HSE.myUser Guide

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Safety assurance & improvement

Report signals, control risk, investigate, improve and verify that work is safe.

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SAFETY

Safety assurance & improvement

Report signals, control risk, investigate, improve and verify that work is safe.

Typical authorized rolesReporter, Supervisor, Safety Officer, HSE Manager, Investigator, Action Owner and Independent VerifierExact access is controlled by the organization’s RBAC configuration and organization-unit scope.
DESKTOPChoose the category from the rail → open a module register → select Open workspace.
MOBILETap More → search/select a module → open the register or workspace.
CONTROLSave details first → attach evidence at source → take only the next permitted workflow action.
01 SAFETYReport EventReport an incident, near miss, unsafe condition or occupational event with evidence and location.

What you can do

  • Report an incident, near miss, unsafe act, unsafe condition, observation or environmental event.
  • Capture immediate action, location and permitted photographic/GPS evidence.
  • Submit the intake; the Event Case workspace becomes the authoritative follow-up record.

Authorized role examples

Any authenticated organization user; public guest reporting is available only where enabled by the organization.

Example scenario

A technician sees an unsecured cable route. They submit an unsafe-condition report with a photo, GPS and immediate barricade action; the safety team then owns the Event Case follow-up.

ANNOTATED CLICK GUIDE

Complete the report facts, attach permitted evidence, then select Submit report. The Event Case owns follow-up.

Annotated desktop HSE.my guide screen for Report Event. Highlighted click target: Submit report.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Report Event. Highlighted tap target: Submit report.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/safety/report-event
Mobile path
  1. Tap Safety in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Report Event.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

02 SAFETYEvent RegisterOrganization-bound register of every reported safety event.

What you can do

  • Search, filter and open the controlled records available to your organization-unit scope.
  • Use Open Workspace to view details, related records, evidence, workflow history and permitted follow-up.
  • Use the owning workspace for amendments, workflow decisions and re-printing.

Authorized role examples

Reporter, Supervisor, Safety Officer, HSE Manager, Investigator, Action Owner and Independent Verifier. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to organization-bound register of every reported safety event The authorized user opens Event Register, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Find the event in the register and select Open Event Case for controlled follow-up.

Annotated desktop HSE.my guide screen for Event Register. Highlighted click target: Open Event Case.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Event Register. Highlighted tap target: Open Event Case.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/safety/event-register
Mobile path
  1. Tap Safety in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Event Register.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

This register is a controlled entry point/history view. Use the designated workspace to create or maintain the source record.

03 SAFETYIncident and InvestigationEstablish facts, causal factors, root causes and lessons learned.

What you can do

  • Open the related Event Case and establish facts, chronology, causes, findings and lessons learned.
  • Link affected JSA steps/controls and request review where a persistent risk is identified.
  • Create or link CAPA; investigation never replaces CAPA as the action workflow.

Authorized role examples

Reporter, Supervisor, Safety Officer, HSE Manager, Investigator, Action Owner and Independent Verifier. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to establish facts, causal factors, root causes and lessons learned The authorized user opens Incident and Investigation, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Record facts and findings first; link a CAPA for corrective work rather than keeping a parallel action list.

Annotated desktop HSE.my guide screen for Incident and Investigation. Highlighted click target: Save findings.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Incident and Investigation. Highlighted tap target: Save findings.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/safety/investigations
Mobile path
  1. Tap Safety in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Incident and Investigation.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

04 SAFETYCorrective and Preventive ActionAssign, implement and independently verify corrective and preventive actions.

What you can do

  • Assign a corrective, preventive or containment action to an accountable owner and due date.
  • Record implementation evidence and independent effectiveness verification.
  • Print or re-print the controlled CAPA summary and retain linked-source traceability.

Authorized role examples

CAPA Creator, Action Owner, HSE Manager and an Independent Effectiveness Verifier.

Example scenario

Example: A site needs to assign, implement and independently verify corrective and preventive actions The authorized user opens Corrective and Preventive Action, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

The action owner records implementation evidence here; an independent verifier completes effectiveness verification.

Annotated desktop HSE.my guide screen for Corrective and Preventive Action. Highlighted click target: Update action.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Corrective and Preventive Action. Highlighted tap target: Update action.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/safety/capa
Mobile path
  1. Tap Safety in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Corrective and Preventive Action.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

05 SAFETYHIRARCIdentify hazards, assess risks and establish verifiable controls before work starts.

What you can do

  • Define assessment scope, hazards, initial risk, existing/additional controls and residual risk.
  • Link approved HIRARC controls to JSA, SWP, PTW and CAPA without overwriting source history.
  • Submit for independent review, approval, revision and controlled print.

Authorized role examples

Risk Assessor/Preparer, HSE Reviewer and Independent Approver.

Example scenario

Example: A site needs to identify hazards, assess risks and establish verifiable controls before work starts The authorized user opens HIRARC, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Use the highlighted workspace action to save the assessment before review, approval or controlled revision.

