# Safety

The Safety form types in Job Book: the safety dashboard, each list and its saved views, and the fields on each blank form.

Source: https://getjobbook.com/help/Safety
Last updated: 2026-09-17

## Key Concepts

Safety is a group of ten separate form types, the company's health and safety (HSE) paperwork. Each one has its own list and its own blank form, and they are all reached the same way: from the safety dashboard, or from the **Safety** group in the **Navigate** menu.

- **Safety** (dashboard card) has the links **Hazards / Tailgate Create**, **Hazards / Tailgate Explore** and **More...**. The card's help tooltip reads "Navigate to the safety dashboard".
- **safety dashboard**: the screen behind **More...**. It shows one card per form type, each with **Create New** and **Explore**.
- **saved view**: the buttons along the top of a list, such as **Submitted**, **My Forms** and **All**. Clicking one changes which records the list shows.
- **Create New**: the blank form. **Explore**: the list.

The **Navigate** menu's **Safety** group lists every form type: **Employee Incident Reports**, **Hazard Assessments / Tailgate Meetings**, **Hazard Near Miss Reports**, **HSE Inspection Forms**, **Light Vehicle Inspection**, **Policy Documentation**, **Training Records**, **Unsafe Work Refusal Forms**, **Witness Statements** and **Worksite Observation Audits**.

### One form type, three labels

The Hazards / Tailgate form is named differently in three places, and the differences include the spacing:

- the dashboard card's links say **Hazards / Tailgate Create** and **Hazards / Tailgate Explore**;
- the **Navigate** menu and the form's own screen title say **Hazard Assessments / Tailgate Meetings**;
- the safety dashboard's card says **Hazards/Tailgate Meetings**, with no spaces around the slash.

Worksite Observation Audits drifts too: the **Navigate** menu and the screen title say **Worksite Observation Audits**, while the safety dashboard's card says **Worksite Observations**.

### Who can use Safety

A Technician can see and fill in their own Safety forms, a Manager and an Administrator everyone's. A Job Coordinator on their own has no access to Safety and no **Safety** card; see [Users and Employee Profiles](https://getjobbook.com/help/Users_and_Employee_Profiles#user-roles).

## Performing Common Tasks

### Opening the safety dashboard

On the dashboard, in the **Safety** card, click **More...**.

The safety dashboard opens with a card for each form type, five to a row, each carrying the form type's name, an icon, and the links **Create New** and **Explore**.

![The safety dashboard](https://getjobbook.com/_astro/safety-dashboard.BXnpn4n7.png)

*More... on the Safety card opens this second dashboard. Hazards / Tailgate is the one form type with links on the main dashboard; every other type starts here.*

You can also reach any one form type directly: click **Navigate**, expand the **Safety** group, then click the form type you want.

### Opening a form's list

On the safety dashboard, click **Explore** on the form type's card, or click **Navigate**, expand **Safety** and click the form type.

Nine of the ten lists share the same layout:

- the saved views run along the top, with the first one selected;
- a search box reading "Type and press Enter to search", with a **Search** button beside it;
- a **Create** button and an **Export to Excel** button;
- the records themselves, or **No records to display** when the selected view is empty.

![The Hazard Assessments / Tailgate Meetings list](https://getjobbook.com/_astro/safety-hazard-assessments-list.C-4XCgHA.png)

*Every form type has a list like this one, with its own saved views.*

**Policy Documentation** is the exception, with one saved view and a grid instead of cards; see [Policy Documentation](#policy-documentation).

