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Guide

Safety

Safety in Aggrado covers the start of the day, the toolbox talk, the inspections and checklists, and what goes wrong. The office writes the questions, the hazard analysis, its own talks and its forms; the crew answers and signs on the phone; and what needs fixing becomes a corrective action.

By Ryan Lindsey, founder of AggradoHow we write

Before you begin
On the website, safety has its own block in the People and safety menu: Toolbox talks and hazards, Inspections and checklists, Corrective actions, Incidents and OSHA 300 log. The check-in questions and hazard analyses are written by a Project manager. Signing the crew in and holding a toolbox talk are done in the Aggrado phone app by a foreman or project manager. Roles are given out under People and safety › Directory › Users and roles by an owner or admin.

The check-in questions

Each morning the crew answers a few questions before work. On Toolbox talks and hazards, under Check-in questions, select Add question. Three is about as many as anyone will answer properly: fit for duty, wearing what the job needs, and has read the hazard analysis.

  1. Write the question.

    Give it a Key, a short name in lower case with dashes that never changes, and write What the crew is asked.

  2. Say how it is answered.

    Under How they answer, choose Yes or no, Acknowledge or In their words.

  3. Say which answer needs attention.

    Under Flag the answer, choose Never, When they say no or When they say yes. For a flagged answer, write What to do about it. The foreman reads this on the spot, so say what to do.

  4. Save it.

    Set the Order, leave They must answer it checked if it is required, and select Save. Phones receive it at their next sync.

Anything flagged appears under Flagged at check-in on the same page, with a link to that day's crew card.

The hazard analysis

A job hazard analysis lists what can hurt somebody on the job and what the crew does about it. The crew reads it on the phone before signing in.

  1. Write one.

    Under Job hazard analysis (JHA), choose the Job and select Write a JHA. Give it a Title.

  2. List the hazards.

    Under Hazards and controls, enter each hazard and its control, such as a trench collapse and how it is shored. Add hazard adds a pair. Put anything else under Anything else.

  3. Date it.

    Set Reviewed and, if it should be reviewed again by a date, Expires. Left empty, it stands until it is replaced. Select Save.

The one in force is the most recently reviewed. If a job has none, or its one has run out, the phone tells the foreman each day until it is dealt with.

Signing the crew in

On the phone, once people are on the day's time card, tap Hazards: have the crew sign on the card. The hazard analysis comes first. Then, for each person, tap the button reading their name and signs, answer the questions, and tap Save. It works without signal and goes with the card.

Nobody is refused the day
A flagged answer shows Somebody needs to look at this with what the office said to do, and is recorded for the office. The app never stops anyone from working.

Toolbox talks

Under Toolbox talks on Toolbox talks and hazards, the Talk library holds built-in talks in English and Spanish, grouped by category, such as excavation and trenching, heavy equipment and utilities. Search it, or switch between English and Español.

Project managers and owners can select New talk, or Copy and edit on a built-in talk, and give it a Category, Title and The talk. A Spanish title and text are optional; without them the phone shows the English.

The section also shows the days since the last toolbox talk, company-wide and for each active job, and the Talks held, with who led each and how many signed. A job's own Toolbox talks view lists its talks.

Hold a toolbox talk

Talks are held on the phone, with or without signal. On Today, open More › Safety › Toolbox talk and tap Hold a toolbox talk, or tap Hold a toolbox talk on a job.

  1. Pick a talk.

    Search the talks or choose a category, in English or Spanish.

  2. Read it out.

    Read it aloud and take questions, then tap Done reading: have the crew sign.

  3. Record who was there.

    Choose the Job, Who led it and Where. Under Who was there, tap today's crew to add them, or Add someone else. Each person taps Sign and signs with a finger.

  4. Save it.

    Add any Notes and tap Save the toolbox talk. Someone who arrives late can be added afterwards by opening the talk and using Someone came late?

On the website, open the talk under Talks held to see each signature, and select Sign-in sheet (PDF) for the signed sheet with the talk that was read. A project manager, owner or admin can select Email… to send the sheet, as a PDF, to the general contractor or the customer; the addresses are filled in from the job's contacts. What has been sent is listed under Sent.

Inspections and checklists

People and safety › Inspections and checklists holds every form the company has built: the checklists, permits and inspections done on its jobs, and the machine inspections done on its equipment. A form is built and published here and filled in on the phone, with or without signal.

  1. Make a form.

    Select New form, choose What kind of form (a job form or a machine inspection) and start it Blank or From the library. It starts as a draft; nothing reaches the phones until you publish it.

  2. Fill it in on the phone.

    A foreman opens More › Safety › Forms on Today, picks the form and sends it.

