All Modules
Take Five / TRACK
Personal pre-task risk assessment for individual workers before lower-complexity jobs. Supports Take Five, TRACK, or your company-specific personal risk tool — with embedded critical control verifications when a critical hazard is identified.
Take Five and TRACK are often the most frequently performed safety workflows on an operational site — completed by individual workers (or teams where allowed) before starting a task to identify hazards and confirm controls are in place.
Often considered as just a simple form, we see this differently as there are often multiple additional steps people do in other systems or paper forms depending on the hazards and controls identified.
When a worker identifies critical hazards during their Take Five, SafeDay automatically surfaces the relevant critical control verifications as part of the same workflow — no separate form, no extra navigation.
Lessons learned relevant to identified hazard are embedded as banners directly in the form. Smart suggestions for common hazards draw from the worker's own history and their team's usage patterns, reducing typing and improving quality and consistency.
All completed documents are available in the lists and dashboards immediately and contribute to the team's shift dashboard with a real-time activity and risk profile.
SafeDay's personal risk assessment modules provides the purpose-built workflow engine for this process — the UX, the hazard taxonomy, the control verification integration, and the intelligence layer. Within the module, organisations configure the specific form or forms they need: Take Five, TRACK, or a company-specific personal risk tool, so different sites or business units can retain their preferred approach without forced standardisation.
Platform capabilities used
- True Offline — Multi-Transactional
- Applied Intelligence
- Electronic Signatures
- Camera Integration
- Location and Maps
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Configuration and Switch Framework
Integrated JHA
Team-based job hazard analysis for complex or high-risk tasks. Integrates standard work procedures, hazard assessment, permitting, approvals, and embedded critical control verifications into a single, structured workflow.
The SafeDay JHA is the platform's most comprehensive risk assessment tool, designed for team-based planning of complex tasks where multiple hazards, control requirements, and approval steps need to be managed together. Each JHA follows a structured workflow — Plan, Setup, Review, Start, Close — that is fully configurable to match site standards. At each job step, workers identify hazards and controls from SafeDay's curated hazard and control taxonomy; the platform smart-suggests relevant options based on the team's history with similar tasks.
Critical control verifications can be embedded at the header or step level — surfaced automatically when a critical hazard is selected, so CCVs happen in context rather than as a separate activity. Standard Work Procedures and Engineering Work Instructions can be referenced or embedded as PDFs within the JHA. High-risk permits — isolation, working at heights, confined space, hot work — can be nested directly inside the JHA with automated role assignment, eliminating duplicate data entry.
Hold points can be inserted at job steps, flagging the JHA in the supervisor's teams dashboard so field leadership can prioritise attendance before work proceeds. Team members sign on and off individually with timestamped, auditable records. JHAs extending across multiple shifts support structured handovers. Copying a previous JHA for a repeat task carries forward the step structure and hazard content while requiring critical control verifications to be completed fresh.
Platform capabilities used
- True Offline — Multi-Transactional
- Applied Intelligence
- Electronic Signatures
- Camera Integration
- Location and Maps
- Sketching and Photo Markup
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Configuration and Switch Framework
Standalone Risk Assessments
Focused risk assessments for specific conditions or hazards — fatigue, hydration, driving in pit — where a full JHA is not required but a structured assessment is.
Some risks require a dedicated assessment that sits outside the standard JHA or Take Five workflow. SafeDay's standalone risk assessment module supports purpose-built assessment forms for specific conditions — personal fatigue checks before a long drive, hydration assessments in extreme heat, or driving-in-pit assessments for visitors.
Each assessment can include conditional logic, scoring models, and follow-up workflows appropriate to the risk and calcuated rating based on the users responses. Results are visible in dashboards. Standalone risk assessments can also be linked to journey management, pre-operational checks, or JHAs where the assessment is a required precondition for proceeding.
