Documents & Safety

Safety compliance, testing documentation, and certification tracking

3

Sections

12

Total Features

Quick Navigation

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Daily Tailgate Safety Meeting

Team safety discussion with attendance tracking (Est. 10 minutes)

Path: Documents → Safety Compliance → Daily Tailgate Safety Meeting

Premium Web Available

Web Version: /DocumentTemplates

Create Daily Tailgate Safety Meeting

Fill out checklist form

Steps:

1. Navigate to Documents

2. Tap 'Safety & Compliance Suite'

3. Select 'Daily Tailgate Safety Meeting'

4. Fill out form

5. Save and share

Web Alternative: Visit /DocumentTemplates on the web app

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Job Safety Analysis (JSA)

Step-by-step job hazard analysis and controls (Est. 20 minutes)

Path: Documents → Safety Compliance → Job Safety Analysis (JSA)

Premium Web Available

Web Version: /DocumentTemplates

Create Job Safety Analysis (JSA)

Fill out checklist form

Steps:

1. Navigate to Documents

2. Tap 'Safety & Compliance Suite'

3. Select 'Job Safety Analysis (JSA)'

4. Fill out form

5. Save and share

Web Alternative: Visit /DocumentTemplates on the web app

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Work Permit

General work authorization and safety requirements (Est. 15 minutes)

Path: Documents → Safety Compliance → Work Permit

Premium Web Available

Web Version: /DocumentTemplates

Create Work Permit

Fill out inspection form

Steps:

1. Navigate to Documents

2. Tap 'Safety & Compliance Suite'

3. Select 'Work Permit'

4. Fill out form

5. Save and share

Web Alternative: Visit /DocumentTemplates on the web app

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Hot Work Permit

Welding, cutting, and other hot work authorization (Est. 20 minutes)

Path: Documents → Safety Compliance → Hot Work Permit

Premium Web Available

Web Version: /DocumentTemplates

Create Hot Work Permit

Fill out inspection form

Steps:

1. Navigate to Documents

2. Tap 'Safety & Compliance Suite'

3. Select 'Hot Work Permit'

4. Fill out form

5. Save and share

Web Alternative: Visit /DocumentTemplates on the web app

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Daily Safety Checklist

OSHA-compliant daily safety inspection (Est. 5 minutes)

Path: Documents → Safety Compliance → Daily Safety Checklist

Premium Web Available

Web Version: /DocumentTemplates

Create Daily Safety Checklist

Fill out checklist form

Steps:

1. Navigate to Documents

2. Tap 'Safety & Compliance Suite'

3. Select 'Daily Safety Checklist'

4. Fill out form

5. Save and share

Web Alternative: Visit /DocumentTemplates on the web app

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Lockout/Tagout Procedure

Electrical isolation safety checklist (Est. 10 minutes)

Path: Documents → Safety Compliance → Lockout/Tagout Procedure

Premium Web Available

Web Version: /DocumentTemplates

Create Lockout/Tagout Procedure

Fill out checklist form

Steps:

1. Navigate to Documents

2. Tap 'Safety & Compliance Suite'

3. Select 'Lockout/Tagout Procedure'

4. Fill out form

5. Save and share

Web Alternative: Visit /DocumentTemplates on the web app

Try Web Version Details

Near Miss Report

Document close calls and potential hazards (Est. 10 minutes)

Path: Documents → Safety Compliance → Near Miss Report

Premium Web Available

Web Version: /DocumentTemplates

Create Near Miss Report

Fill out incident form

Steps:

1. Navigate to Documents

2. Tap 'Safety & Compliance Suite'

3. Select 'Near Miss Report'

4. Fill out form

5. Save and share

Web Alternative: Visit /DocumentTemplates on the web app

Try Web Version Details

Accident Report

Comprehensive incident investigation and documentation (Est. 25 minutes)

Path: Documents → Safety Compliance → Accident Report

Premium Web Available

Web Version: /DocumentTemplates

Create Accident Report

Fill out incident form

Steps:

1. Navigate to Documents

2. Tap 'Safety & Compliance Suite'

3. Select 'Accident Report'

4. Fill out form

5. Save and share

Web Alternative: Visit /DocumentTemplates on the web app

Try Web Version Details

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@section.Description

Meg-Ohm Testing

Equipment insulation resistance testing documentation

Path: Documents → Testing Documents → Meg-Ohm Test

Mobile Only: This feature is exclusive to the mobile app

Create Meg-Ohm Test

Document insulation resistance testing

Steps:

1. Navigate to Testing Documents

2. Select 'Meg-Ohm Testing'

3. Fill test parameters

4. Record readings

5. Generate report

Web Alternative: Feature not available in web app

Details

Grounding Resistance Testing

Ground system resistance measurement documentation

Path: Documents → Testing Documents → Grounding Resistance

Mobile Only: This feature is exclusive to the mobile app

Create Grounding Test

Document ground resistance measurements

Steps:

1. Navigate to Testing Documents

2. Select 'Grounding Resistance'

3. Set up test parameters

4. Record measurements

5. Generate report

Web Alternative: Feature not available in web app

Details

Instrument Calibration

Test equipment calibration tracking and documentation

Path: Documents → Testing Documents → Instrument Calibration

Mobile Only: This feature is exclusive to the mobile app

Create Calibration Record

Document instrument calibration

Steps:

1. Navigate to Testing Documents

2. Select 'Instrument Calibration'

3. Enter instrument details

4. Record calibration data

5. Set next calibration date

Web Alternative: Feature not available in web app

Details

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@section.Description

@section.PremiumTier

Certification Management

Add, track, and manage professional certifications

Path: Home → Certification Tracking

Premium

Mobile Only: This feature is exclusive to the mobile app

Add Certification

Track new professional certifications

Steps:

1. Navigate to Certification Tracking

2. Tap '+' to add new

3. Fill certification details

4. Set renewal reminders

Web Alternative: Feature not available in web app

Details

Back to Mobile App Guide

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Documents & Safety

3

12

Quick Navigation

@section.Title

Daily Tailgate Safety Meeting

How to Use (1 action)

Create Daily Tailgate Safety Meeting

Job Safety Analysis (JSA)

How to Use (1 action)

Create Job Safety Analysis (JSA)

Work Permit

How to Use (1 action)

Create Work Permit

Hot Work Permit

How to Use (1 action)

Create Hot Work Permit

Daily Safety Checklist

How to Use (1 action)

Create Daily Safety Checklist

Lockout/Tagout Procedure

How to Use (1 action)

Create Lockout/Tagout Procedure

Near Miss Report

How to Use (1 action)

Create Near Miss Report

Accident Report

How to Use (1 action)

Create Accident Report

@section.Title

Meg-Ohm Testing

How to Use (1 action)

Create Meg-Ohm Test

Grounding Resistance Testing

How to Use (1 action)

Create Grounding Test

Instrument Calibration

How to Use (1 action)

Create Calibration Record

@section.Title

Certification Management

How to Use (1 action)

Add Certification