Guides

How the platform actually works

This is the real product documentation — the same 95 guides our customers read inside the app, published in full. No gate, no form. If you want to know exactly how we handle a 7000-2 or a confined-space permit before you talk to anyone, read it here.

Agency oversight & the cross-member loss run

See safety performance rolled up across every member organization of your pool or agency — incidents, recordables, and a re-derived agency TRIR/DART — and export the cross-member loss run in one click.

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Agency-issued permits

Issue permits from the agency to its constituents — member organizations or outside businesses — and track them through expiry, renewal, and revocation.

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Arc flash / electrical

Track each piece of electrical equipment's arc-flash study and label, with automatic escalation when a study is missing or the five-year review lapses.

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Asbestos abatement

Run asbestos abatement projects through notification, abatement, final PCM clearance sampling, and a reoccupancy gate that only opens when clearance passes.

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Ask for help

Ask plain-language questions — typed or by voice — about how the app works or about your own live data, and get short answers with links to the source guide pages.

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Asset safety passports

Give every machine and vehicle a scannable QR passport showing its live safety state — inspection status, LOTO procedures, open defects — with no-login defect reporting.

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Audits & inspections

Plan and conduct inspections from a checklist, score each finding, raise CAPA on failures — with recurring templates that reschedule themselves and overdue reminders.

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Bloodborne pathogens

Maintain the exposure-control plan and the sharps/exposure-incident log with post-exposure follow-up.

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CAPA (corrective & preventive actions)

Track corrective and preventive actions to closure through Open → In progress → Completed → Verified, with due-date escalation and a 30-day effectiveness review.

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Carrier profile (FMCSA)

See your carrier's public FMCSA record — census data, inspection totals, out-of-service rates vs national averages, and SMS BASIC measures — synced monthly by DOT number.

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Chemicals & SDS

Keep a current GHS-classified safety data sheet for every hazardous chemical, flag ones past review, and export an EPCRA Tier II-ready inventory.

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Cold stress

Assess cold-work conditions by NWS wind chill, confirm the required cold-stress provisions, and correct gaps with a CAPA.

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Combustible dust

Register dust hazard areas, classify them by Kst, and track Dust Hazard Analysis reevaluation and housekeeping accumulation.

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Compliance calendar

Every dated compliance deadline across all modules in one filterable list — 15+ categories from permit expiries to LOTO annual inspections — with a subscribable .ics feed.

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Compressed gas cylinders

Keep a register of compressed-gas cylinders with storage-handling status, DOT hydrostatic requalification tracking, and decommissioning for returned bottles.

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Confined spaces

Keep a permit-required confined-space inventory, re-evaluate classifications annually, and issue entry permits only when the atmospheric test is within acceptable limits.

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Constituent reports

Receive safety and incident reports filed up to the agency by its constituents — including anonymous public submissions via a shareable link — and triage each one from submitted through closed.

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Contractor safety

Pre-qualify contractors, verify company documents and per-worker credentials, and gate site access on a complete, valid set — with 30-day expiry warnings.

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Controlled documents

Manage controlled policies and procedures with version control, review cadence, real-user acknowledgments, and retirement for obsolete documents.

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Custom forms

Build your own forms with custom fields, add no-code workflow rules that flag submissions or raise CAPAs, and read every response on the responses page.

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Dashboard

A one-screen rollup of every EHS program, with clickable tiles that jump straight to the filtered list.

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Driver hours of service

Log daily driver hours against the FMCSA 49 CFR 395 limits, with automatic daily flags, rolling weekly totals, and escalation of recent violations to the Safety Team.

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Driver qualification files (DQF)

Maintain a 49 CFR Part 391 driver qualification file (DQF) per driver — CDL, medical examiner's certificate, annual MVR review and road test — with a red/amber/green status and automatic escalation of a disqualified driver.

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Emergency preparedness

Build Emergency Action Plans against the six required elements, log evacuation drills with headcounts and deficiencies, and get escalated when a site's annual drill is overdue.

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Environmental compliance

Record monitoring readings against permitted limits and track permit obligations (DMRs, stack tests, renewals, fees) on a deadline calendar; exceedances and overdue obligations can raise CAPA.

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Ergonomics (lifting)

Score manual lifting tasks with the NIOSH lifting equation and correct high-risk lifts.

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Excavation & trenching

Register open excavations with soil, protective-system, egress and atmosphere checks, log daily competent-person inspections (escalated when overdue), and close out with backfill.

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Eyewash & safety showers

Register emergency eyewash and safety showers and track weekly activations and annual inspections; failures take the station out of service, and missed checks escalate automatically.

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Fall protection (Subpart M)

Run the Subpart M fall-protection program — register fall-hazard areas against the 6-ft trigger and track personal fall-arrest equipment inspections that remove defective gear from service.

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Fire extinguishers

Register portable fire extinguishers and track their monthly, annual, and hydrostatic checks — overdue units are flagged and escalated to the safety team automatically.

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First aid & AED

Register first-aid kits and AEDs, run monthly readiness checks, and track supply and battery expiry — with automatic escalation when anything lapses.

