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.
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
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
Start Faster With Built-In Safety Planning App Templates
See How Sitemate Has Already Helped Companies Like Yours
"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


