Safety — Overview
Site safety management for construction — toolbox talks, safety walks, permits to work, and incident investigation, with a live hub and configurable policies.
Safety is where you run day-to-day site safety on your project. Deliver pre-work toolbox talks, walk the site and log observations, authorise hazardous work with permits, and report and investigate incidents — all tracked through their own workflows and rolled up into a single Safety Hub.
Safety is in beta
The Safety module is in beta — in production and usable, but not yet part of a versioned release of its own.
What's Inside
| Area | What It Handles | When You'll Use It |
|---|---|---|
| Safety Hub | KPIs, a needs-attention feed, and the 8-week incident trend | Starting your day — see open incidents, expiring permits, and talks awaiting sign-off |
| Toolbox Talks | Pre-work safety briefings with a cascade sign-off | Recording who was briefed and routing the talk for acknowledgement |
| Safety Walks | Ad-hoc site walks with severity-rated observations | Walking the site and logging hazards, good practice, and findings |
| Permits to Work | Time-bound authorisations for hazardous activities | Requesting and approving hot work, work at height, excavation, and more |
| Incidents | Report → investigate → close, with a guarded close-out | Reporting near misses and injuries and tracking corrective actions |
| Policies | Org and project rules for each safety workflow | Setting cascade roles, escalation thresholds, and close-out gates |
How the Pieces Connect
Each safety area works on its own, but they also feed each other. A safety walk observation can become a safety issue or escalate straight to an incident. A rejected permit can raise a safety issue for the requester. Everything surfaces on the Hub.
Who Does What
Safety is designed for the field. Anyone with safety create access can report an incident, anyone with safety update access can log a walk observation, and every sign-off is stamped with the person who made it.
| Role | Typical Actions |
|---|---|
| Site crew / foreman | Report incidents, attend toolbox talks, flag hazards |
| Safety officer | Deliver talks, run walks, approve permits, investigate incidents |
| PMC / safety head | Acknowledge or approve talks in the cascade, oversee close-outs |
Field-first by design
Every safety list works on a phone — large tap targets, card layouts, and a floating action button to capture in the field. Permits, incidents, talks, and walks can all be captured on site without a desk.
Accessing Safety
- Click Safety Hub under Safety in the sidebar navigation to open the Hub
- Sub-pages: Toolbox Talks, Safety Walks, Permits, Incidents
- Policies live under Admin → Safety → Policies
- Permit templates live under Safety → Permits → Templates: see Permit Templates
Quick Tips
- Start at the Hub — the needs-attention feed tells you what to act on first
- Capture in the field — use the floating action button on any safety list to log on the spot
- Promote, don't re-type — turn a walk observation into an issue or incident in one tap
- Watch permit windows — active permits flag as expiring within 24 hours of their end time
- Tune the workflows — set cascade roles and close-out gates in Admin → Safety → Policies
Next Steps
New to Safety? Start with the Getting Started guide for a walkthrough of the whole cycle.
Questions
Who can use Safety?
Everyone on the project whose role can view Safety records. What each person can do, such as reporting an incident, logging an observation or approving a permit, follows their role's Safety permissions. Check them in Settings → Members & Roles.
Can I use Safety on my phone?
Yes. It's a web app in your phone's browser, and it needs a connection to save your work. Building and editing permit templates is done on a computer.
Can I delete a talk, walk, permit or incident?
No. Once created, safety records stay on the project. A permit you no longer need can be withdrawn by its requester while it is still pending.
Not a user yet? The Safety feature page shows the module in context, and where to book a demo.