### Creating a form

- Open the blank form: on the safety dashboard click **Create New** on the form type's card, or open the list and click **Create**.
- The screen keeps the form type's name in the title bar and is headed **Create**.
- Fill in the fields. A red asterisk beside a label marks the field as required.
- Some labels have an **Add** button under them and nothing else: **Crew:**, **Witnesses:**, **Inspection Team:**, **Observations:**, **Revision History:**, **Other:**, **Body Condition Photos:** and **Attachments:**. On a blank form these hold no entries yet.
- Every form but Policy Documentation and Witness Statements carries **Attachments:** with an **Add** button.
- Every form but Policy Documentation, Training Records and Worksite Observation Audits carries one or more signature blocks. A block is a heading naming who signs, then **Signature:** with the buttons **Add My Signature** and **Collect Signature**, and on most forms a **Name:** drop-down under them for picking who signed.
- Most forms end with a **Reviewed** tick box, a signal that a safety officer has looked the form over; ticking it changes nothing else. Training Records has **Archived** instead, and Policy Documentation has neither.
- Click **Save** to keep the form, or **Cancel** to leave without saving.
- Saving submits the form. There is no separate submit step, so a new form is on the **Submitted** view as soon as it is saved.

## Employee Incident Reports

The list is titled **Employee Incident Reports** and has the saved views **Submitted**, **My Forms** and **All**.

The blank form has these fields, in order:

- **Incident Date/Time:** required; a date box and a time box.
- **Job:** required; a search box for finding a job.
- **Incident Type:** tick boxes for **Injury/Illness**, **Damage**, **Near Miss** and **Other**.
- **Geographic Area:**
- **Specific Location:**
- **Employee:** a search box for finding an employee.
- **Last Days Off:**
- **Witnesses:** an **Add** button.
- **Detailed Description of Incident:**
- **Attachments:** an **Add** button.
- **Sign Off:** **Signature:** with **Add My Signature** and **Collect Signature**, then **Name:**.
- **Reviewed**: a tick box.

![The blank Employee Incident Reports form](https://getjobbook.com/_astro/safety-employee-incident-reports-create.CxWjktWG.png)

*For recording an injury, damage or a near miss on the day it happens. The Reviewed box at the end is for the safety officer, not the person filing.*

## Hazard Assessments / Tailgate Meetings

This is the form type the **Safety** card's own links open, under the names set out in [One form type, three labels](#one-form-type-three-labels). Its list is titled **Hazard Assessments / Tailgate Meetings** and has the saved views **Submitted**, **My Forms** and **All**.

The blank form has these fields, in order:

- **Reported By:** shown as read-only text, filled in with the name of whoever opened the form.
- **Date:** required; already set to today's date.
- **Weather:**
- **Temperature:**
- **Job:** required; a search box for finding a job.
- **Crew:** an **Add** button.
- **Emergency Meeting Point:**
- **Muster Point:**
- **Scope of Work:**
- **Site Permits:**
- **Site Contact:** **Name:** and **Phone No.:**.
- **Safety Topics Discussed / Incidents:**
- **Closest Hospital/Clinic:**
- **Attachments:** an **Add** button.
- **Safety Coordinator:** **Signature:** with **Add My Signature** and **Collect Signature**, then **Name:**.
- **Reviewed**: a tick box.

![The blank Hazard Assessments / Tailgate Meetings form](https://getjobbook.com/_astro/safety-hazard-assessments-create.Bk41nasT.png)

*The tailgate meeting record, filed from the field. Reported By and Date are already done, so the crew's part is the site and what was discussed.*

## Hazard Near Miss Reports

The list is titled **Hazard Near Miss Reports** and has the saved views **Submitted**, **My Forms** and **All**.

The blank form opens with two definitions printed on the screen:

- **Hazard ID:** A report used to document and correct unsafe conditions in the workplace.
- **Near Miss:** A report used to document unplanned events that did not result in injury, illness or damage but had the potential to do so.

Below them are these fields, in order:

- **Report Type:** a drop-down, set to **Hazard ID Report Card** when the form opens. The choices are **Hazard ID Report Card**, **Near Miss Report Card**, **Positive Observation** and **Environmental Report Card**.
- **Date/Time:** required; already set to the current date and time.
- **Employee Making the Report:** a search box for finding an employee.
- **Job:** required; a search box for finding a job.
- **Location:**
- **Specific Location:**
- **Observation/Identification:**
- **Corrective Action Taken:**
- **By Whom:** a drop-down.
- **Attachments:** an **Add** button.
- **Sign Off:** **Signature:** with **Add My Signature** and **Collect Signature**, then **Name:**.
- **Reviewed**: a tick box.

