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.

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.