Platform capabilities used
- True Offline — Multi-Transactional
- Applied Intelligence
- Electronic Signatures
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Configuration and Switch Framework
Critical Control Checklists
Critical control verification (CCV) for operators and and additional levels such as supervisor or system if configured. Users select the critical hazards and controls relevant to their task and the platform surfaces a smart mashup of the relevant control questions — no irrelevant questions, no N/A clutter.
SafeDay's critical control verifification module supports configurable verification levels - i.e. operator, supervisor, and system — each with tailored question sets matched to the accountability and focus of the verifier. Users select the critical hazards and associated controls relevant to their task; the platform generates a focused question set from that selection, eliminating the need to mark unrelated items as N/A.
Before answering questions, verifiers see a contextual history panel: previous verifications related to the selected hazards for their team or site, open actions from past non-compliances, and non-compliance frequency charts for the past month and past year. Questions with a history of recurring failures are automatically tagged to direct attention to known weak points. Incident alerts and learnings relevant to the hazards are embedded as banners within the form.
Response models go beyond binary yes/no: non-compliances capture whether the issue was fixed in the field, requires a new action, or links to an existing action — preserving operational context that simpler models lose. Hazards identified and failed controls are flagged real-time in the shift, team and site dashboards, equipping leaders for two-way coaching conversations about what is working and what needs to change.
Platform capabilities used
- True Offline — Multi-Transactional
- Applied Intelligence
- Electronic Signatures
- Camera Integration
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Configuration and Switch Framework
Task Critical Control Checklists
Critical control verifications (CCV) built around specific common tasks — rather than hazard categories — so the questions are precisely matched to what the worker is doing right now.
Standard control verifications ask workers to select hazards before questions are generated. Task control verifications reverse this: the worker selects the task they are performing and the platform delivers a pre-configured checklist of the critical control questions relevant to that specific task.
This is particularly useful for frequently repeated, well-understood tasks where the hazard profile is predictable and the value is in ensuring consistent verification of the specific controls for that task rather than a more open hazard selection process.
Task CCVs reduce cognitive load and verification time for common activities while maintaining the rigour of critical control checking. They can be deployed as a complementary module alongside standard CCVs or as the primary CCV approach for teams working in high-repeatability environments.
Platform capabilities used
- True Offline — Multi-Transactional
- Applied Intelligence
- Electronic Signatures
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Configuration and Switch Framework
Equipment / Vehicle Pre-Starts
Smart checklists for multiple equipment types from light vehicles, heavy and ancillary equipment, and specialized equipment such as cranes.
Forms configured within the module define the specific style, responses and checklists and conclusion rules for each equipment type — light vehicles, heavy mobile equipment, cranes, drills etc. Signoff workflows can be defined based on calculated results considering fault categories and scores.
SafeDay's equipment pre-operational check module is purpose-built for the variety and volume of equipment checks performed on a site every shift. The module provides the workflow engine — QR code asset identification, intelligent form selection, scoring logic, fault routing. Forms configured within the module define the specific checklist for each equipment type such as light vehicles, heavy mobile equipment, ancillary and service vehicles, cranes, drills etc.
Smart form selection guides workers to the right checklist for a particular equipment using their recent history and team usage patterns — and QR code scanning allows instant identification of a specific asset. Intelligent scoring models assess fault categories and determine the outcome automatically. Critical unresolved faults restricts the equipment from operation; while faults fixed in the field may requires supervisor or authorised repairer sign-off.
Faults not fixed in the field can generate actions routed immediately to the maintenance team — allowing planners to order parts and schedule work orders during the shift rather than at shift end, reducing mean time to repair. Open faults and non-compliance history for a specific asset are visible to the inspector before they answer the first question. The team shift dashboard and maintenance action reports give supervisors and planners real-time visibility status across the fleet.
Platform capabilities used
- True Offline — Multi-Transactional
- Applied Intelligence
- Electronic Signatures
- Camera Integration
- Location and Maps
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Enterprise Integration & APIs
- Configuration and Switch Framework
Area Inspections and Audits
Periodic inspections and audits of work areas. Supports supervisors and other leaders with both infield coaching, formal inspections or audits and statutory inspections.
