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 Intelligence (Enterprise)

Predictive and proactive safety engine with explainable heuristics.

Key Features:

• Leading Indicators: Near-miss reporting rate, action completion rate, checklist compliance, incident severity trends
• Risk Trend Detection: Category-based risk analysis over 30/60/90 day periods
• High-Risk Zone Identification: Automated zone risk scoring based on incidents, near-misses, and overdue actions
• Incident Probability Prediction: Predictive probability calculation for zones and categories
• Explainable Scores: All risk scores include detailed explanations of contributing factors
• Deterministic Heuristics: No machine learning - transparent, auditable formulas

Data Sources:

• Safety incidents
• Near-miss reports
• Safety actions
• Checklist submissions
• Risk assessments

Access:

• Admin/Safety Officers: Full access to Safety Intelligence Dashboard
• Workers/Drivers: Read access to zone risk information

6. 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

7. Safety Culture & Engagement (Enterprise)

Safety scoring, points, badges, and recognition system.

Key Features:

• Safety Scores: Per-user, per-team, and per-zone safety scores (0-100)
• Points System: Points awarded for near-miss reports, checklist completion, training completion
• Achievement Badges: Automatic badge awards (Near-Miss Champion, Checklist Master, Training Complete, Safety Leader, Zero Incidents)
• Leaderboards: Optional team/zone leaderboards (edition-gated)
• Recognition Automation: Automatic recognition for safety achievements
• Opt-out Support: Anonymous tenants can disable culture features

Database Tables:

• safety_scores: User/team/zone scores
• safety_points_log: Points awarded for actions
• safety_badges: Achievement badges earned

Access:

• All users: View own scores, points, badges
• Admins: Full access, can award points/badges manually
• Culture features: Optional per tenant (can be disabled)

8. Industry Profiles (Enterprise)

Configurable safety profiles for different industries.

Supported Profiles:

• Warehouse
• Manufacturing
• Construction
• Workshop

Profile Configuration:

• Default incident categories
• Default checklist categories
• Default workflow templates
• Risk assessment matrices

Features:

• Fully configurable per tenant
• Switchable profiles (non-destructive)
• Existing data remains valid when switching profiles

9. 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
• Access Driver Safety Dashboard
• Complete assigned checklists (vehicle, PPE)
• View safety training videos
• View safety alerts
• View own incident history

Worker & Driver Safety Dashboards

Driver Safety Dashboard

Location: /driver/safety

Features:

• Report Incident: Quick incident reporting interface
• My Checklists: View and complete assigned safety checklists
  • Vehicle checks (daily inspections)
  • PPE (Personal Protective Equipment) checks
  • Forklift safety checks
• Safety Trainings: Access training videos and materials
• Safety Alerts: View alerts for dangerous zones or situations
• Incident History: View own reported incidents and their status

Access:

• Available to users with driver role
• Minimal, focused interface optimized for mobile use
• No admin-only features or analytics

Worker Safety Dashboard

Location: /worker/safety

Features:

• All Driver Features (see above) plus:
• Report Hazards: Report potential hazards or unsafe conditions
• Safety Walks: Execute assigned safety walk tasks and inspections
• Corrective Actions: View and follow corrective actions assigned by admin
• Zone Documentation: Access zone-specific safety documentation
• Training Quizzes: Take training quizzes and assessments

Access:

• Available to users with worker role
• Extended interface with additional worker-specific features
• No admin-only features or analytics

Role Matrix

Feature	Driver	Worker	Admin
Report Incident	✅	✅	✅
View Checklists	✅ (assigned only)	✅ (all)	✅ (all)
Complete Checklists	✅	✅	✅
View Trainings	✅	✅	✅
View Alerts	✅	✅	✅
View Own Incidents	✅	✅	✅
Report Hazards	❌	✅	✅
Execute Safety Walks	❌	✅	✅
View Corrective Actions	❌	✅	✅
Zone Documentation	❌	✅	✅
Training Quizzes	❌	✅	✅
Full Admin Access	❌	❌	✅

Language Management

User Language Preferences

Each user can select their preferred language independently. The language preference is stored in the profiles.language column.

Supported Languages:

• de (Deutsch / German) - Default
• en (English)
• bg (Български / Bulgarian)

Language Detection Priority:

1. URL prefix (e.g., /de/, /en/, /bg/)
2. User preference (profiles.language)
3. Tenant default (tenants.default_language)
4. Browser language
5. Fallback to de (German)

Language Switcher:

• Available in user header area (compact icon + dropdown)
• Options: Deutsch, English, Български
• Saves choice instantly (optimistic update)
• Re-renders dashboard without page reload
• Preference persists across sessions

Storage:

• User language: profiles.language (text, CHECK constraint: 'de'|'en'|'bg')
• Tenant default: tenants.default_language (optional)
• Migration: 20250125000000_add_user_language_preference.sql

API:

• getUserLanguage(): Get user's language preference
• updateUserLanguage(language): Update user's language preference
• getTenantLanguage(): Get tenant's default language
• detectLanguage(): Detect language using priority chain