  3. Failed items raise corrective actions.

    When a form is sent, each failed item raises its own corrective action, listed on the completed form under Corrective actions from this form. A job's Forms view lists its completed forms, with failed items shaded.

Corrective actions

A corrective action is something to fix, with who it's assigned to and by when. They come from incidents, failed form items, excavations and walks, and whoever keeps safety can select Add corrective action. The person it's assigned to is told, and hears each morning when it's due or overdue.

People and safety › Corrective actions lists them on every job, with how many are open and overdue and how quickly they get closed. Open one to Add photo of the fix, say What was done and select Mark done; Reopen brings it back.

Report an incident

Injuries, near misses, property damage, vehicle incidents, utility strikes, spills and unsafe conditions can be reported by anyone with a role in Job or Field. Project managers and owners are notified straight away.

  1. On the phone.

    On Today, tap the red Report a problem, then Someone got hurt or A near miss, damage, a line strike or a spill. Choose What kind, the time, the Job and Where, exactly. For an injury, say Who was hurt and the part of the body. Say What happened and What was done right away, add photos, and add each witness with Add a witness. Tap Send the report. It is saved on the phone until there is signal.

  2. On the website.

    Under People and safety › Incidents, select Report an incident, fill in What kind, When, Job, Where, exactly, Who it happened to, What happened and, for an injury, Care given. Select Report it.

An injury reported by answering yes to "were you hurt today?" at clock-out is opened as an incident on its own. See The time clock.

Investigate it

The Incidents page lists every incident with its number, kind, when, job, OSHA status and status, and counts the days without a lost-time injury (or the rule you choose in the OSHA 300 log's settings). People with only a Field role see the incidents they reported or that happened to them.

Project managers and owners open an incident and fill in The investigation: the part of the body, the injury or illness, Care given, Done right away, Why it happened and What's changed so it doesn't again. Set the Status as it progresses, and select Save. The History records each change, and Corrective actions from this incident holds what it needs fixed.

Excavations and competent people

On a job's Safety view, select Open an excavation for each trench or pit: where it is, how deep, the soil type, the protective system and its competent person. Each shows where it stands today: Inspect before work, Inspect after rain when a tenth of an inch or more has fallen since the last inspection (from the rain gauge, else the daily report's weather), or Inspected today.

Inspect it opens the daily excavation inspection, filed against that excavation, on the website or the phone. Add the form from the library under Inspections and checklists first. Each morning the competent person (else the job's superintendent) hears which excavations need inspecting, and rain on the gauge with excavations open tells them at once. Select Backfilled when it's closed.

Under Competent people, name who is the competent person on the job for excavation, silica, fall protection, scaffolds, confined spaces or rigging. Keep their training on the certificates on their employee record.

The OSHA record

An injury has an OSHA recordkeeping section, for whoever investigates incidents. Answer whether it's work-related and a new case, check the first aid and any medical treatment given, a loss of consciousness or a significant diagnosis, and Aggrado suggests whether it's recordable and says which rule it read. Set Recordable yourself: the decision is yours, and it's what goes on the log. The page counts the 7 days you have to log it from The company learned of it.

Add each stretch of days away or on restricted work under Days away and on restricted work, from a doctor's note or the supervisor, and the log's day counts follow: calendar days from the day after the injury, 180 at most. Fill in The 301 incident report, select Save OSHA case, and select Download 301 (PDF).

If someone died, was admitted to a hospital, lost a finger or part of the body, or lost an eye, check it under Severe. The incident shows the deadline to report it (8 hours for a death, 24 for the others), who to call (NC DOL in North Carolina, SC OSHA in South Carolina, OSHA elsewhere), and a place to record the report. The phone asks the same when the crew reports an injury, and the office hears at once.

People and safety › OSHA 300 log opens the year: the hours worked from approved time cards plus an estimate for salaried people without them, the average and largest headcount, the 300 log and the 300A as PDFs, TRIR, DART and the lost-time rate by job and by month, and OSHA's electronic filing file with its checks. After the year ends, a company executive certifies the 300A there; post it from February 1 to April 30.

Below it, Safety record for prequalification shows the three years general contractors ask for (hours, recordable, days-away-or-restricted and days-away cases, deaths, TRIR, DART and the mod) with toolbox talks, near misses and corrective actions closed. Add each year's experience modification rate and the carrier's letter, and select Download the safety record (PDF) for one PDF to send or upload to ISNetworld, Avetta or Highwire.

The counter
The days-without counter resets on a case with days away from work unless you choose otherwise in the OSHA 300 log's Settings. Don't tie rewards to a zero count: OSHA forbids discouraging people from reporting injuries.

From the makers of Aggrado Site, sitework estimating and job management software: takeoff and crew-based bids, the won bid as the job's budget, and the crew's phone app on one record.