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Fleet & DVIR

Register fleet vehicles and log daily Driver Vehicle Inspection Reports that hold a vehicle out of service until repairs are certified.

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Forklifts (PIT)

Certify forklift operators every three years and record pre-use truck inspections that pull defective trucks from service.

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Get set up

A persistent four-step setup wizard — business profile, sites, industry-matched starter content, then your data and team — that saves progress as you go.

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Hazardous drugs (USP <800>)

Keep the USP <800> hazardous-drug handling register — containment, PPE, spill kits, Assessment of Risk — with annual assessments and surface-wipe sampling on cadence.

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Hazardous waste

Track hazardous-waste accumulation containers against RCRA time and volume limits, then ship them off-site under a real manifest number.

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Hearing conservation

Track audiometric baselines and annual audiograms, flag standard threshold shifts and recordable hearing loss, and chase overdue annual tests.

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Heat illness

Assess heat risk from temperature and humidity via the NWS heat index, and confirm the required heat-illness provisions are in place.

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Hot work permits

Issue hot-work permits for welding, cutting, and other spark-producing work only when every fire-prevention precaution is verified.

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Huddle board

A kiosk-style safety KPI wall for one site — days since last recordable, observations, stop-works, open actions, live permits, and high-energy events — with a read-only link for the breakroom TV.

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Import data

Load your existing spreadsheets — one whole onboarding workbook or one data type at a time — with a dry-run validation pass before anything is written.

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Incidents

Report injuries, illnesses, and near misses; determine OSHA/MSHA recordability with a human sign-off; investigate and correct — all from one case.

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Industrial hygiene

Record exposure samples against OELs, band SEGs with AIHA statistics, and run recurring medical surveillance with 30-day due reminders.

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Industry injuries (OSHA)

Real severe-injury reports from your industry — OSHA 1904.39 hospitalizations and amputations — turned into toolbox talks with one click.

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Inspection readiness

A one-screen "an inspector is coming" checklist showing everything outstanding for a chosen regime.

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Inspector mode

Schedule and conduct agency inspections of your member organizations, issue citations with abatement deadlines, and track each citation to closure — the loss-control / regulator visit workflow.

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Job hazard analysis

Break a job into steps, identify each step's hazards and controls, approve on an annual review cycle, and raise CAPA on uncontrolled hazards.

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Ladders & walking surfaces

Register ladders, stairways, platforms, and dockboards, record periodic inspections that pull a failed asset from service, and decommission what's scrapped.

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Lead surveillance

Track blood-lead surveillance and medical removal protection under 1910.1025 / 1926.62.

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Learning teams (HOP)

Convene a small team to learn how work actually happens (session 1), design improvements (session 2), and turn insights into preventive CAPAs — conditions, not culprits.

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Lockout/tagout (LOTO)

Maintain written energy-control procedures and their annual periodic inspection under OSHA 1910.147, record each live lockout with its zero-energy verification (d)(6), group members (f)(3) and release (e), with overdue inspections and unverified lockouts escalated automatically.

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Lone worker

Monitor people working alone with a check-in cadence — a missed check-in alerts the monitor automatically and can text the worker a man-down "Are you OK?" SMS that they answer by replying OK.

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Machine guarding

Register machines and record quarterly guarding inspections; a guarding defect removes the machine from service until the guard is restored, and lapsed inspections escalate automatically.

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Management of change

Run proposed changes through a structured impact review before approval, with expiry tracking for temporary changes and CAPA follow-up.

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Management review

A KPI summary of leading and lagging indicators for the periodic management review, with a peer benchmark.

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Medical & exposure records (1910.1020)

A register of employee medical and exposure records under OSHA 1910.1020, with consent-gated access — granted and denied attempts both audited — and enforced retention with audited disposal.

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Mine profile (your MSHA public record)

Your mine's actual MSHA public record — violations, inspections, and Part 50 accidents — synced weekly from MSHA's Friday data refresh and shown beside your own data.

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MSHA workplace exams

Record MSHA competent-person workplace examinations each shift, log adverse conditions and their correction, and keep exams on a recurring cadence.

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My work

Your personal inbox — open corrective actions assigned to you plus your notifications, with email/SMS delivery settings that prefill from your identity and the roster.

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Noise dosimetry

Log personal and area noise measurements; the app bands them against the OSHA action and PEL levels.

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Notification routing

Decide who is actually emailed when an alert is addressed to a group like the Safety Team. A distribution list fans each escalation out to every member, so overdue inspections and out-of-service equipment reach real people, not just an in-app queue.

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Observations (BBS)

Capture safe and at-risk behaviors, conditions, and near misses from the field — online or offline — classify SIF potential, and raise CAPA on the unsafe ones.

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OSHA history (public record)

Your establishment's federal OSHA inspection and citation history from DOL's public enforcement data — match your site once, and the history follows it.

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Pallet racking

Run pallet-racking damage on the red/amber/green traffic light, with weekly walks, automatic CAPAs, and amber that ages to red at 4 weeks.

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People

Maintain your workforce roster — the master list of people (with mobile numbers) that pickers, incidents, training and the spreadsheet import all refer to.

