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Safety Pro Edition

Universal safety management system for any industry (manufacturing, offices, construction, logistics, etc.).

Overview

The Safety Pro Edition is a standalone safety management system that works independently of logistics and warehouse features. It provides comprehensive incident reporting, checklist management, training tracking, and compliance monitoring.

Features

1. Incident Center

Universal incident reporting and management system.

Key Features:

  • Report incidents with multiple categories (injury, near_miss, hazard, property_damage, chemical, haccp, hygiene, machine_failure)
  • Severity levels: low, medium, high, critical
  • Free-text location support (not tied to zones)
  • Optional zone integration for warehouse tenants
  • Attachment support (images, documents)
  • Action item tracking with due dates
  • Status management (open, in_progress, done)

Access:

  • Workers/Drivers: Can report incidents
  • Safety Officers/Admins: Full access to all incidents and actions

2. Checklist Designer

Create and manage safety checklists for various categories.

Categories:

  • Hygiene
  • PPE (Personal Protective Equipment)
  • Machine Check
  • Vehicle Check
  • Construction Site
  • Office Safety

Features:

  • Create custom checklists with multiple questions
  • Mark questions as required/optional
  • Reorder questions
  • Category-based organization

Access:

  • Safety Officers/Admins: Can create and manage checklists
  • All users: Can view available checklists

3. Checklist Execution

Mobile-friendly checklist execution for workers.

Features:

  • Simple Yes/No/N/A answer options
  • Automatic score calculation
  • Mobile-optimized interface
  • Real-time submission
  • Completion tracking

Access:

  • All users: Can execute checklists

4. Safety Trainings

Training management and completion tracking.

Training Types:

  • Unterweisung: Safety briefings
  • Schulung: Training sessions
  • E-Learning: Online training modules

Features:

  • Training content management
  • Digital signature support
  • Completion tracking
  • User progress monitoring

Access:

  • Safety Officers/Admins: Can create and manage trainings
  • All users: Can view and complete trainings

5. Compliance Dashboard

KPI dashboard for safety compliance metrics.

Metrics:

  • Open incidents count
  • Critical incidents count
  • Overdue actions count
  • Checklist compliance percentage
  • Training completion percentage

Features:

  • Visual charts and graphs
  • Incident category distribution
  • Export to PDF (coming soon)

Access:

  • Safety Officers/Admins: Full access

Roles & Permissions

Safety Officer (Sicherheitsbeauftragter)

Permissions:

  • Full control over Safety module
  • Create and manage checklists
  • Manage incidents and actions
  • Create and manage trainings
  • View compliance dashboard

Admin

Permissions:

  • Full access to all safety features
  • Same as Safety Officer

Worker

Permissions:

  • Report incidents
  • Complete checklists
  • Complete trainings (Unterweisungen)
  • View own incident reports

Driver

Permissions:

  • Report incidents
  • View safety information

Edition Mapping

Safety Pro Edition

Available Modules:

  • Safety module
  • System Settings (basic)

Use Case:

  • Standalone safety management for any industry
  • No logistics/warehouse features required

Enterprise Edition

Available Modules:

  • All modules including Safety Pro features

Use Case:

  • Full-featured system with safety management

Pro Edition

Available Modules:

  • Safety module (basic features)
  • Other logistics modules

Use Case:

  • Safety features alongside logistics operations

Database Schema

Tables

safety_incidents

  • id: UUID (Primary Key)
  • tenant_id: UUID (Foreign Key to tenants)
  • reported_by: UUID (Foreign Key to profiles)
  • category: text (injury, near_miss, hazard, property_damage, chemical, haccp, hygiene, machine_failure)
  • severity: text (low, medium, high, critical)
  • description: text
  • location: text (free text, universal)
  • zone_id: UUID (optional, nullable for non-warehouse tenants)
  • attachments: text[] (array of URLs)
  • created_at: timestamp
  • updated_at: timestamp

safety_actions

  • id: UUID (Primary Key)
  • incident_id: UUID (Foreign Key to safety_incidents)
  • assigned_to: UUID (Foreign Key to profiles, nullable)
  • action: text
  • due_date: date (nullable)
  • status: text (open, in_progress, done)
  • completed_at: timestamp (nullable)
  • created_at: timestamp
  • updated_at: timestamp