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)

safety_insights

• id: UUID (Primary Key)
• tenant_id: UUID (Foreign Key to tenants)
• insight_type: text (leading_indicator, risk_trend, high_risk_zone, incident_probability)
• zone_id: UUID (nullable)
• category: text (nullable)
• score: double precision
• trend: text (increasing, stable, decreasing)
• explanation: text
• metadata: jsonb
• calculated_at: timestamp
• expires_at: timestamp (nullable)

safety_workflows

• id: UUID (Primary Key)
• tenant_id: UUID (Foreign Key to tenants)
• name: text
• description: text (nullable)
• entity_type: text (incident, risk, permit, audit)
• steps: jsonb (published workflow steps)
• draft_steps: jsonb (draft workflow steps, nullable)
• version: integer (workflow version)
• published_at: timestamp (nullable)
• active: boolean
• is_default: boolean
• created_at: timestamp
• updated_at: timestamp

workflow_templates

• id: UUID (Primary Key)
• tenant_id: UUID (Foreign Key to tenants)
• name: text
• description: text (nullable)
• entity_type: text (incident, risk, permit, audit)
• steps: jsonb (workflow steps schema)
• is_public: boolean (can be used by other tenants)
• created_by: UUID (nullable)
• created_at: timestamp
• updated_at: timestamp

workflow_rules

• id: UUID (Primary Key)
• tenant_id: UUID (Foreign Key to tenants)
• workflow_id: UUID (nullable)
• rule_type: text (kpi_trigger, time_based, condition_based)
• trigger_condition: jsonb
• action: jsonb
• active: boolean
• created_at: timestamp
• updated_at: timestamp

workflow_metrics

• id: UUID (Primary Key)
• tenant_id: UUID (Foreign Key to tenants)
• workflow_id: UUID (nullable)
• instance_id: UUID (nullable)
• step_index: integer
• step_name: text (nullable)
• started_at: timestamp
• completed_at: timestamp (nullable)
• sla_hours: integer (nullable)
• actual_hours: double precision (nullable)
• breached: boolean
• escalated: boolean
• created_at: timestamp

safety_scores

• id: UUID (Primary Key)
• tenant_id: UUID (Foreign Key to tenants)
• user_id: UUID (nullable)
• zone_id: UUID (nullable)
• score_type: text (user, team, zone)
• score: double precision (0-100)
• period_start: timestamp
• period_end: timestamp
• calculated_at: timestamp
• metadata: jsonb

safety_points_log

• id: UUID (Primary Key)
• tenant_id: UUID (Foreign Key to tenants)
• user_id: UUID
• points: integer
• reason: text
• source_type: text (near_miss, checklist, training, recognition, other)
• source_id: UUID (nullable)
• awarded_at: timestamp
• awarded_by: UUID (nullable)

safety_badges

• id: UUID (Primary Key)
• tenant_id: UUID (Foreign Key to tenants)
• user_id: UUID
• badge_type: text (near_miss_champion, checklist_master, training_complete, safety_leader, zero_incidents, custom)
• badge_name: text
• badge_description: text (nullable)
• earned_at: timestamp
• metadata: jsonb

safety_profiles

• id: UUID (Primary Key)
• tenant_id: UUID (Foreign Key to tenants)
• name: text
• description: text (nullable)
• is_default: boolean
• incident_categories: text[]
• checklist_categories: text[]
• default_workflows: jsonb
• risk_matrix: jsonb
• created_at: timestamp
• updated_at: timestamp

workflow_instances

• id: UUID (Primary Key)
• workflow_id: UUID (Foreign Key to safety_workflows)
• entity_id: UUID (references entity by entity_type)
• entity_type: text (incident, risk, permit, audit)
• current_step: integer
• status: text (pending, in_progress, completed, cancelled)
• started_at: timestamp
• completed_at: timestamp (nullable)
• started_by: UUID (Foreign Key to profiles)
• completed_by: UUID (Foreign Key to profiles, nullable)
• timeout_at: timestamp (nullable)
• metadata: jsonb (nullable)
• created_at: timestamp
• updated_at: timestamp

workflow_audit_log

• id: UUID (Primary Key)
• instance_id: UUID (Foreign Key to workflow_instances)
• action: text (started, step_completed, step_approved, escalated, cancelled, completed)
• step_index: integer
• performed_by: UUID (Foreign Key to profiles)
• notes: text (nullable)
• metadata: jsonb (nullable)
• created_at: timestamp

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

Safety Intelligence Service

• computeLeadingIndicators(): Calculate leading safety indicators
• detectRiskTrends(): Detect risk trends over period (30d/60d/90d)
• identifyHighRiskZones(): Identify and score high-risk zones
• predictIncidentProbability(): Predict incident probability for zone/category

Workflow Service

• getSafetyWorkflows(): Get all workflows (with optional entity_type filter)
• getDefaultWorkflow(): Get default workflow for entity type
• createSafetyWorkflow(): Create new workflow
• updateSafetyWorkflow(): Update workflow metadata
• deleteSafetyWorkflow(): Deactivate workflow
• saveWorkflowDraft(): Save workflow as draft
• publishWorkflowDraft(): Publish draft workflow
• rollbackWorkflowDraft(): Rollback to published version
• startEntityWorkflowIfConfigured(): Start workflow instance for entity (if workflow exists)
• getEntityWorkflowIfExists(): Get active workflow instance for entity
• canPerformWorkflowAction(): Check if user can perform workflow action
• getWorkflowTemplates(): Get workflow templates (including public)
• createWorkflowTemplate(): Create template from workflow
• createWorkflowFromTemplate(): Create workflow from template
• getWorkflowRules(): Get workflow escalation rules
• createWorkflowRule(): Create workflow rule
• getWorkflowMetrics(): Get SLA and performance metrics
• simulateWorkflow(): Simulate workflow execution (dry-run)

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:

<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