Permits live on paper at the gate
A permit signed on a clipboard cannot be checked against a training record, cannot be found from the office, and cannot be counted at the end of the month.
Health, Safety, Environment & Quality
Safety that runs on live records, not binders
Permits, risk assessments, observations, incidents and investigations in one register — signed by people whose competence the system already knows.
Nine tools · Built for permit-to-work operations · Reads competence from HR
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Before Caspian ERP
The safety system and the operation are two different systems
Every contractor knows the shape of it: the paperwork says one thing, the worksite does another, and the gap is only visible after something happens.
Observations go into a box
Cards get collected, typed up weeks later, and the trend everyone suspected is confirmed long after the window to act on it closed.
Investigations restate the incident
Without a structured method, an investigation becomes a narrative. Actions are assigned to a department rather than a person, and nobody tracks whether they closed.
What it does
The whole HSEQ cycle, in one register
Hazard to control, observation to trend, incident to closed action — held as records rather than documents.
Risk assessments with real controls
Hazards, risk ratings and the controls that reduce them, kept as structured records you can review and reuse.
- Hazard, risk rating and controls captured per activity
- Reviewed and re-issued rather than photocopied
- Referenced by permits so the assessment is not a separate errand
- Filterable by site, activity and residual risk
Permits to work, signed by named people
A permit is raised, checked, approved and closed — and every signature is a person the system knows.
- Permit types configured to how your operation actually works
- Signatories are personnel records with current certificates
- Live view of which permits are open, and where
- Closed permits stay searchable as evidence
Observations that become a trend
Safe and unsafe observations captured in the field on a phone, aggregated the moment they are submitted.
- Submitted from a phone browser at the worksite
- Categorised so patterns emerge without manual coding
- Actions raised straight from an observation
- Counted in the dashboard the same day, not the next month
Incidents and investigations that close
Report the incident, run the investigation, assign actions to people, and track them to closure.
- Incident record with classification, site and immediate actions
- Investigation linked to its incident, not filed separately
- Actions owned by a named person with a due date
- Open actions visible on the home screen of whoever owns them
Medical and monitoring
Fitness-to-work records and health or environmental monitoring kept with the person and the site they belong to.
- Medical records with expiry, feeding the same competence checks
- Monitoring rounds and readings recorded against a location
- Exceptions raised rather than buried in a log
- Restricted to the roles that should see them
Lifting plans and controlled documents
The high-consequence activities and the documents that govern them, versioned and findable.
- Lifting plans with equipment, personnel and approval
- HSEQ document register with current versions
- Documents referenced from the activities that use them
- One search across plans, permits and documents
From an observation to a closed action
The same chain applies whether it started as a card in the field or a reportable incident.
Observation
Incident raised
Investigation
Actions assigned
Verified closed
Every tool in the module
Nine tools across health, safety, environment and quality
What each one is, in plain terms.
Risk Assessments
Hazards, risk ratings and controls per activity, reviewed on a cycle and referenced by the work that relies on them.
Observations
Safe and unsafe observations captured in the field, categorised, trended and turned into actions.
Incidents
The incident register — classification, site, people involved, immediate actions and status.
Investigations
Structured follow-up linked to its incident, with findings and actions that carry owners and dates.
Monitoring
Scheduled health, hygiene and environmental monitoring recorded against locations, with exceptions surfaced.
Medical
Fitness-to-work and medical records held against the person, with expiry dates that feed competence checks.
Documents
The HSEQ document register — procedures, standards and forms, versioned and searchable.
Lifting Plans
Lift planning with equipment, personnel, method and approval, kept as a record rather than a printout.
Permits to Work
Raise, check, approve and close permits, with signatories drawn from personnel records that carry current certificates.
Connected, not bolted on
Why safety works better inside the ERP
A permit that can read the training matrix is a different instrument from a permit that cannot.
Competence from HR
Signatories, permit holders and lift supervisors are personnel records — so an expired certificate is visible before the job starts, not after.
Assets from Maintenance
The equipment in a lifting plan or an incident is the same asset record that carries its calibration and service history.
Actions become work
Investigation actions land in Tasks with an owner and a due date, on the same list people already work from.
Who lives in it
For the people who carry the responsibility
From the HSE advisor to the person signing at the worksite.
HSE advisor
Runs the observation programme, investigates, tracks actions to closure and produces the monthly numbers from live data.
Permit issuer
Raises and closes permits knowing that every signatory’s competence has already been checked against the matrix.
Operations manager
Sees open incidents, overdue actions and permit load on one screen, without asking three people for a spreadsheet.
Yours to shape
Configure HSEQ to your standard
Different operations classify, rate and approve differently. The module bends to yours.
- Define your own permit types and the approval each one needs
- Set risk rating scales and the thresholds that require escalation
- Choose observation categories that match your existing programme
- Restrict medical records to a named role while leaving observations open to everyone
- Switch off any tool you do not run — an organization without lifting operations can hide lifting plans
HSEQ · Settings
| Setting | Value |
|---|---|
| Permit approval | Two signatures |
| Risk matrix | 5 × 5 |
| Observation categories | Custom (12) |
| Medical records | Restricted role |
| Investigation required | Above moderate |
HSEQ questions we get asked
Can permits to work be raised and closed in the field?
Yes. The app runs in a phone browser, which is how permits, observations and toolbox-talk attendance are meant to be used. There is nothing to install on a site device.
Does it enforce that a signatory is competent?
Signatories are personnel records, and those records carry training and medical validity. That means an expired certificate is visible at the point of signing rather than at the next audit. How hard a stop you want is a configuration decision, not a code change.
Can we keep our existing risk matrix and categories?
Yes. Risk rating scales, permit types and observation categories are configured by your administrator. The module does not impose a methodology on you.
What happens to investigation actions?
They become tasks with a named owner and a due date, and they appear on that person’s home screen alongside the rest of their work. An action that only exists inside a report is an action nobody sees.
Is HSEQ data separated from the rest of the organization?
It sits in the same organization, under the same permission model. Sensitive tools — medical in particular — are commonly restricted to one role, while observations are left open to everyone so reporting stays easy.