Forms configured within the module define the specific checklists for each inspection type and work area.
SafeDay's area inspection and audit module is used across a wide range of inspection types: general workplace inspections, mining manager daily inspections, explosives compound checks, heavy vehicle workshop inspections, drill pad inspections, and statutory audits against HSEQMS standards. The module provides the inspection workflow engine — intelligent form selection, contextual history, smart tagging, scoring, and the coaching review dashboard.
Inspection templates configured within the module define the specific sections, questions, and scoring for each inspection type — and can be published globally across the organisation, restricted to a business unit, or kept site-specific.
Smart form selection uses recent history and team patterns to surface the most likely inspection type for a location when a new inspection is started.
Intelligent history and smart tagging surfaces previous inspection results, open actions, and non-compliance frequencies for the selected work area — so inspectors approach known problem areas with context.
Response models capture non-compliances with photos, comments, and actions.
A review dashboard has been embedded into the process to supports structured two-way conversations between the inspector and the area team — framing the interaction as coaching rather than audit.
Platform capabilities used
- True Offline — Multi-Transactional
- Applied Intelligence
- Electronic Signatures
- Camera Integration
- Location and Maps
- Sketching and Photo Markup
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Configuration and Switch Framework
- Enterprise Integration & APIs
Specialty Equipment Inspections
Purpose-built workflow engine for periodic and statutory inspections of regulated and specialised equipment. Forms configured within the module define the specific inspection checklist, calibration records, and sign-off requirements for each equipment type — lifting gear, classified plant, explosives vehicles, and calibration-dependent assets each with their own template.
Where equipment pre-operational checks are performed by operators at the start of each shift, specialty equipment inspections are performed by maintenance and technical personnel on a scheduled or statutory basis.
You can configure your specific equipment types. In additions to typical verification models, SafeDay's equipment inspection module also supports more specialised checks such as itinerant classified plant inspections with checkin and checkout inspections, explosives mixing truck calibrations, and autonomous haulage inspections.
Each inspection type has its own configurable template, scoring model, and sign-off workflow. Results are integrated with action management for follow-up. Scheduling of inspections can be initiated via the team calendar and scheduling feature, triggering the creation of a new inspection document with the correct template and asset pre-filled.
Platform capabilities used
- True Offline — Multi-Transactional
- Electronic Signatures
- Camera Integration
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Configuration and Switch Framework
- Enterprise Integration & APIs
High-Risk Permits
Structured permits for high-risk work types such as working at heights, confined space, hot work, isolation, excavation, and live electrical work. The workflows include role assignments, rescue plan requirements, and full sign-on/sign-off for all involved personnel.
SafeDay's high-risk permit modules were developed in co-innovation with frontline teams on active mine sites to reflect the real conditions and approval requirements of high-risk work in mining. Supported permit types include: working at heights (with configurable work modes — fall restraint, EWP, ladders, industrial rope access), confined space entry with integrated gas testing, isolation, hot work, excavation, penetration, working near energised low-voltage equipment, and live/un-isolated work.
Each permit type includes conditional logic driven by equipment type or work method selection — reducing irrelevant questions without sacrificing rigour. Rescue plans are required and documented as part of the working at heights workflow. Key roles are automatically assigned and clearly visible.
Sign-on and sign-off workflows support all personnel involved in a permit, including during shift changes and extended shutdown tasks where multiple crews may rotate through the same permit. Permits can be nested inside JHAs with automated data linking to eliminate duplicate entry. All permits are tracked in a permit register and visible in dashboards for site-level oversight.
Platform capabilities used
- True Offline — Multi-Transactional
- Applied Intelligence
- Electronic Signatures
- Camera Integration
- Location and Maps
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Configuration and Switch Framework
General Permit to Work
A flexible permit for managing contractor access and teams working across site boundaries — with pre-checks, critical hazard identification, contractor qualification verification, and clear authority structures for approval and closure.
