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 Hub showing KPI strip, needs-attention feed, and an 8-week incident trend
Safety Hub — the console that shows what needs attention right now

What's Inside

AreaWhat It HandlesWhen You'll Use It
Safety HubKPIs, a needs-attention feed, and the 8-week incident trendStarting your day — see open incidents, expiring permits, and talks awaiting sign-off
Toolbox TalksPre-work safety briefings with a cascade sign-offRecording who was briefed and routing the talk for acknowledgement
Safety WalksAd-hoc site walks with severity-rated observationsWalking the site and logging hazards, good practice, and findings
Permits to WorkTime-bound authorisations for hazardous activitiesRequesting and approving hot work, work at height, excavation, and more
IncidentsReport → investigate → close, with a guarded close-outReporting near misses and injuries and tracking corrective actions
PoliciesOrg and project rules for each safety workflowSetting 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.

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Who Does What

Safety is designed for the field. Anyone on site can report an incident or log a walk observation, while sign-offs and approvals route to the right roles.

RoleTypical Actions
Site crew / foremanReport incidents, attend toolbox talks, flag hazards
Safety officerDeliver talks, run walks, approve permits, investigate incidents
PMC / safety headAcknowledge 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 from a jobsite without a desk.

Accessing Safety

  • Click Safety in the sidebar navigation to open the Hub
  • Sub-pages: Toolbox Talks, Safety Walks, Permits, Incidents
  • Policies live under Admin → Safety Policies

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.