com.au/help/meeting-register.md): Record meetings, track decisions, and link them to actions.

## Help: Settings

- [Set Up Login Settings](https://rtosafe.com.au/help/login-settings.md): Require MFA and set up single sign-on for how your staff log in.
- [Set Up MFA on Your Account](https://rtosafe.com.au/help/mfa-setup.md): Set up multi-factor authentication on your account.
- [Reset MFA for a Staff Member](https://rtosafe.com.au/help/mfa-reset.md): Reset MFA for a staff member who has lost access to their authenticator app.
- [Invite a Consultant](https://rtosafe.com.au/help/consultant-access.md): Give an outside consultant access to work in your RTOSafe account.
- [External Branding](https://rtosafe.com.au/help/external-branding.md): Add your organisation's logo and brand colour to PDF reports and public forms.

## Help: Guides

- [Set Up Your Validation Program](https://rtosafe.com.au/help/guide-validation-program.md): End-to-end guide to setting up your validation program — from scope sync to a complete 5-year schedule.

## Help: For Your Staff

- [Staff Portal Overview](https://rtosafe.com.au/help/staff-portal-welcome.md): Help articles for RTOSafe Staff Portal users.
- [Add a PD Activity](https://rtosafe.com.au/help/staff-adding-pd.md): Log your professional development activities and upload evidence.
- [Reset Your Password](https://rtosafe.com.au/help/staff-forgot-password.md): Reset your password if you've lost access or never received your welcome email.
- [Submit Feedback](https://rtosafe.com.au/help/staff-submit-feedback.md): Log feedback from students, employers, or anyone else.