What you’ll learn
- A practical, end-to-end risk workflow using SafeTrakX modules (FLHA, Inspections, ERP, AI Vision, Permits).
- How to map PMI risk processes—Plan, Identify, Analyze, Respond, Monitor—directly to product features.
- Simple metrics to prove benefits realization (before/after) so your risk work isn’t just “compliance,” it’s value.
Why this matters
In high-hazard operations, risks are discovered in the field—but managed in systems. The gap between the two is where incidents happen. SafeTrakX closes that gap by operationalizing PMI Risk Management in the daily flow of work: at the job site (FLHA), at the permit board, during inspections, and even in front of a live camera using on-device AI.
Below is a playbook you can replicate to turn “risk management” from a binder into a living workflow.
1) Plan Risk Management — Make it intentional, lightweight, and visible
Objective: Define how the team will identify, analyze, respond to, and monitor risk—then embed it in SafeTrakX so it’s not optional.
How SafeTrakX helps
- Risk Policy in-app: Store your risk policy, 5×5 matrix, escalation thresholds, and notification rules in the Admin > Settings collection so they’re used everywhere (FLHA, Inspections, Permits).
- Standard IDs: Every risk item gets a unique, human-readable ID (e.g.,
HA: 1045,PERMIT-001), which simplifies tracking and trend analysis. - Roles & permissions: Supervisors approve FLHAs; HSE reviews high-severity items; Operations signs permits. The workflow is the governance.
Pro tip: Keep the plan short. If your risk plan can’t fit on one page inside the app, it won’t be followed.
2) Identify Risks — Catch it where it starts: in the field
Objective: Consistently capture hazards as they’re encountered—not after the fact.
How SafeTrakX helps
- FLHA (Field Level Hazard Assessment): Workers select energy sources (e.g., Chemical, Electrical, Mechanical), then reveal tailored hazard prompts and common controls. This narrows blind spots and raises the quality of entries.
- Sticky-stuff that can kill you: A short curated list of life-critical risks appears first—think stored energy, line breaks, confined space. This nudges attention to high-consequence hazards.
- AI Vision (on-device): Optional camera detection flags missing PPE or risky proximities in real time (privacy-respecting, device-local). Think of it as a “second set of eyes,” not a replacement for judgment.
- Inspections: Planned walk-downs and ad-hoc observations feed the same risk register so trends are not siloed.
Output: A living risk register comprised of FLHAs, inspection findings, and auto-flagged AI observations—all tagged by site, job step, energy source, and severity.
3) Analyze Risks — Fast, consistent, and defensible
Objective: Qualitative first, quantitative if warranted.
How SafeTrakX helps
- Scoring: Likelihood × Severity (customizable scales). High-severity defaults to supervisor review; “Intolerable” locks next steps until controls are documented.
- Contextual controls: When a hazard type is selected, relevant controls are suggested (e.g., lockout for mechanical energy, bonding/grounding for static, ventilation for solvent vapors). This improves response quality and speed.
- Trend lenses: Filter risks by energy source, unit, contractor, or task. You’ll quickly see recurring patterns (e.g., “temporary power cords in Area B = slips/trips spikes”).
When to go quantitative: If you have strong frequency/exposure data (e.g., solvent off-gassing rates, exposure durations), log it against the hazard to justify engineering controls or capital projects.
4) Plan & Implement Risk Responses — Make the next action obvious
Objective: Convert insights into controls, owners, and dates.
How SafeTrakX helps
- Control libraries: Administrative, PPE, engineering controls—pre-loaded and mapped to hazards. Teams choose the control, then specify how it will be done (who/when).
- Permit-to-Work: If the risk requires isolation or hot work, trigger a permit. SafeTrakX enforces pre-conditions (e.g., LOTO, gas test, standby) before work can start.
- ERP (Nearest Hospital): For higher-risk tasks, ERP module prompts emergency readiness checks and confirms nearest care facility—practical readiness, not just a phone number.
- Auto-notifications: High-risk items ping supervisors and HSE; overdue actions escalate by rule, not memory.
Closure quality: Require photo evidence or readings (e.g., LEL < X%) before an action can be closed. “Done” should be auditable.
