The document describes the features and capabilities of the SAFETYmanager software. It allows users to manage safety programs, personnel training and certifications, digital forms, tasks and notifications, assets and equipment, and other features in one integrated system. Key capabilities include staff directories, identification cards with QR codes, offline access for remote workers, task management, learning management systems, and tools for analyzing safety metrics and key performance indicators.

1. www.safety-manager.ca

2. Overview
• Manage your safety, orientation,
and training program in one
application
• Quick overview and access to main
functions
• Don’t miss important notifications
and reminders
• Customize view to see most
important items first

3. • Create a staff directory
• Have all important employee
information stored in the software
• Personnel and existing safety
documentation can be imported
from other corporate data bases
Staff Directory

4. Identification Card
• From the personnel files ID cards can be created
• ID cards are tagged with a unique QR code identifier linked
to that employees unique web based information page
• This information may be accessed by any scanning
application on any smart device
• Used to check current certifications and completion of
orientations/training for site admittance verification
• Quick reference for First Responders for information such
as allergies, emergency contact, blood type, primary
physician, and more
• May also be associated with equipment for quick
reference to inspection forms, maintenance manuals,
certifications, and more

5. A Worker’s View
• Allows for offline access to forms
maintaining the ability to work in
remote locations independent of
connectivity
• Workers are only privy to
pertinent information given
location/division reducing
confusion
• Tiered information/functionality
access according to corporate roll
• Task notifications are
disseminated on a per user basis

6. Digital Forms
• All company forms are digital – no more paper to scan
or file – all forms are data mined to assist in
determining Key Performance Indicators (KPI)
• Forms completed in the field are uploaded to the
cloud, shared, and contribute to pertinent metrics in
real time
• Permanently associate digital files with forms – digital
photo/video files are embedded in the submitted
form
• Management can view submitted forms online in real
time – corresponding tasks can be assigned and
tracked to completion
• When there is no connectivity, filled forms are stored
and pushed automatically upon connection

7. Completed Digital Forms
• Completed documentation can be
mined for real time contributors to
KPI
• Administrators can edit/delete
forms
• Supports quick view panel for
displaying selected form
• All SAFETYmanager information is
available on desktop, laptop,
tablets (ruggedized, intrinsically
safe, or otherwise), and mobile
devices

8. LMS and Orientations
• Built in Learning
Management System (LMS)
• Workers can complete
assigned site orientations or
online courses
• Receive and acknowledge
new or changing policies
• View tasks or assign new
ones
• Assigned tasks can be
reassigned with notification
to all involved

9. Mobile Application
• Integrated mobile application
• Fill out and submit forms
including associated photo/video
files using the devices camera
• View and assign tasks
• Access all company
documentation including
manuals, policies, procedures,
regional legislation, site
orientations and more

10. Calendar and Tasks
• Calendar provides a quick overview of completed forms
to be filtered by form type or employee
• Easily view past due tasks, and notifications of upcoming
assignments with a clearly displayed legend. Action
items arising from forms are also tracked and displayed
as pending or overdue, or closed.
• Upload scanned forms into the calendar for easy access
• Assign tasks/forms from the calendar view
• Schedule audit action items and track completion
• Information across all divisions, locations, projects, and
even countries and continents can be mined for
contributors to KPI

11. Scheduled Items
• Create/View/Edit scheduled items
• Assigned items will trigger email to be
sent out to affected parties. Those
parties may reassign tasks with
notification to all involved
• Settings allow for managers to be
notified when items are overdue
• Automated reminder emails
• Sort and filter to view desired items

12. Review Forms
• Track filled forms
• Access the forms to view the
information covered
• Access to data is controlled by
user rights and position in
organization chart
• Administrators can edit forms

13. Training Matrix
• Track employee training certificates
and their expiration. The system
automatically notifies the employee
and designated management of
pending certification expiry
• Alert employees of new policies and
procedures and receive
acknowledgment of receipt and
comprehension
• Assign site-specific orientations and
track completion within the system
eliminating “dog house” line ups to
maximize billed or billable time on site

