Setting Weekly Safety Targets

AUDIENCE: Safety Admins, Account Owners

What if those running your worksites could measure how they were doing for the week?

We know that worksites get busy and people forget to perform certain tasks.

The issue is real:

  • People might learn less on the worksite
  • Hazards are not being offset enough
  • Equipment doesn't get inspected
  • Worksites aren't checked and documented

Found under your Worksites, We've just released a widget that will help worksites understand their numbers over a single week.


Now, with Weekly Safety Targets, you can help your teams see where they need to "up their game".

Setting worksite safety goals is simple:

  1. Set your target numbers
  2. Inform your worksites they can now self monitor
  3. Monitor performance

Note: If you don't want these to display, simply leave each target as zeros. If you only want certain targets to display, leave the unwanted ones as zeros.

Imagine teams hitting their safety targets each week? For you this means no more emailing, texting, phoning, or meeting to remind people.

Add your safety targets now. You can set them under the administration menu between Equipment Inspection Lists and Users.


After you've been using this module for a while we hope to implement the following:

  • An easy to access report for all of your worksites
  • Ability to set specific targets for each individual worksite (currently, the set target numbers are global to all worksites)
  • Notifications to worksite foremen / managers that they're missing their targets

The saying is, "What gets measured gets managed". This new widget will allow your worksites to be the best that they can by achieving their goals.

Release notes

Five quick updates released last night.

  1. Actual Cost on your Incident Closeouts, is no longer a required field. This gives you time to receive quotes and calculate the real cost. Using this field will help you calculate your total incident costs at the end of the year.
  2. If a sketch, diagram, or notes are not uploaded to an incident's statement, there's now a message indicating that nothing was uploaded.
  3. When someone is working alone, you can now link from the working alone page to the Site-Specific Hazard Assessment that initiated someone working alone.
  4. When controlling Formal Hazards Assessments, you can now identify whether the hazard is a Safety Hazard or a Health Hazard.
  5. On Formal Hazards Assessments, "Signed by" is now "Approved by".

Feedback is key to safety learning

Feedback is a critical part of improving safety. When people are on projects, and working in different locations, it becomes difficult to offer regular feedback.

Starting with Site Specific Hazard Assessment (FLHAs / JHAs), you can now offer feedback to the activity Organizer.

On the homepage feed (if you're an admin), Site Specific Hazard Assessments will show a new icon (person with a checkmark).

Screen Shot 2020-09-16 at 12.05.26 PM.png

If this icon is grey, you can add feedback to this activity by clicking into it.

Screen Shot 2020-09-16 at 12.07.31 PM.png

If the icon is green, you have already added feedback to this activity.

Screen Shot 2020-09-16 at 12.02.52 PM.png

Leaving feedback is not meant to be complicated or time consuming. These are meant to be valuable quick hits for the organizer. Adding feedback consists of your recommendations, and a signature. We handle the rest!

Feedback for your activity organizers is collected at the bottom of their Directory profile. This gives you a perfect opportunity to sit with each organizer on a scheduled basis to review your recommendations. It's a great tool for helping people do better!

Screen Shot 2020-09-16 at 12.02.24 PM.png

Examples of feedback that we've seen over time:

  • list better offsetting descriptions
  • list complete location details
  • know where your hospitals are
  • please track crew input
  • make sure all people involved have signed next to their name
  • these need to be completed prior to starting work, why is the date so late in the day?

Speedy equipment inspections

Equipment inspections are integral to tracking preventative maintenance, and keeping your team safe. Many of you are already using the equipment inspection module (👏), but now we've taken the process one step further.

When you go to the equipment section, and click to view a piece of equipment, you will see a QR Code for Inspection button. Clicking this button will download a high-res QR code that's specific to that piece of equipment. When scanned by a phone or tablet, the user will be taken to the associated Equipment Inspection list for this piece of equipment. The relevant inspection items, and equipment will be preloaded for your users.

From vehicles to hand saws to message boards, feel free to print stickers for each piece of equipment. This will make the inspection process super easy on your worksites.


Green vs. orange checkmarks

Now that you have the ability to add attendees after a safety activity is completed, we have included an indicator in the feed for you. Safety items with the orange checkmark have been completed, but still require some signatures. Safety items with the green checkmark have been completed, and all signatures present. We're sure this will help in tracking down those that need to sign.

Screen Shot 2020-06-24 at 11.37.30 AM.png

Screen Shot 2020-06-24 at 11.54.57 AM.png

QR codes to view competencies or certificates

There are many instances where QR codes might be printed, or attached to an item in the field.

Under a user's profile you have the ability to download a QR code. Using your phone's camera, scanning a QR code will take you directly to that specific worker's profile. This is the simplest way to access a worker's competencies or certificates, while on the worksite.

One use case for this is to provide a quick way to see if a worker has the required competencies prior to starting a task. For example, is that user competent in running a specific piece of equipment? Are the competent in completing that required documentation? Are they competent in loading that trailer? You get the gist.

Another scenario might be when a user is required to produce proof of a certification. Scanning their QR code gives you quick access to items like their: first-aid certificate, proof of licence, TDG documentation, etc.

QR codes are meant to be printed, so don't hesitate to use them on id cards, stickers, crew sheets, etc.


Emailing completed incidents

Under certain circumstances incidents are reportable. Whether it's to a prime contractor, OH&S, or management, we make your job easy. If you are a Field Relay admin (typically the safety team or account owners), you have a new Share widget to send your incidents to internal or external people. Simply add who should receive the email, and we'll handle the distribution. We're sure that this will help in your required incident reporting. Note, an incident form must be complete before it can be shared.

Screen Shot 2020-06-15 at 12.19.38 PM.png

Monthly user activity

If you're responsible for monthly reporting on user activity, you're going to love this. Under the Directory, we've just added a rolling 12 month window of a user's activity. You'll get counts on both Items Attended, and Items Organized. That's two less spreadsheets for you!

Screen Shot 2020-06-02 at 3.24.09 PM.png

Screen Shot 2020-06-02 at 3.18.56 PM.png

Adding late attendees

We've rebuilt how late attendees are added to a completed form (eg., Field Level / Site Specific Hazards Assessments, Toolbox Meetings, etc.). Users will no longer have the ability to click "edit" to add their name. Additional attendees will need to view the completed form, and scroll to the attendees section (where the existing signatures are). Users will see a button to click "Add Attendees".


Once clicked, they will be taken to a page to choose the attendee, and then sign. This process helps to maintain the integrity of the form, and it's much less clicking!

Restrict viewing of documents

Looking to post management-only documents? Now you have the ability to hide documents from basic users. Many companies have pricing, quotes, project plans, or crew lists that need to be tied to a project without everyone seeing them. Now you have this capability by using the Visible or Hidden option. This feature is available in Site Documents and the Resources section. We hope you like it!