5) Monitor Risks — Prove it’s working (or fix what isn’t)
Objective: Continuously check if controls actually reduce risk.
How SafeTrakX helps
- KPI Panel:
- Leading: % FLHAs completed pre-task, % critical controls verified, time-to-approval, repeat-hazard rate.
- Lagging: Recordable incidents, near misses, environmental deviations, permit violations.
- Drift detection: If AI Vision or inspections keep flagging the same issue after a control is “in place,” the system surfaces it as a recurring risk needing a different response (e.g., engineering vs. administrative).
- After-Action Loops: Post-incident or post-job, push a short learning survey. Good lessons feed the hazard prompts and control suggestions—the system gets smarter.
Stakeholders & Communication — Make risk a shared language
- Workers: Mobile-first FLHA with quick-select hazards and voice-to-text notes. Show them their metrics (e.g., “You’ve submitted 12 high-quality FLHAs this month.”)
- Supervisors: Approval queues with risk hotspots by crew and area.
- HSE/Management: Trend dashboards, site comparisons, recurring hazards, and action closure SLAs.
- Contractors: Scoped access to their jobs and KPIs; one clear way to “work to our standard.”
Tip: Replace long toolbox talks with data-driven one-pagers exported from SafeTrakX: “Top 3 hazards this week and the controls that worked.”
Benefits Realization — Show the value in 90 days
Define benefits at the start, then track them visibly:
Baseline (Day 0)
- FLHA completion rate: 52%
- Avg. time to supervisor approval: 5h 20m
- Repeat hazards per 100 jobs: 18
- Critical control verification rate: 61%
- Near misses/month: 14
Target (Day 90)
- FLHA completion rate ≥ 85%
- Approval time ≤ 60 minutes
- Repeat hazards/100 jobs ≤ 8
- Control verification ≥ 90%
- Near misses/month ≤ 7 (with improved reporting quality)
Attribution: Each KPI is directly tied to a SafeTrakX capability (prompts, approvals, permits, AI assists, escalations). That makes the benefits credible.
Mini Case: Hot-work on an EPS bead transfer line
- Identify: FLHA flags explosive vapors and hot surfaces; “sticky-stuff that can kill you” highlights ignition risk.
- Analyze: Qualitative rating = High; triggers HSE review.
- Respond: Permit-to-Work requires LEL test < 10% of LFL, purge/ventilation, fire watch, and bonded equipment. Supervisor verifies with photos and meter reading.
- Monitor: AI Vision alerts on missing face shield during grinding; work paused and corrected. KPI shows zero rework, approval in 35 minutes, and no recurrence in 30 days.
Implementation Notes (so it scales)
- Hybrid delivery: Use Agile for module increments (FLHA → Permits → AI Vision), but keep a predictive backbone for governance (risk thresholds, approvals, escalation SLAs).
- Data model:
hazards(energy_source, description, severity, likelihood, controls[])flhas(job_id, site, hazards[], controls_applied[], approvals[])inspections(finding_type, severity, photo_uri, action_owner, due_date)permits(type, preconditions[], tests[], signoffs[])actions(owner, due, evidence_uri, status)
What “good” looks like in 6 months
- Risk conversations are shorter and clearer because everyone uses the same scales and IDs.
- Fewer repeat hazards; more engineering fixes replacing admin band-aids.
- A living knowledge base: hazard prompts and control libraries shaped by your data.
- Executives can see risk trending without a meeting.
Reuse this checklist in your program
- Publish a one-page Risk Plan inside SafeTrakX (matrix, thresholds, roles).
- Turn on energy-based hazard prompts in FLHA.
- Require photo/meter evidence for high-risk control closures.
- Auto-create permits from high-risk FLHAs.
- Enable KPI panel with at least 4 leading indicators.
- Review “recurring hazards” monthly and upgrade controls.
- Share a one-pager of wins & lessons every two weeks.
Closing thought
Risk Management only works when it’s easier to do the right thing than the old thing. SafeTrakX makes the right thing the default—so risk becomes predictable, visible, and steadily smaller.
Author: Olu Olumoyin, CRSP, PMP — Building SafeTrakX to turn frontline knowledge into safer, smarter work.