14. Corporate Organizational Chart
• Create a complete organization chart
for a simple visual reference to your
company’s organizational hierarchy
• Use the organizational chart to assign
notifications for specific events
• Utilize the organization chart to
automate assignments and
notifications by location, division, or
department
• “Click, drag, and drop” to change an
employee’s location, division, or
department – this will automatically
update all needed documentation the
employee can view

15. Corporate Messaging
• Send out company-wide messages
• Inform about policy changes or
other updates – new documentation
is pushed to all pertinent personnel,
acknowledgement of receipt and
comprehension is tracked and
logged
• Reminders issued may be specific to
division, job, corporate hierarchy or
location

16. Corporate Safety File and Policy Storage
• Have easy access to company files and
policies from within the system be it
desktop, laptop, tablet, or mobile device
• View or download the file you need
• Supports drag and drop uploading of
folders

17. Event Overview
• Easily access events summary
inside the software
• Track activity, changes, and
participation of personnel
• Logging of all events further
mitigates corporate liability in the
event of an incident

18. System Emails
• The system tracks all email
communication it sends out
• Easily access the summary to
review or resend communication
• Create specific email templates to
reduce administrative time

19. Important Statistics
• Track and chart the data you need in the
Calculated Fields section
• Fields can be customized to your
company’s requirements
• Tracking of Key Performance Indicators,
calculated automatically, allows the
identification of potential trends prior to
an incident occurrence

20. Charting Feature
• Chart the necessary data with
multiple variables
• Sort charts by location, division,
and other custom options
• All submitted forms can be mined
for data to be entered into a chart
• Set formulas for calculations
(ex. TRIF)
• Instantly produce graphic
representation of mined data for
presentation purposes

21. Tracking Personnel
• View real time location of personnel
• A constituent part in meeting lone worker
legislation
• Geo-fencing alerts can be automatically issued for
when personnel cross a boundary surrounding a
site or office
• Man down, speed on site, and other tolerances
can initiate notifications
• Mobile devices, digital radios, satellite tracking,
Microsoft Band, and many other sources may be
integrated
• With the integration of new technologies like the
Microsoft Band, additional vital information may
be tracked on hazardous sites such as heart rate
and blood pressure

22. Journey Management
• Automate your journey management
legislative compliance
• Access pre trip checklists and
questionnaires from mobile devices or
tablets to assess risk level
• Track progress and assign predetermined
check in points
• Report and disseminate incidents from the
field with one message to alert all
pertinent personnel
• Assign multiple users to the same trip

23. Asset Management
• Know the location of fixed and mobile assets instantly
• Store and access records pertaining to the asset – serial
number, purchase and warranty information, maintenance
manuals, inspection and maintenance forms
• Schedule in advance maintenance and inspections and
know through automated notifications whether or not the
tasks have been complete
• Access all information and documentation pertaining to an
asset through the simple scan of a QR coded sticker.
• Associate an asset with a job or area – know when it
arrives or if it leaves prescribed boundaries

24. Asset Records
• Store and access records pertaining to the
asset – serial number, purchase and
warranty information, maintenance
manuals, inspection and maintenance
forms
• Access all information and documentation
pertaining to an asset through the simple
scan of a QR coded sticker.
• Schedule in advance maintenance and
inspections and know through automated
notifications whether or not the tasks have
been complete
• Convenient Maintenance Dashboard
shows quick summary of scheduled
maintenance

25. Security
• Access and review imagery from remote
locations
• Support multiple IP enabled cameras
• Store individual events triggered by motion
• Compressed video files are automatically
uploaded to geo redundant storage
• Archived video is viewable at any time from any
location by all authorized personnel
• The system can be enabled to trigger alerts to
appropriate personnel when motion is detected
in off hours or secured locations

26. For additional information, to schedule a presentation,
or simply to contact a representative:
info@safety-manager.ca
403.387.2371
www.safety-manager.ca