TaskRox Help & User Manual

The HSE module opens to a dashboard and grouped navigation rather than a long horizontal tab strip.

Groups: - Reactive — Issues, Incidents, Hazards, Alerts, Investigations - Risk & Planning — WRAC, JSA, SWMS, Take 5, Critical Risks, Controls - Assurance — Inspections, Field Interactions, Toolbox - Insights — analytics and trend views

Use the group pills first, then choose the module tile you need. Each tile shows live counts so overdue or active areas stand out immediately.

Use Issues, Incidents, and Hazards to capture active safety problems and observations.

Incidents support richer workflows than the original MVP: reported → triage → investigation → actions open → awaiting verification → closed.

Investigations hold root-cause and corrective-action follow-through. Alerts / Heads Up records push urgent safety shares and lessons learned across the project team.

TaskRox uses the incident vocabulary common across Australian construction, civil, and mining operations. Classification (what happened) is recorded separately from consequence (how bad it was, and how bad it could credibly have been).

Classification — the reporting class of the event: - Near Miss (NM) — unplanned event with no injury or damage, but potential for harm - First Aid Injury (FAI) — first aid treatment only; no doctor, no lost time - Medical Treatment Injury (MTI) — treated by a registered medical practitioner beyond first aid, without lost time or restricted duties - Restricted Work Injury (RWI) — the person returns on restricted or alternate duties - Lost Time Injury (LTI) — absence for at least one full shift beyond the day of the injury - Fatality — work-related death - Occupational Illness, Environmental, Property Damage, Vehicle / Mobile Plant, Security, and Community cover non-injury and illness event classes

Workspace admins can add organisation-specific classifications via Settings → Picklists.

Recordable injuries. Fatality, LTI, RWI, and MTI make up the recordable bucket used in industry frequency rates such as TRIFR (recordable injuries per million hours worked, the common Australian convention). First aid injuries and near misses are not recordable. Dashboards and reports show a Recordable count built on this rule.

Actual vs potential consequence (1–5). Each incident can record what actually occurred and the credible worst case, on the same five-point scale used in the risk matrix: 1 Insignificant · 2 Minor · 3 Moderate · 4 Major · 5 Catastrophic. Risk ratings derived from the matrix band into Low / Medium / High / Extreme — TaskRox deliberately does not use "critical incident" as a product term.

High Potential Incident (HPI). An event that caused, or could credibly have caused, a significant adverse outcome — regardless of what actually happened. A near miss can be an HPI; so can a first aid injury. TaskRox proposes the HPI flag when potential consequence is Major or above; you confirm or clear it. HPIs are headline items on dashboards because resources regulators (for example in Queensland's mining sector) treat them as primary lead indicators.

Regulator notification. The notifiable workflow tracks the legal notification status: Not Notifiable → Under Review → Notifiable → Notified (with the regulator/reference recorded against the incident). What is legally notifiable — typically a death, serious injury or illness, or a dangerous incident, plus mining-specific categories — depends on your jurisdiction and regulator (for example SafeWork NSW, the NSW Resources Regulator, Resources Safety & Health Queensland, or WorkSafe WA). Where an incident is notifiable, most WHS laws also require the site to be preserved until an inspector arrives or releases it. TaskRox records your assessment; it does not notify a regulator for you.

The planning group turns HSE into an operational risk workspace, not just an incident register.

• WRAC — broad work area risk assessment
• JSA — task-level job safety analysis
• SWMS — safe work method statements
• Take 5 — quick point-of-work risk checks
• Critical Risks — controls around high-consequence exposures

These records are used before work starts and can be linked back to field execution and later assurance evidence.

Use Inspections, Field Interactions, and Toolbox to verify controls in the field.

These modules are for proactive supervision, conversations, and inspection outcomes rather than only post-event reporting. The dashboard surfaces open actions and hot spots so supervisors can act early.