![The blank Hazard Near Miss Reports form](https://getjobbook.com/_astro/safety-hazard-near-miss-reports-create.BVPGD1VR.png)

*Report Type decides what this record is: a hazard, a near miss, a positive observation or an environmental card.*

## HSE Inspection Forms

The list is titled **HSE Inspection Forms** and has the saved views **Submitted**, **My Forms** and **All**.

This is the only Safety form with two signature blocks that each have a **Name:** box. Its fields, in order:

- **Area / Job:**
- **Party Chief:**
- **Date/Time:** required; already set to the current date and time.
- **Inspection Team:** an **Add** button.
- **Attachments:** an **Add** button.
- **Manager:** **Signature:** with **Add My Signature** and **Collect Signature**, then **Name:**.
- **Safety Coordinator:** a second **Signature:** with the same two buttons, then **Name:**.
- **Reviewed**: a tick box.

![The blank HSE Inspection Forms form](https://getjobbook.com/_astro/safety-hse-inspection-forms-create.A51ev85K.png)

*The record of a site inspection: who was there, and two sign-offs.*

## Light Vehicle Inspection

The list is titled **Light Vehicle Inspection** and is the only Safety list with five saved views: **Submitted**, **All**, **Current**, **My Forms** and **All My Forms**.

The blank form has these fields, in order:

- **Author:** shown as read-only text, filled in with the name of whoever opened the form.
- **Date:** required; already set to today's date.
- **Vehicle:** a search box for finding a vehicle, from the [Vehicles](https://getjobbook.com/help/Administration_Settings#vehicles) list under Administration.
- **Unit Number:**, **Make:**, **Model:**, **Year:** labels with no box beside them on a blank form.
- **Current Odometer:** a number box marked "km".
- **Location:**
- **Fire Extinguisher Serial Number:**
- **Other:** an **Add** button.
- **Body Condition Photos:** an **Add** button.
- **Additional Comment(s) / Concern(s):**
- **Attachments:** an **Add** button.
- **Employee Sign Off:** **Signature:** with **Add My Signature** and **Collect Signature**, then **Name:**.
- **Reviewed**: a tick box.

![The blank Light Vehicle Inspection form](https://getjobbook.com/_astro/safety-light-vehicle-inspection-create.BV_f0818.png)

*One record per inspection of one vehicle from the Vehicles list. Body Condition Photos is where damage is recorded.*

## Policy Documentation

Policy Documentation is the odd one out at both ends. Its list is titled **Policy Documentation**, has a single saved view, **All**, and shows a grid with a **Name** column rather than cards. Its search box has no **Search** button, and the **Create** and **Export to Excel** buttons sit above the grid as on every other Safety list.

The blank form has no signature control, no **Attachments:** block, and no tick box at the end. Its fields, in order:

- **Name:**
- **Document:** a **Select file** button.
- **Date:** already set to today's date.
- **Version:**
- **Author:**
- **Folder:** a drop-down.
- **Subfolder:** a drop-down.
- **Notes:**
- **Revision History:** an **Add** button.

![The blank Policy Documentation form](https://getjobbook.com/_astro/safety-policy-documentation-create.DKpaCoqL.png)

*Policy Documentation stores documents rather than collecting answers: each one has a version, a folder and a revision history.*

## Training Records

The list is titled **Training Records** and has a different set of saved views from the rest: **Current**, **Expires in 6 months** and **All**. **Expires in 6 months** is on no other Safety list.

The blank form has no signature control. Its fields, in order:

- **Employee:** a search box for finding an employee.
- **Training Course:** a search box for finding a training course, from the [Training Courses](https://getjobbook.com/help/Administration_Settings#training-courses) list under Administration.
- **Details:**
- **Date Certified:**
- **Expiry Date:**
- **Provider:**
- **Attachments:** an **Add** button.
- **Archived**: a tick box. This is the only Safety form whose closing tick box is not **Reviewed**.

