Safety / HSE

Safety / HSE has three registers. Incidents record an event that needs investigation or corrective action. Toolbox Talks record a team safety briefing and attendance. Observations record a positive practice or an unsafe condition. Use the Safety add-on and the appropriate action permissions. A note in a DPR is useful context, but does not replace a detailed safety record.

1. 01

   Select the right register

   Use Incident for an event, Observation for a condition or good practice, and Toolbox Talk for a briefing. Select the project and actual date.

2. 02

   Record facts and responsibility

   Describe what happened or was discussed. For an incident, record immediate action and evidence; for a talk, verify the actual attendees.

3. 03

   Complete the follow-up

   Assign corrective actions and due dates where needed. Update completion evidence and obtain the required review before closure.

In Safety → Incidents, create a record with project, event type, severity, occurrence time, location, description and immediate action. Add relevant evidence. Use Reported → Under investigation → Corrective action → Closed as applicable. Some events can close earlier, but incomplete corrective actions still block closure. Investigation and closure require separate permissions. Injury or fatality incidents trigger administrator notifications; do not rely on an app notification as the site’s emergency response.

For an unguarded opening, record the immediate protection and assign the permanent guard installation with a due date. Update each action’s completion and evidence, then close the incident only after all required actions are complete. For an observation, record whether it is positive or negative, assign follow-up and move Open → Actioned → Closed as appropriate.

Open Toolbox Talks, select the project and date, enter the topic and discussion notes, and review the attendee list. Project assignments can prefill attendees; check who actually attended before saving. “Working at height before roof shuttering” explains the briefing better than “Safety meeting”. A scheduled talk is not proof that everyone attended.

The client portal presents a limited safety summary when Safety and Client Portal are available. It does not expose the internal investigation and personal incident details as a complete register. Keep sensitive evidence in the correct internal record and use Documents sharing deliberately.