The Safety Planning App Built for the Front Line

Sitemate’s Safety Planning App is powered by Dashpivot, and allows site teams to easily log safety plans at the job site. Storm, Sitemate’s AI agent, can fill out plans with hazard controls, risk assessments, and even photos, then site supervisors can review, edit, and sign off directly on the form via e-signature.

Why Safety Planning management Is Harder than It Should Be

Slow manual safety plan creation

Workers using paper-based forms take a long time to complete safety plans before starting work.

Missing and illegible safety plans

Paper-based safety plans can easily get lost or damaged when moving across offices and work spaces.

Compliance gaps due to skipped plans

Due to the time it takes to complete paper-based safety plans, workers may skip the process, which compromises safety and compliance.

Cannot preview past safety plans

Completed paper-based safety plans are usually filed away, which limits visibility on previous hazards identified. This can cause a disconnect and prevent effective risk management.

A Smarter Safety Planning App

AI-assisted safety plan creation

Storm can help turn user prompts into a complete safety plan, pre-filled with details specific to user input.

Streamlined hazard identification with photo capture

Workers can log identified hazards, take photos of site conditions, and notify relevant personnel for follow-up, all from their mobile device.

Supervisor review before work begins

All completed safety plans are routed to supervisors for review and sign-off before workers are cleared to start work.

Cannot preview past safety plans

The Safety Planning App uses a cloud storage system in Dashpivot where all completed plans are stored. Looking into previous plans can be done with a few taps and clicks.

How AI works in the Safety Planning App

Sitemate's AI agent Storm is integrated into the Safety Planning App to further streamline the process. Storm can use user prompts, voice recordings, and photos to directly auto-populate fields in the safety plan. Personnel will only need to review the plan before implementation.

Storm
AI Form Fill
Capture what you see and say - Storm will fill the form.

Use the photos and voice clip to fill out the Safety Planning for me

Feed Storm the safety plan details

Safety officers developing the plan can use the voice recording feature while they walk through the site and take photos of hazards or controls, eliminating the need to manually input information.

Data mapping

Storm extracts insights from user input, voice notes, and photos, sorts the raw data, and uses those insights to populate the right data fields of the safety plan.

Review of plan draft

Safety officers in charge of the plan should review the auto-populated fields to ensure everything is correct, and add any missing context.

Site manager review and approval

Site managers will then review the plan for any identified gaps before approving it for implementation.

How AI Helps With Safety Planning

Streamlining the Safety Planning Process

  • Storm and AI Form Fill help workers turn prompts, photos, and voice notes into a formal safety plan in seconds
  • Available on any device, the Safety Planning App lets teams log hazards, controls, and responsibilities right on their mobile phones, right before work begins
  • Pre-built templates guide workers through what to capture, so nothing gets missed
  • Digital timestamping and GPS tagging streamline traditional manual admin work when creating safety plans
  • Stakeholders and project management get notified immediately of new safety plans when the plan is submitted for approval

Understanding Safety Planning Software

What is a Safety Planning App?

A Safety Planning App is a tool that supervisors and safety personnel use to create safety plans, documents that outline the hazards, controls, and procedures needed to carry out work safely. These plans are usually created before work begins, and cover details on the tasks involved, the risks identified, and the measures put in place to manage them. With a Safety Planning App, teams can keep a digital record of these plans, as well as any updates made as conditions on site change.

What does a Safety Planning App help record?

  • General information like project name, site location, and date
  • Scope of work and tasks covered by the plan
  • Hazards identified for each task
  • Control measures and safe work procedures
  • Roles and responsibilities of personnel involved
  • Required permits, PPE, and equipment
  • Emergency response and contact procedures
  • Sign-off from supervisors and workers involved in the work

Why is safety planning important?

Safety planning is important because it is a means by which supervisors can identify hazards before work begins, and put controls in place to manage the risks involved. These hazards can arise from factors like the nature of the task, the work environment, or the equipment being used. This is especially relevant to industries like construction and industrial or manufacturing plants, where work often exposes workers to risks that need to be controlled ahead of time. Additionally, safety plans serve as a basis for supervisors and workers when confirming that the right precautions are in place before work starts.

