Safety Hub App Overview

Safety Hub

1. What it is

Safety Hub is the central workplace safety app. It handles incident reporting and investigation, proactive safety observations, toolbox talks (safety meetings), safety certification tracking, emergency alerts with muster roll-call, and regulatory compliance reporting for OSHA (US) and WCB (Canada).

• Enablement: Requires a license. An admin enables it from Admin → Apps Marketplace. It is not turned on automatically.
• What it is not: Safety Hub does not replace Lone Worker (timed check-ins and SOS escalation for solo workers) or Inspections (structured inspection checklists and field audits). Those are separate apps — but Safety Hub shares a corrective-action register with Inspections, and Lone Worker can open a Safety Hub incident when an alert resolves as an incident.

2. Standing it up

1. Enable the app — go to Admin → Apps Marketplace, find Safety Hub, and enable it.
2. Set up locations — go to Admin → Locations. Incidents and observations are tied to locations, and manager visibility of incident details is scoped to the locations they manage. At least one location should exist before your employees start reporting.
3. Choose which modules to turn on — go to Safety Hub → Settings. Six modules can be toggled independently: Incidents, Observations, Toolbox Talks, Certifications, Emergency Alerts, and OSHA Compliance (US). WCB Compliance (Canada) is off by default. Each module’s sidebar tabs appear only when its toggle is on.
4. Define certification requirements (if using Certifications) — go to Safety Hub → Admin → Certification Requirements and create the certifications your workforce needs. You can scope a requirement to specific roles, locations, departments, or job titles, or leave it unscoped so it applies to everyone. Link a requirement to a Training app course so completed training counts as a held certification.
5. Set up the public safety portal (optional) — the portal lets unauthenticated visitors and contractors report hazards and read your safety knowledge base. It is governed by the Public Portal configuration, not a Safety Hub toggle.
6. Confirm it worked — managers should see the Safety Hub dashboard with metric tiles and quick-action buttons. Employees should see Submitted by Me and the enabled module tabs in the sidebar. On mobile, employees see their personal submitted-by-me feed.

Silent dependency: If you enable the Certifications module but do not create any certification requirements, the certifications roster and compliance views will be empty. The module shows certifications against defined requirements — there is nothing to track until at least one requirement exists.

3. How it fits together

Incidents and investigations — An incident is a report of something that happened: an injury, near miss, property damage, environmental issue, security event, vehicle accident, or equipment failure. Incidents move through statuses: Reported → Investigating → Investigation Completed → Closed. High-severity or injury incidents automatically trigger an investigation assignment. The assigned investigator has a configurable deadline (default 7 days) and receives reminders if overdue. An incident cannot be closed until its investigation is complete. If CAPA effectiveness verification is turned on, it also cannot be closed while any corrective action is completed but unverified.

Corrective actions (CAPA register) — Corrective and preventive actions are tracked in a shared register that spans both Safety Hub and Inspections. An action can be sourced from an incident or an inspection finding. The register shows open, overdue, and awaiting-verification queues. When the ISO 45001 effectiveness-verification policy is on, a completed action must be verified by a manager (who is not the assignee) before its parent incident can close.

Safety observations — Observations are proactive reports of what employees see: positive safety behaviors, at-risk conditions, or near misses. Observations can be submitted anonymously if the setting is enabled. Managers can run observation campaigns — time-boxed drives with a target count, focused categories, and optional rewards.

Toolbox talks — Short safety meetings with attendance tracking. A manager schedules a talk, optionally links it to a topic from the topic library, and lists expected attendees. During the meeting the facilitator records attendance; if signatures are required, each attendee signs. After the talk is completed, missing attendees are notified.

Emergency alerts — Multi-channel emergency notifications dispatched across in-app, email, push, SMS, voice, and digital signage. Each alert requires a response: either an acknowledgement or a safety check-in (“I’m safe” / “Need help”). The muster roll-call dashboard shows real-time response status per recipient and per channel. An alert can be opened as a new incident directly. Alert templates let admins pre-author recurring alert types. Alerts are translated to each recipient’s language at send time.

Certifications — Track which safety certifications your workforce holds against the requirements you defined. Requirements can be scoped to roles, locations, departments, or job titles. Certifications are matched from the Skills & Certifications app and the Training app — a completed training course linked to a requirement counts automatically. The expiring and training-gaps views show which employees are approaching expiry or missing a required certification.

Knowledge base — A built-in safety knowledge base where managers author articles on emergency procedures, PPE guides, and hazard information. Articles are browsable by employees in the app and served through the public safety portal. The knowledge base also feeds Ask AI — the agent retrieves these articles to answer safety questions.