The General Permit to Work is designed for managing the interface risk between contractor crews or cross-site support teams and the work areas they enter. Common use cases include contractors mobilising to site for a shutdown, infrastructure teams working in operational zones, and support crews entering areas managed by other departments.
The permit creation process guides the issuer to identify critical hazards associated with the task and confirm the applicable risk assessment tools — ensuring that CCV requirements are considered upfront. Pre-checks support verification of contractor readiness before permit activation: inductions, trade qualifications, and competency records can be attached and are visible to permit approvers during review.
Worker lists can be entered manually or bulk-uploaded via Excel import for large contractor groups. Role-based sign-off requirements — contractor representative, owner's team representative, work area owner — ensure clear accountability across all parties. All approvals are timestamped and audit-ready.
Platform capabilities used
- True Offline — Multi-Transactional
- Applied Intelligence
- Electronic Signatures
- Camera Integration
- Location and Maps
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Configuration and Switch Framework
Leadership in the Field and Coaching
Structured in-field engagement for leaders, coaches, and safety specialists. Real-time risk profiling guides leaders to the highest-priority work fronts; built-in history and smart tags equip them for meaningful safety conversations.
Leadership in the Field supports a range of interaction types — CCV reviews, pre-task hazard assessment reviews, quality safety interactions, pre-start meeting coaching, and general coaching engagements. Before conducting a field interaction, leaders can review the relevant JHA or CCV on their device — including hold points, embedded hazards, and existing team CCVs — so they arrive at the work front with context rather than asking the team to explain the situation from scratch.
Smart tags and non-compliance history highlight where the conversation most needs to go. The team shift dashboard provides a real-time risk profile across all active work: which jobs have critical hazards, which have hold points, where equipment faults are unresolved. Leaders can filter by smart tag — for example, showing only JHAs with CCV non-compliances — and drill directly to the document to review and act.
Leader CCVs can be conducted as part of the interaction, generating an auditable record of what was verified, what was found, and what was agreed. Field interaction records include observations, coaching notes, and follow-up actions, contributing to the broader governance picture of control effectiveness across the operation.
Platform capabilities used
- True Offline — Multi-Transactional
- Applied Intelligence
- Electronic Signatures
- Camera Integration
- Location and Maps
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Configuration and Switch Framework
Journey Management
Plan, approve, and track travel for field and remote workers. Integrates route planning, fatigue checks, equipment prestarts, and real-time check-in monitoring with automated escalation for overdue journeys.
Journey management in SafeDay covers the full lifecycle of a field or remote journey — from pre-journey planning and risk assessment through to real-time monitoring and safe arrival confirmation. Journey plans include route details, estimated duration, vehicle selection (which links to the relevant prestart check), and fatigue assessment. Approval workflows route the journey to the designated journey manager or supervisor before departure.
During the journey, check-in intervals are configured based on risk — remote desert routes require more frequent check-ins than on-site travel.
The Journey Movement Board dashboard gives journey co-ordinators a live view of all active journeys, highlighting those due for check-in, overdue, or recently completed.
Overdue journeys trigger automatic escalation notifications to the journey manager, then to the relevant management hierarchy if the overdue status persists.
At journey end, the driver closes out the journey and confirms safe arrival. All journey records are integrated with SafeDay's dashboards.
Platform capabilities used
- True Offline — Multi-Transactional
- Location and Maps
- Electronic Signatures
- Camera Integration
- Adaptive Dashboards and Analytics
- Configuration and Switch Framework
Report Hazards
Simple in-field hazard reporting for workers. Reported hazards are immediately visible to supervisors and safety teams — and can trigger site-wide alerts when urgent.