How To Set Up a Digital Safety Planning Using Sitemate

Set up Safety Planning templates

First, you will need to create the templates that will be used as standard forms for all your safety plans. Supervisors can create these forms in Dashpivot, where they can add fields for project details, identified hazards, control measures, responsible personnel, and emergency response procedures.

Use Storm to fill out Safety Planning templates

Storm captures insights and context from all sorts of user input. Manual user prompts, voice notes, photo analysis, and automatic location and time capture are all taken into account in the form.

Set up notifications

Set up the notification workflow within Dashpivot to send automatic alerts to supervisors and project managers as soon as safety plans are logged.

Train personnel

Train personnel on how to use the Safety Planning App, especially on how to input data, photos, and voice recordings, collect signatures, and review the auto-populated fields.

Go live with the Safety Planning App

Deploy the Safety Planning App and start running consistent, well-documented safety plans.

Talk to an expert

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Start Faster With Built-In Safety Planning App Templates

Behavior Based Safety Checklist template page 1

Behavior Based Safety Checklist Template

Use this behavior based safety checklist template to conduct your next behavior based safety observation. It's free and customisable.

See the template
Site security toolbox talk

Site Security Toolbox Talk

This Site Security Toolbox Talk provides a structured and consistent approach to discussing security protocols.

See the template
Smoke Test Checklist

Smoke Test Checklist

This Smoke Test Checklist can help verify smoke detector testing procedures, system control checks, adhering to the UK Building Regulations.

See the template

See How Sitemate Has Already Helped Companies Like Yours

JVS Industrial

"Not having a piece of paper correct can be the difference between a legal claim or a $300,000 loss."

- Clint Logan, Senior Project Manager

$300,000

Risk avoided by eliminating missing documentation

100% of reports

Completed, signed, and stored digitally

Safety Planning App with Flowsite

Flowsite automatically transfers completed safety plan data from Dashpivot into tracking dashboards and reporting systems, removing the need for manual re-entry. Safety and project teams get real-time visibility of plan status and approvals, so work can be reviewed and actioned with minimal admin work.

Comparison: Paper Safety Planning vs Digital Safety Planning

Most project teams already know paper and spreadsheets aren't cutting it. Here's what changes when you move your method statements to a digital system.

Form access

Data gathering

Escalation

Storage

Supervisors' approval

Audit readiness

Action tracking

Instant access to safety plan forms by scanning a QR code
Storm auto-populates fields using photos and voice recordings
Automated notifications escalate critical findings immediately to supervisors
Plans stored in the cloud, accessed by searching or filters
Digital and automated notification and approval process
All safety plans immediately available for auditing
Automated progress tracking

Paper

Requires asset identification and printing of forms
Manual data entry, which is time-consuming
Requires manual hand-offs
Requires bulky binders, cabinets, and manual searching
Requires physical sign-offs, which can delay approvals
Requires manual compiling
Requires manual follow-up

Frequently asked questions about the Safety Planning App

Does Dashpivot work even if offline?

Yes, Dashpivot can work even without internet connectivity. It stores all collected data, like photos and hazard notes, in the phone and automatically syncs when connectivity returns.

How does AI help when completing a safety plan?

Sitemate’s AI assistant Storm can extract data from photos and voice recordings and auto-fill the relevant fields on the plan. This process eliminates manual data entry, which significantly streamlines how teams use this safety planning app on site.

Can I update a template safety plan in the app?

Yes, you can easily update a template safety plan in the app to align with your workflow and site-specific hazards by using the powerful drag-and-drop form builder in Dashpivot.

Can I generate dashboards from completed safety plans?

Yes, the app can generate dashboards based on collected data from completed plans. Supervisors and managers can easily track outstanding actions and hazard trends without the need to manually compile records.

How do workplace safety apps help keep everyone on site aligned?

Workplace safety apps keep hazard information, controls, and responsibilities in one place, so everyone on site is working from the same plan. This structure also makes it easier to update the plan as conditions change.

What happens if a new hazard is identified after a work safety plan template has already been approved?

Using the app, supervisors can update the plan and notify the relevant team members straight away. This keeps the work safety plan template current, rather than leaving outdated information in circulation on site.

Version History

2026-07-16 26-02-v1 Sitemate
Updated the Themer layout and included Storm in the content.

Safety Planning in Minutes, Not Hours