Safety & Compliance
Tracking OSHA compliance and safety requirements for every project.
The Safety & Compliance app is where you manage all safety-related tasks and documentation for a project. Every project gets a Safety & Compliance item automatically.
What Is Safety & Compliance?
Safety & Compliance tracks everything related to OSHA regulations and job site safety requirements:
- Site safety plans (SSSP)
- 811 Line Locates (utility marking)
- Equipment certifications
- Badging requirements
- General safety documentation
Why it matters: OSHA compliance isn't optional. Missing safety requirements can shut down a job, result in fines, or worse — get someone hurt.
How It's Created
You don't create Safety & Compliance items manually.
When a project is created, a Safety & Compliance item is automatically created and linked to that project. It comes pre-loaded with the relevant safety tasks.
The Safety & Compliance Page
Key Fields
| Field | What It Is |
|---|---|
| Safety Badge | Auto-generated name (e.g., "General Safety - 5172-Texas Installs-Warehouse Building") |
| Compliance Info | Additional compliance details |
| Compliance Type | Categories of compliance (811 Line Locate, Badging, SSSP, General Safety) |
| Notes | Free-text field for safety-specific notes |
| Linked Tasks | All safety-related tasks for this project |
Compliance Types
811 Line Locate
Before you dig, you must call 811 to have underground utilities marked.
Related tasks:
- Initial 811 Line Locate
- Request 811 Line Locate Remarks
Why it matters: Hitting a gas line or electrical conduit can be fatal. And expensive. Always call before you dig.
SSSP (Site-Specific Safety Plan)
A safety plan tailored to this specific job site.
Related tasks:
- Compose Safety Forms
- Submit SSSP to GC
Why it matters: GCs often require an SSSP before you can start work. It documents hazards and safety procedures for this specific site.
Badging
Some job sites require workers to have badges or certifications.
Related tasks:
- Verify badging requirements
- Submit badge applications
- Track badge status
Why it matters: No badge = no site access. Make sure your crew is badged before mobilization.
General Safety
Catch-all for other safety requirements.
Related tasks:
- Submit Equipment Certifications to GC
- Verify All Subcontractors have a Master Agreement On File
- Upload safety deliverables to Project Drive Folder
Why it matters: Covers everything that doesn't fit neatly into the other categories.
Common Safety Tasks
Based on the project, you'll see tasks like:
| Task | Description |
|---|---|
| Compose Safety Forms | Create required safety documentation |
| Submit SSSP to GC | Send site-specific safety plan to general contractor |
| Initial 811 Line Locate | Request utility marking before excavation |
| Request 811 Line Locate Remarks | Follow-up on utility locate |
| Submit Equipment Certifications to GC | Provide proof equipment is certified/inspected |
| Book Out of Town Reservations (if needed) | Arrange travel for out-of-town jobs |
| Verify All Subcontractors have a Master Agreement On File | Ensure subs have proper agreements |
| Upload the above to Project Drive Folder & Send Safety Deliverables to Ops Coordinator and Foreman | Distribute safety docs to team |
Accessing Safety & Compliance
From the Project
- Open the project
- Look for the Safety & Compliance link in the related items
From the Safety & Compliance App
- Click Safety & Co... in the top navigation
- Search or filter to find your project's safety item
Tips for Safety & Compliance
1. Don't Skip 811
Ever. Even if you "know" there's nothing underground. Call 811. Wait for the marks. Document it.
2. Submit SSSP Early
Don't wait until mobilization day. Submit your SSSP as soon as you have site details. GCs often take time to review.
3. Keep Certifications Current
Equipment certifications expire. Track expiration dates. Renew before they lapse.
4. Document Everything
If OSHA shows up, you want a paper trail showing you did everything right.
5. Train Your Crew
Safety plans are useless if the crew doesn't know them. Review safety requirements before starting work.
Related Docs
- How Everything Connects
- Our Apps Explained
- Pre-Construction Stage (where most safety setup happens)
Remember
Safety isn't bureaucracy — it's protecting people.
Complete safety tasks on time:
- Call 811 before digging
- Submit SSSPs early
- Keep certifications current
- Document everything
No schedule is worth an injury. No shortcut is worth a life.