Annotated desktop HSE.my guide screen for HIRARC. Highlighted click target: Save assessment.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for HIRARC. Highlighted tap target: Save assessment.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/safety/hirarc
Mobile path
  1. Tap Safety in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select HIRARC.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

06 SAFETYJob Safety AnalysisPlan a task-specific sequence of work, hazards, verifiable controls and briefing before work begins.

What you can do

  • Plan task steps, hazards, critical controls, evidence/location and worker briefing for one defined job.
  • Select matching approved HIRARC and SWP; record environmental controls without duplicating their source records.
  • Approve and brief the exact revision before PTW activation; supersede instead of silently overwriting a used revision.

Authorized role examples

JSA Preparer, Supervisor, Independent Approver and Work Party Member for briefing/sign-on.

Example scenario

Before electrical maintenance begins, the supervisor prepares a JSA linked to the approved electrical HIRARC and SWP, briefs the work party, then the permit can be activated.

ANNOTATED CLICK GUIDE

Record task steps and controls, then save the JSA before approval, briefing and PTW use.

Annotated desktop HSE.my guide screen for Job Safety Analysis. Highlighted click target: Save JSA.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Job Safety Analysis. Highlighted tap target: Save JSA.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/safety/jsa
Mobile path
  1. Tap Safety in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Job Safety Analysis.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

This register is a controlled entry point/history view. Use the designated workspace to create or maintain the source record.

07 SAFETYInspectionsPerform item-level scheduled inspections with findings and evidence.

What you can do

  • Start an inspection from a checklist template and answer criteria using the 0–5 or N/A method.
  • Attach evidence and location to the applicable question, then create findings and linked CAPA.
  • Use Environment checklist templates here for new environmental inspections.

Authorized role examples

Inspector, Checklist Template Administrator, HSE/Environment Manager and CAPA Owner.

Example scenario

Example: A site needs to perform item-level scheduled inspections with findings and evidence The authorized user opens Inspections, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Answer the active checklist criterion, attach its evidence/location where needed, then save that criterion.

Annotated desktop HSE.my guide screen for Inspections. Highlighted click target: Save criterion.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Inspections. Highlighted tap target: Save criterion.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/safety/inspections
Mobile path
  1. Tap Safety in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Inspections.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

08 SAFETYTraining and CompetencyPlan internal training, attendance, assessment and competency validity.

What you can do

  • Create courses and sessions, nominate participants, record attendance and assess outcomes.
  • Issue and verify certificates, then monitor validity and competency readiness.
  • Amend, reschedule or cancel only through the controlled session lifecycle.

Authorized role examples

Reporter, Supervisor, Safety Officer, HSE Manager, Investigator, Action Owner and Independent Verifier. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to plan internal training, attendance, assessment and competency validity The authorized user opens Training and Competency, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Create or open the controlled session, then save attendance, competency evidence and lifecycle changes in the workspace.

Annotated desktop HSE.my guide screen for Training and Competency. Highlighted click target: Save session.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Training and Competency. Highlighted tap target: Save session.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/training/manage
Mobile path
  1. Tap Safety in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Training and Competency.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

09 SAFETYSafety CommitteeSchedule meetings, minute decisions and track agenda actions to effectiveness.

What you can do

  • Manage committee appointments, meeting particulars, agenda, minutes, decisions and action follow-up.
  • Record quorum and sign-offs; link formal corrective work to CAPA.
  • Print controlled meeting minutes and retain the audit trail.

Authorized role examples

Reporter, Supervisor, Safety Officer, HSE Manager, Investigator, Action Owner and Independent Verifier. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to schedule meetings, minute decisions and track agenda actions to effectiveness The authorized user opens Safety Committee, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Save meeting particulars and decisions here; link formal corrective work to CAPA.

Annotated desktop HSE.my guide screen for Safety Committee. Highlighted click target: Save meeting.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Safety Committee. Highlighted tap target: Save meeting.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/safety/committee
Mobile path
  1. Tap Safety in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Safety Committee.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

10 SAFETYBehavior-Based SafetyRecord safe and at-risk behavior, coaching and recurring behavior patterns.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, Observation type.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

Reporter, Supervisor, Safety Officer, HSE Manager, Investigator, Action Owner and Independent Verifier. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to record safe and at-risk behavior, coaching and recurring behavior patterns The authorized user opens Behavior-Based Safety, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for Behavior-Based Safety. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Behavior-Based Safety. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/safety/behavior-safety
Mobile path
  1. Tap Safety in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Behavior-Based Safety.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

11 SAFETYSafety CultureRun governed surveys measuring commitment, reporting, trust, communication and participation.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, Opens on.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

Reporter, Supervisor, Safety Officer, HSE Manager, Investigator, Action Owner and Independent Verifier. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to run governed surveys measuring commitment, reporting, trust, communication and participation The authorized user opens Safety Culture, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for Safety Culture. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Safety Culture. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/safety/culture
Mobile path
  1. Tap Safety in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Safety Culture.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

COMMON CONTROL PATTERN

Use the right workspace for the next action

Illustration of a controlled workspace with tabs and workflow action
Workspace actionsUse Edit, evidence, workflow and print only when shown for your role/state.
Illustration of evidence linked to CAPA and verification
Evidence and CAPAKeep facts at source and actions in CAPA for traceable closure.

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