![The blank Training Records form](https://getjobbook.com/_astro/safety-training-records-create.C2JDiIqG.png)

*For the tickets a person holds and when each runs out.*

## Unsafe Work Refusal Forms

The list is titled **Unsafe Work Refusal Forms** and has the saved views **Submitted**, **My Forms** and **All**.

The blank form has two signature blocks, an employee's and a supervisor's, in this field order:

- **Employee Making the Report:** a search box for finding an employee.
- **Date/Time:** required; already set to the current date and time.
- **Location:**
- **Describe the situation:**
- **Employee's Signature:** **Add My Signature** and **Collect Signature**, with no **Name:** box.
- **Were there any injuries?**: a tick box.
- **Was there any damages?**: a tick box.
- **Reported to Supervisor?**: a tick box.
- **Supervisor's Response:**
- **Supervisor's Signature:** **Add My Signature** and **Collect Signature**, again with no **Name:** box.
- **Feedback to Employee?**: a tick box.
- **Employee Satisfied**: a tick box.
- **Attachments:** an **Add** button.
- **Reviewed**: a tick box.

![The blank Unsafe Work Refusal Forms form](https://getjobbook.com/_astro/safety-unsafe-work-refusal-forms-create.DAkQU9lb.png)

*Two signatures, in order: the employee refusing the work signs first, and the supervisor signs under their response.*

## Witness Statements

The list is titled **Witness Statements** and has the saved views **Submitted**, **My Forms** and **All**.

This is the shortest Safety form. It has no **Attachments:** block, and its **Name:** is a plain box rather than the drop-down that the other forms put under a signature. Its fields, in order:

- **Company:** a drop-down.
- **Statement:**
- **Witness Signature:** **Add My Signature** and **Collect Signature**.
- **Date:** required; already set to today's date.
- **Name:**
- **Reviewed**: a tick box.

![The blank Witness Statements form](https://getjobbook.com/_astro/safety-witness-statements-create.1Hb9advC.png)

*The shortest form: who the witness is, what they saw, and their signature.*

## Worksite Observation Audits

The list is titled **Worksite Observation Audits** and has the saved views **Submitted**, **My Forms** and **All**.

The blank form opens with a note on the screen. It says that worksite observations are meant to give positive reinforcement and find ways to improve safety, that employees complete them on other employees, that a completed record goes to the Safety Coordinator to be reviewed and filed in the employee's file, and that at least six observations should be recorded. The note then lists suggested items to observe, in its own words:

> - Safety Paperwork (FLHA, HAT and DVM's)
> - Behavior Based Observations (HID, Positive Observation and Environmental Observations)
> - Emergency Response Plans and Procedures
> - Safe Work Procedures, Practices and Procedures
> - PPE is being worn and in good repair
> - Truck and equipment are clean and in good repair
> - Housekeeping
> - Training- all tickets on the person on the job

Below the note are these fields, in order:

- **Location:**
- **Date:** required; already set to today's date.
- **Employee Completing the Audit:** a search box for finding an employee.
- **Position of the Employee completing the Audit:**
- **Employee being Audited:** a search box for finding an employee.
- **Position of the Employee being Audited:**
- **Observations:** an **Add** button.
- **Additional Comments:**
- **Attachments:** an **Add** button.
- **Reviewed**: a tick box.

![The blank Worksite Observation Audits form](https://getjobbook.com/_astro/safety-worksite-observation-audits-create.0yS5rI6f.png)

*One employee observing another. The note on the form says what to look for, and the record goes to the Safety Coordinator for the employee's file.*

## Related Guides

- Safety
- [Assets](https://getjobbook.com/help/Assets)
- [Site Staff Initial Setup](https://getjobbook.com/help/Site_Staff_Initial_Setup)
- [Users and Employee Profiles](https://getjobbook.com/help/Users_and_Employee_Profiles)
- [Administration Settings](https://getjobbook.com/help/Administration_Settings)
- [Overview](https://getjobbook.com/help/Overview)