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Permit board

A live wall view of authorized work per site — active, issued, and needs-attention permits — with a read-only, no-login kiosk link for the control room.

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Permits to work

Authorize higher-risk work through a controlled request → approve → activate → close lifecycle, with precautions, isolation links, credential gating and conflict checks built in.

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Process safety (PSM)

Track the fourteen PSM elements for each covered process under OSHA 1910.119, with review-date stamping, automatic recurrence escalation (PHA 5-yr, audits 3-yr, procedures annual) and CAPA for gaps.

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Radiation dosimetry

Log dosimeter readings, accumulate year-to-date dose, and grade it against the 10 CFR 20 annual limits and the ALARA investigation levels.

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Recordkeeping & MSHA

OSHA 300/300A/301 recordkeeping plus end-to-end MSHA Part 50 — Forms 7000-1 and 7000-2 — the platform's differentiator.

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Reference lists

Managed pick-lists that keep values like job titles, departments, and IH agents consistent, not re-typed.

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Regulatory permits & licences

Every authority-issued permit and licence — agency, number, validity window, conditions — with automatic renewal-window tracking, expiry escalation, and 📷 scan-to-add.

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Reports & export

A site-by-site rollup, one-click CSV extracts of eight datasets for Power BI or Excel, and the compliance-deadline .ics calendar feed.

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Respiratory protection

Track medical clearances and annual fit tests so every respirator user stays qualified under OSHA 1910.134.

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Return-to-work cases

Track an injured worker's restricted or modified duty — restrictions, accommodation, and follow-up reviews — through to a full-duty return, with overdue reviews escalated automatically.

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Rigging & cranes

Register slings and cranes and record frequent and periodic inspections that remove a failed unit from service; overdue inspections escalate, and registers can be bulk-imported from a spreadsheet.

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Risk assessments

Rate task hazards on a 5×5 likelihood-severity matrix, capture controls and residual risk, raise CAPA on high residual risks, and keep assessments on an annual review clock.

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Root cause analysis

Run a structured 5-Whys, fishbone, or combined investigation, confirm root causes, and drive corrective CAPA to verified closure.

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Safe patient handling

Keep a per-care-area register of patient mobility, lift equipment, staff training and a written program, with an annual re-assessment that escalates when overdue.

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Safety committee

Log safety-committee meetings with attendance and topics, track action items to closure, and get escalated when a committee stops meeting or an action goes overdue.

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Scaffolds

Register scaffolds and record competent-person tag inspections — green, yellow, or red — before every work shift; Dismantle stops the daily clock, and missed inspections escalate to the competent person.

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Shift safety handover

Structured shift-to-shift handover — your notes plus an auto-snapshot of everything open, closed by the incoming supervisor's acknowledgment and escalated after 12 hours if it isn't.

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Silica (29 CFR 1926.1153)

Track OSHA silica under 29 CFR 1926.1153 — the Table 1 task register, the (d) alternative exposure-assessment path (air monitoring/objective data vs the PEL), the written exposure control plan (g), and medical surveillance (h) — flagging gaps and escalating overexposures.

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Silica (MSHA Part 60)

Run the 30 CFR Part 60 mine silica program as written — SEG sampling, PEL-exceedance evidence packets, and §60.15 medical surveillance — ready for the day the stay lifts.

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Sites

Set up your establishments; a site's kind drives its regulatory regime, its hours drive your rates, and its NAICS/DOT codes unlock benchmarks.

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SPCC (oil spill prevention)

Register oil-storage containers and their secondary containment under EPA's SPCC rule (40 CFR 112), with automatic applicability and 110%-containment checks.

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Stop-work authority

Record, acknowledge, and resolve stop-work-authority events — every stop is celebrated as a good catch, never punished.

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Stormwater (SWPPP)

Log SWPPP inspections and benchmark monitoring under the EPA Multi-Sector General Permit; missed cadences escalate automatically, and deficiencies and exceedances can raise CAPA.

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Team

Invite coworkers into the workspace and manage who can access it and at what permission level.

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Training

Track competency and certifications with computed expiries, scan certificates to prefill records, define role training matrices, and deliver courses with lessons and quizzes.

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Vaccinations & TB screening

Track worker vaccinations and TB screening — hepatitis B offers and signed declinations under OSHA 1910.1030(f)(2), plus flu, MMR, varicella, Tdap, COVID-19 and CDC-guided TB screening.

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Visitor & contractor sign-in

Sign visitors and contractors in and out, with safety-orientation status captured at sign-in and a flag for any contractor on site without a current orientation.

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Welcome to your EHS platform

How to use this guide, find your way around the platform, and get answers fast.

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Worker credentials & licences

Track worker licences and certifications issued by outside authorities — scan the card to prefill, explicit grace periods, 30-day expiry reminders, and the credential gate on permit approval.

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Workplace violence

Maintain the written prevention plan with its annual review, log workplace-violence events by type and severity, record the post-incident debrief within two days, and correct serious ones with a CAPA.

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95 guides · 43k words · written for people who already bought it, which is why they don't oversell.