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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. Safety Workflows (Enterprise)

Configurable workflow engine for safety processes with visual drag-and-drop editor.

Key Features:

  • Visual drag-and-drop workflow builder
  • Role-based approval steps (Admin, Safety Officer, Worker)
  • Support for multiple entity types:
    • Incidents
    • Risk Assessments
    • Permit to Work (PTW)
    • Audits
  • Draft and Published workflow versions
  • Step-based approvals with SLA/timeout
  • Escalation on timeout
  • Full audit trail
  • Workflow instances tracking

Workflow States:

  • Draft: Work in progress, not yet active
  • Published: Active workflow used for new entities
  • Active: Workflow is enabled and can be assigned

Node Types:

  • Start: Entry point
  • Approval: Requires role-based approval
  • Task: Action item assignment
  • Condition: Branching logic based on entity properties
  • End: Completion point

Access:

  • Admin/Safety Officers: Can create, edit, and manage workflows
  • Workers: Execute workflow steps assigned to them
  • Workflows are optional - existing processes work without workflows

Visual Editor:

  • Drag-and-drop canvas interface
  • Node configuration panel (role, SLA, notifications)
  • Validation warnings (missing start/end, unreachable nodes, cycles)
  • Grid background with zoom/pan controls
  • Dark theme compatible

6. 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
  • Create and manage workflows (visual editor)
  • 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

10. Permit-to-Work Workflow (Phase 5)

Comprehensive permit management system for hazardous work authorization.

Key Features:

  • Request permits for various work types (hot work, electrical, confined space, etc.)
  • Approval workflow (Safety Officers/Admins)
  • Document management (attach safety plans, risk assessments, certificates)
  • Status tracking (requested → approved → active → closed)
  • Zone integration for location tracking
  • Multi-tenant support with RLS

Permit Types:

  • Hot Work
  • Electrical Work
  • Confined Space
  • Chemical Work
  • Excavation
  • Height Work
  • Lockout/Tagout
  • Other

Access:

  • Workers: Can request permits and view their own
  • Safety Officers/Admins: Full access, can approve/activate/close permits

See: Permit Workflow Documentation

11. LMS Training Integration (Phase 6)

Automated, risk-based training assignment and comprehensive training management.

Key Features:

  • Risk-based auto-assignment (triggers when predictive risk exceeds thresholds)
  • Training course management (create, categorize, set risk thresholds)
  • Assignment tracking (manual, auto, risk-based)
  • Completion tracking with scores, certificates, and expiry dates
  • Training analytics dashboard for admins
  • Worker training center for course completion

Integration:

  • Automatically integrates with Predictive Safety Intelligence
  • Assigns courses when risk scores exceed course thresholds
  • Tracks assignment reasons (e.g., "High risk score (75) for worker")

Access:

  • Workers: Can view and complete assigned courses
  • Safety Officers/Admins: Full access, can create courses, assign manually, view analytics

See: LMS Training Integration Documentation

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

Safety Intelligence (v4.0)

LagerGuru v4.0 introduces the first full Safety Intelligence engine in Europe, including:

  • Predictive Safety Intelligence (Phase 1): Automated risk scoring based on incidents, near misses, shift hours, and workload
  • Risk Clusters (Phase 2): Intelligent grouping of high-risk entities with severity mapping
  • Hazard Mapping (Phase 3): Visual risk overlays on warehouse floor plans
  • OSHA/EU-OSHA Compliance Automation (Phase 4): Automated compliance checking and violation tracking
  • Permit-to-Work Workflow (Phase 5): Complete permit management system
  • LMS Training Integration (Phase 6): Risk-based automatic training assignment

See individual documentation pages for each phase:

Future Enhancements

  • Scheduled auto-assignment for training
  • Email notifications for new assignments
  • Certificate PDF generation
  • Advanced analytics dashboards
  • Mobile app (PWA)
  • Offline checklist execution
  • Integration with external safety systems

Released under Commercial License