4. Running it

Reviewing and investigating incidents

1. Go to Safety Hub → Team → Incidents to see all incidents. Filter by status, severity, type, or location.
2. Open an incident to see its full details, people involved, witness statements, and photos.
3. Assign an investigator — or if auto-assignment is on, one is assigned when the incident is reported (priority: the location’s manager, then a business admin, then any manager).
4. When the investigation is complete, record findings. Corrective actions appear in the shared CAPA register.
5. Close the incident. If CAPA verification is required, all completed corrective actions must be verified first.

Site-scoped visibility: A manager sees only incidents at the locations they manage. Admins and the Safety Hub app admin see all locations.

Running an observation campaign

1. Go to Safety Hub → Team → Campaigns and create a new campaign with a name, date range, target observation count, and optional focus categories or locations.
2. Activate the campaign. Employees submitting observations during the campaign period can tag them to the campaign.
3. Track progress on the campaign detail page — it shows the observation count against the target and a participation leaderboard.

Dispatching an emergency alert

1. Go to Safety Hub → Team → Emergency Alerts and click New Alert.
2. Compose the alert (title, body, optional action URL), choose channels and audience, and set the response type — acknowledgement or safety check-in.
3. Send. The muster dashboard shows real-time delivery and response status.
4. After the situation is resolved, you can open an incident directly from the alert to begin investigation.

Monitoring certifications

1. Go to Safety Hub → Team → Certifications to see the roster of requirements and compliance status.
2. Use Expiring Soon and Expired to find employees whose certifications are approaching or past their validity period.
3. Use Training Gaps to see which employees are missing a required certification entirely.
4. Employees see their own certifications under My Certifications in the sidebar.

5. Settings

All settings are at Safety Hub → Settings. Changes take effect immediately.

Setting	Default	What it changes
Enable Safety Hub AI Agent	On	Whether Ask AI answers Safety Hub questions
Enable Incidents Module	On	Shows the incidents tab and reporting forms
Enable Observations Module	On	Shows the observations tab and submission forms
Enable Toolbox Talks Module	On	Shows the toolbox talks tab and scheduling
Enable Certifications Module	On	Shows the certifications tab and compliance views
Enable Emergency Alerts Module	On	Shows the emergency alerts tab and alert composer
Enable OSHA Compliance (US)	On	Adds the OSHA compliance tab with 300 Log, Form 301, and Form 300A
Enable WCB Compliance (Canada)	Off	Adds the WCB compliance tab; auto-determines reportability for injury incidents
Auto-determine WCB Reportability	On	Automatically assesses WCB reportability when an injury incident is created or updated (only active when WCB is enabled)
Require Photos for Injury Incidents	On	Blocks incident submission if no photo is attached and the type is Injury
Auto-assign Investigators	On	Automatically assigns an investigator when an incident is reported
Investigation Deadline (days)	7	Number of days an investigator has before the investigation is flagged overdue
Require Re-authentication Before Printing or Exporting Incident Reports	Off	Requires identity verification (step-up) before printing or exporting incident reports containing medical and witness details
Require Effectiveness Verification Before Closing (ISO 45001)	Off	When on, completed corrective actions must be verified by a different manager before the parent incident can close
Escalate Overdue Corrective Actions To	None	Choose between None, Safety Officer, or Owner’s Manager for daily overdue escalation
Allow Anonymous Observations	Off	Whether employees can submit observations without their name attached
Default Talk Duration (minutes)	15	Pre-filled duration when scheduling a new toolbox talk
Require Attendance Signatures	On	Whether attendees must sign when their attendance is recorded
Certification Expiry Reminder (days)	30	How many days before expiry a reminder is sent
Default Alert Channels	In-app, Email, Push	Which channels are pre-selected when composing a new emergency alert
Default Alert Recipient Response	Acknowledgement	Whether new alerts default to acknowledgement or safety check-in
Enable AI Authoring Assists (Alert Copilot)	On	AI assistance when composing emergency alerts
Notify Managers on New Incidents	On	In-app and email notification to managers when an incident is reported
Notify Safety Officer on High Severity	On	Additional notification to admins for high or critical severity incidents
Enable Email Notifications	On	Master switch for all Safety Hub email notifications
Email Managers on At-Risk Observations	On	Notification when an at-risk or near-miss observation is submitted
Send Toolbox Talk Invitations	On	Notification to expected attendees when a talk is scheduled
Send Certification Expiry Reminders	On	Reminder emails when a certification is approaching expiry
Send Weekly Safety Summary	Off	Weekly email to managers and admins summarizing incidents, observations, and talks

6. More help

• Safety Hub FAQ — specific setup and operating questions
• Ask AI — the assistant answers questions about Safety Hub from these articles.