WVPP plan workspace
Responsible persons, worksite scope, employee involvement notes, reporting channels, emergency procedures, and plan version history.
Exports as: plan summary + version pageSample audit packet
Sample SB 553 audit packet
This is the kind of packet SB553Ready is built to produce from the dashboard: plan evidence, training records, violent incident log history, hazard corrections, annual review notes, record-request readiness, gaps, and a timestamped audit trail.
Sample only: this is not a real employer record and should not be treated as legal advice, attorney review, or official Cal/OSHA approval.
Dashboard to packet
The packet is not a brochure. It is a structured export from the records workspace.
SB553Ready keeps the dashboard organized around the exact evidence a reviewer asks for: who owns the plan, who has trained, what incidents were logged, what hazards were corrected, what is overdue, and what changed.
Training tracker
Employee roster, assigned module, language, date assigned, completion date, due date, and overdue status.
Exports as: training record tableIncident log
Non-identifying event record, workplace violence type, location, response, investigation status, and follow-up actions.
Exports as: violent incident logHazard correction board
Walkthrough date, assessor, work areas, identified hazard, owner, due date, completion status, and evidence notes.
Exports as: hazard assessment pageAnnual review
Review schedule, employee participation, acknowledgments, plan changes, and next review deadline.
Exports as: annual review recordRecord requests
Records that should be available within 15 calendar days, what is ready, and what should stay in the confidential file.
Exports as: request-readiness checklistFuller preview
Open the sample packet and scroll through the actual export shape.
The embedded preview now shows a deeper packet: cover snapshot, contents, WVPP plan summary, training records, incident log, hazards, annual review, record requests, gaps, and audit trail.
Evidence excerpts
The packet shows what is complete, what is missing, and who owns the next action.
These excerpts are sample data, but they show the level of detail the dashboard is meant to organize before a manager, counsel, safety consultant, insurer, employee representative, or inspector asks for records.
Training records
| Employee | Module | Completed | Status |
|---|---|---|---|
| Rosa Mendez | Supervisor WVPP | 2026-02-10 | Current |
| David Okafor | SB 553 awareness | 2026-02-12 | Current |
| Mei Lin | SB 553 awareness | Pending | Due |
| Carlos Vega | SB 553 awareness | Pending | Overdue |
Violent incident log
| Date | Ref | Type | Status |
|---|---|---|---|
| 2026-02-28 | WVL-0042 | Type 2 - customer | Reviewed |
| 2026-01-19 | WVL-0041 | Type 3 - threat | Reviewed |
| 2025-12-04 | WVL-0040 | Type 2 - customer | Closed |
Hazard corrections
| Hazard | Owner | Due | Status |
|---|---|---|---|
| Rear door lock sticks after close | Facilities | 2026-04-22 | Open |
| Returns desk escalation script stale | Store manager | 2026-03-20 | Done |
| Camera retention note missing | Operations | 2026-03-18 | Done |
Open gaps
- 1 overdue training assignmentCarlos Vega due 2026-03-29
- 1 corrective action openRear door lock owner assigned to Facilities
- 6 plan acknowledgments pendingReminders sent 2026-04-15
- Next annual review dueCalendar hold set for 2026-07-15
Included sections
What the packet is built to collect.
SB553Ready is a software workflow for organizing records. The packet does not certify compliance; it makes the current state easier to inspect, fix, export, and review with qualified counsel or a safety professional.
- 01Dashboard snapshot
Readiness score, packet ID, generated date, worksite scope, and visible open gaps.
- 02Written WVPP
Site-specific workplace violence prevention plan draft, roles, reporting procedures, and review status.
- 03Training records
Initial, annual, and triggered training records with completion dates, languages, and outstanding items.
- 04Violent incident log
Non-identifying incident entries, response notes, investigation status, and review history.
- 05Hazard assessments/corrections
Walkthrough evidence, identified hazards, corrective actions, owners, and follow-up dates.
- 06Annual review records
Plan review date, employee involvement notes, revisions, acknowledgments, and next due items.
- 07Employee record request packet
Records organized for employee or authorized representative requests, including the 15-calendar-day response surface where applicable.
- 08Record history extract
A consolidated audit trail for inspection, insurer review, internal review, counsel, or safety professional review.
Compliance grounding
Checked against Labor Code Section 6401.9 and Cal/OSHA public guidance.
Labor Code Section 6401.9 requires covered employers to establish, implement, and maintain a written workplace violence prevention plan, maintain violent incident logs, provide employee training, retain specified records, and make certain records available on request. Cal/OSHA public guidance explains the same general-industry workflow: employee involvement, reporting procedures, training, hazard identification and correction, post-incident response, plan review, and recordkeeping.
Not legal advice
SB553Ready is not a law firm and does not provide legal advice. This sample packet is an organizational aid. Review your program with qualified counsel or a safety professional before relying on it for your workplace.
Next step
Use the sample to decide what you need cleaned up.
Start the software trial if you want the dashboard workflow. Request setup review if you want help organizing the first packet faster.