SafeDay's hazard reporting module gives every worker a fast, simple way to report a hazard they encounter in the field — without requiring them to navigate complex forms or return to a site office. Reports capture the hazard description, location, photos, and an initial risk classification using the site risk matrix.
Reported hazards are immediately visible to the relevant supervisor their inbox and included in the realtime team and site dashboards.
Critical hazards — a road closure, a major spill, an unexpected collapse — can be escalated to a site-wide alert that pushes a notification alert to all users on site.
Hazard reports can be managed entirely within SafeDay's action management system or integrated to a back-office HSE platform for an extended lifecycle management.
Platform capabilities used
- True Offline — Multi-Transactional
- Camera Integration
- Location and Maps
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Enterprise Integration & APIs
- Configuration and Switch Framework
Meetings and Handovers
Shift handovers, toolbox talks, and pre-start meetings. Forms configured within the module define the structure for each meeting type — ensuring record keeping and key risks, learnings, and outstanding actions are captured and communicated consistently across every shift change.
Shift handovers and pre-start meetings are where safety-critical information — active hazards, outstanding actions, equipment status, key learnings — should transfer reliably from one crew to the next. In practice, verbal handovers lose detail and paper-based records are rarely read.
SafeDay's meetings and handovers module provides structured digital templates for toolbox talks, shift handovers, and pre-start meetings, with configurable sections for risk items, outstanding actions. A daily shift log — notes, photos, and observations accumulated throughout a shift — can be automatically incorporated into the handover, giving the incoming supervisor a structured record of the shift as it actually happened rather than a summary from memory.
Meeting records are searchable and contribute to the broader compliance record, demonstrating that safety communication is occurring consistently.
Platform capabilities used
- True Offline — Multi-Transactional
- Electronic Signatures
- Camera Integration
- Adaptive Dashboards and Analytics
- Configuration and Switch Framework
Onboarding and Induction
Digital in-field onboarding for site-specific inductions, area inductions, and shutdown contractor mobilisation. Workers are onboarded and productive with clear safety expectations without requiring them to leave the field.
SafeDay's onboarding module supports efficient site and area induction for new workers — whether permanent employees joining a new site or contractors arriving for a shutdown — providing a structured digital induction that may cover site rules, safety commitments, critical risks, emergency procedures, and area-specific requirements. Workers complete the induction on their device and sign off on each section.
Combined with the 'invite a colleague feature' a supervisor can invite a contractor via QR code or mobile number on the spot, the contractor downloads the app and completes the onboarding workflow immediately. The contractor is operational within minutes eliminating queuing, paperwork, and delays of traditional onboarding processes — particularly important during shutdowns where hundreds of contractors may arrive over a short window.
Platform capabilities used
- True Offline — Multi-Transactional
- Flexible Authentication
- Electronic Signatures
- Camera Integration
- Adaptive Dashboards and Analytics
- Configuration and Switch Framework
Action Management
A platform-wide action management system shared across every module. Actions raised from non-compliances, equipment faults, hazard reports, or coaching observations all flow into one place — assigned, tracked, escalated, and closed out with full audit trail.
Action management in SafeDay is a feature of any individual module — it is an integrated and shared capability . An action can be raised from a CCV non-compliance, an equipment prestart fault, an area inspection finding, a hazard report, or a leadership coaching visit, and all actions flow into the same system with consistent assignment, prioritisation, and tracking.
Actions are categorised by source module and priority level. Escalation rules automatically change the status of overdue actions and notify the relevant hierarchy — supervisor, then manager, then manager once removed — without requiring manual chasing. Open actions for a specific piece of equipment or hazard are surfaced contextually inside forms when a worker or inspector next encounters that asset or hazard, closing the feedback loop between the finding and the follow-up verification.
Actions can be integrated to external systems — SAP plant maintenance notifications, HSE backoffice systems — via the SafeDay Enterprise Integration Layer. Action status reports are available at personal, team, and site levels, with full drill-through to the source document.