safety_checklists

  • id: UUID (Primary Key)
  • tenant_id: UUID (Foreign Key to tenants)
  • name: text
  • category: text (hygiene, ppe, machine_check, vehicle_check, construction_site, office_safety)
  • created_by: UUID (Foreign Key to profiles)
  • created_at: timestamp
  • updated_at: timestamp

safety_checklist_items

  • id: UUID (Primary Key)
  • checklist_id: UUID (Foreign Key to safety_checklists)
  • question: text
  • required: boolean (default: true)
  • sort_order: int
  • created_at: timestamp

safety_checklist_submissions

  • id: UUID (Primary Key)
  • checklist_id: UUID (Foreign Key to safety_checklists)
  • submitted_by: UUID (Foreign Key to profiles)
  • result: jsonb (answers: { "item_id": "yes|no|na" })
  • score: int (percentage)
  • created_at: timestamp

safety_trainings

  • id: UUID (Primary Key)
  • tenant_id: UUID (Foreign Key to tenants)
  • title: text
  • description: text (nullable)
  • type: text (unterweisung, schulung, e-learning)
  • content_url: text (nullable)
  • created_at: timestamp
  • updated_at: timestamp

safety_training_completion

  • id: UUID (Primary Key)
  • training_id: UUID (Foreign Key to safety_trainings)
  • user_id: UUID (Foreign Key to profiles)
  • completed_at: timestamp
  • signature_url: text (nullable)
  • Unique constraint on (training_id, user_id)

Row-Level Security (RLS)

All safety tables have RLS enabled with the following policies:

Tenant Isolation

  • Users can only see data from their own tenant
  • Super-admins can see all tenant data

Role-Based Access

  • Safety Officers/Admins: Full CRUD access
  • Workers: Can create incidents, submit checklists, complete trainings
  • Drivers: Can create incidents (read-only for other data)

API Services

Incident Service

  • reportSafetyIncident(): Report new incident
  • getSafetyIncidents(): Get all incidents (with filters)
  • getSafetyIncidentById(): Get incident details
  • createSafetyAction(): Create action item
  • updateSafetyAction(): Update action status

Checklist Service

  • createSafetyChecklist(): Create new checklist
  • getSafetyChecklists(): Get all checklists
  • getSafetyChecklistById(): Get checklist details
  • submitSafetyChecklist(): Submit completed checklist
  • getSafetyChecklistSubmissions(): Get submission history

Training Service

  • createSafetyTraining(): Create new training
  • getSafetyTrainings(): Get all trainings
  • getSafetyTrainingById(): Get training details
  • completeSafetyTraining(): Mark training as completed
  • getSafetyTrainingCompletions(): Get completion records
  • hasCompletedTraining(): Check if user completed training

Mobile Usage

Checklist Execution

  • Fully mobile-optimized interface
  • Touch-friendly buttons
  • Offline capability (coming soon)

Incident Reporting

  • Camera integration for attachments
  • Quick reporting workflow
  • Location capture

Training Completion

  • Digital signature support
  • Mobile-friendly content viewing

Integration

Optional Zone Integration

  • If warehouse modules exist, incidents can optionally reference zones
  • zone_id field is nullable for universal support
  • Non-warehouse tenants use free-text location field

Edition Gating

All safety features are protected by FeatureGate component:

tsx
<FeatureGate module="safety">
  <SafetyComponent />
</FeatureGate>

Best Practices

  1. Regular Checklist Execution: Encourage daily/weekly checklist completion
  2. Timely Incident Reporting: Report incidents immediately
  3. Action Follow-up: Monitor and complete action items before due dates
  4. Training Compliance: Ensure all users complete required trainings
  5. Compliance Monitoring: Regularly review compliance dashboard

Troubleshooting

Module Not Available

  • Check tenant edition assignment
  • Verify safety_pro or enterprise edition is assigned
  • Contact super-admin for edition upgrade

Permission Denied

  • Verify user role (safety_officer, admin, worker, driver)
  • Check RLS policies
  • Ensure user is assigned to correct tenant

Checklist Submission Fails

  • Verify all required questions are answered
  • Check network connection
  • Ensure checklist is still active

Support

For issues or questions:

  1. Check this documentation
  2. Review RLS policies
  3. Contact system administrator
  4. Check edition assignment

Future Enhancements

  • PDF export for compliance reports
  • Email notifications for overdue actions
  • Mobile app (PWA)
  • Offline checklist execution
  • Advanced analytics and reporting
  • Integration with external safety systems

Released under Commercial License