Platform capabilities used
- True Offline — Multi-Transactional
- Adaptive Dashboards and Analytics
- Applied Intelligence
- Enterprise Integration & APIs
- Configuration and Switch Framework
Learning and Competency
Deliver, track, and verify learning and competency assessments for frontline workers. Integrate training content into frontline workflows so knowledge is delivered at the moment it is relevant.
SafeDay's learning module allows you to embed frontline training content directly in the platform where work is performed.
The process can include quiz questions and rating if required and the record stored and tracked for reporting purposes.
Platform capabilities used
- True Offline — Multi-Transactional
- Electronic Signatures
- Adaptive Dashboards and Analytics
- Applied Intelligence
- Configuration and Switch Framework
Surveys
Create and distribute in-field surveys for workforce engagement, safety culture assessments, and improvement initiatives.
SafeDay's survey module enables distribution of structured surveys to specific sites, or the entire workforce via the mobile app. Surveys can be anonymous or attributed, with configurable question types — rating scales, multiple choice, free text — and conditional logic that adapts questions based on prior answers.
Platform capabilities used
- True Offline — Multi-Transactional
- Adaptive Dashboards and Analytics
- Configuration and Switch Framework
Community Engagement & Forms
Digital forms for capturing community and stakeholder interactions in the field — stakeholders, engagement records, requests, commitments, complaints — linked to your Social Licence to Operate systems.
SafeDay's community engagement module gives field personnel a structured way to capture community and stakeholder interactions at the point they happen — a complaint from a neighbouring landowner, a commitment made during a community consultation, or an engagement record from a community liaison visit. Each interaction is timestamped, and linked to the relevant stakeholder, engagement type and location.
Records can be integrated with Social Licence to Operate platforms and back-office HSE reporting systems via the enterprise integration layer.
Platform capabilities used
- True Offline — Multi-Transactional
- Camera Integration
- Location and Maps
- Electronic Signatures
- Adaptive Dashboards and Analytics
- Integrated Action Management
- Configuration and Switch Framework
- Enterprise Integration & APIs
Dashboards, Analytics and Document Search
Real-time adaptive dashboards for every person in the operation — and intelligent document search for finding and acting on specific records. The adaptive engine generates the right dashboard for each team automatically, with no build required and no updates needed when new modules are adopted.
SafeDay provides two complementary reporting capabilities that serve different needs.
Adaptive Dashboards give every person a relevant, real-time view — personal summaries for individual workers, team and shift views for supervisors, site and organisation rollups for senior leadership. The adaptive engine automatically generates the correct tabs and KPIs for each team based on which modules they actually use. No dashboard needs to be built per team, and when a new module is adopted anywhere in the organisation, every relevant dashboard updates automatically. This makes incremental rollouts genuinely agile — new sites and new modules can go live without any reporting infrastructure work.
Aggregation follows two independent hierarchies: team structure based on reporting lines and site structure based on location.
Smart tags are used to highlight issues such as overdue actions or hold points if dashboard panels are collapsed.
Dashboards are interactive. You can click on any KPI or row/column in a chart (i.e. a non-compliance for a particular hazard) and a dialog with a tailored dashboard for that particular focus is generated. This includes an ability to drill through to the list of documents behind the KPI (i.e JHA's where the non-compliances occured). This offers a very simple and interactive way of understanding the real event behind the KPI's without constant change of filters for the overall dashboard which often makes you loose the overview.
The real-time shift view for leaders for their team is made avaialble offline so leaders don't loose the context when in the field.
Intelligent Document Lists serve anyone who needs to find, filter, and act on specific documents — powered by dynamic facets generated from the actual content of returned documents.
Our realtime analytics API allows you to integrate documents and KPI's into your enterprise reporting tools such as data lakes technologies, PowerBI and Tableau.
Platform capabilities used
- Adaptive Dashboards and Analytics
- True Offline — Multi-Transactional
- Applied Intelligence
- Enterprise Integration & APIs
- Configuration and Switch Framework