| id,category,criterion,definition,why_it_matters,buyer_question,priority |
| incident-management,Core HSE modules,Incident & near-miss management,"Logging, investigation, root-cause analysis (5 Whys, fault tree, bow-tie), and corrective-action tracking for injuries, near-misses, property damage, and environmental releases.",Incident data is the backbone of every HSE programme |
| risk-assessment,Core HSE modules,Risk assessment & management,"Creating, reviewing, approving, and version-controlling risk assessments — general, task-based (JSA/JHA), and substance-based (COSHH) — with a likelihood × severity matrix.",Out-of-date or unversioned risk assessments are a leading audit finding and a direct legal exposure.,"Does it enforce review-date reminders, version control, and residual-risk recalculation after controls are applied?",Essential |
| inspections-audits,Core HSE modules,Inspections & audits,"Templated site inspections and management-system audits (ISO 45001 clause-mapped, regulatory) conducted on mobile with findings, evidence, and corrective actions.",Paper audits lose evidence and delay reporting |
| permit-to-work,Core HSE modules,Permit to work,"Digital multi-step permit approval for high-risk activities (hot work, confined space, working at height, electrical isolation) with a live permit register and expiry escalation.",Permit failures are a common cause of serious incidents |
| corrective-actions,Core HSE modules,Corrective & preventive actions (CAPA),"Raising, assigning, tracking, and closing corrective actions from any source (incident, audit, inspection) with owner, deadline, and closure evidence.",Actions tracked in email and spreadsheets fall through the cracks — the single most common audit nonconformity.,"Are actions linked back to their source finding, with escalation alerts for overdue items and stored closure evidence?",Essential |
| training-competency,Core HSE modules,Training & competency records,"Competency matrices, training scheduling, certification tracking, and automated expiry alerts (NEBOSH, IOSH, licences, medicals).",Letting a worker operate equipment on an expired certificate is a direct compliance and liability failure.,Does it alert before certifications expire and block assignment of uncertified workers to restricted tasks?,Important |
| contractor-management,Core HSE modules,Contractor prequalification & management,"Prequalifying contractors, storing their HSE documentation, tracking induction status, and monitoring on-site performance.",Principal-contractor liability extends to subcontractors; poor contractor oversight is a major project risk.,"Can contractors self-serve document uploads, and does the system flag expired insurance / method statements before site access?",Important |
| multi-jurisdiction,Compliance & regulatory,Multi-jurisdiction regulatory coverage,"Built-in report templates and regulatory logic for the jurisdictions you operate in (e.g. UK RIDDOR, US OSHA 300/301, EU, GCC OSHAD-SF / Aramco / ADNOC / QCDD).",A tool that only covers one country forces manual workarounds and mis-filed regulatory reports elsewhere.,"Does it cover every jurisdiction you operate in today, and how are regulatory changes maintained?",Essential |
| iso-alignment,Compliance & regulatory,ISO 45001 / 14001 / 9001 alignment,"Structure, evidence capture, and reporting that map to ISO management-system clauses to support certification and surveillance audits.","If the software's structure fights your management system, audit preparation stays manual and slow.","Are inspection/audit templates clause-mapped, and can it produce the documented information ISO Clause 9.2 requires?",Important |
| legal-register,Compliance & regulatory,Legal register & compliance tracking,A maintained register of applicable legislation and standards with compliance status per requirement.,Regulators expect a demonstrable link between obligations and evidence of compliance.,"Is the legal register maintained by the vendor or by you, and how are legislative updates flagged?",Advanced |
| audit-trail,Compliance & regulatory,Tamper-evident audit trail,"An immutable, timestamped record of who changed what and when across every record and document version.","Without a defensible audit trail, records can be challenged in investigations, tribunals, or certification audits.","Is every change versioned and attributed, and can superseded versions be retrieved rather than overwritten?",Important |
| offline-mobile,Mobile & field,Offline mobile capability,"Native or web mobile apps that capture inspections, incidents, and permits with no connectivity and sync automatically when signal returns.","Remote, underground, and offshore sites have no signal; a cloud-only tool simply stops working there.","Does it work fully offline (create and sign records), and is sync automatic and conflict-safe?",Essential |
| evidence-capture,Mobile & field,"Photo, video & GPS evidence","Attaching timestamped, geotagged photo/video evidence directly to findings and observations from the field.",Verbal or undated findings are disputable; evidence-linked records stand up to scrutiny.,"Are photos timestamped and GPS-tagged automatically, and attached to the specific finding rather than the record as a whole?",Important |
| worker-signoff,Mobile & field,Worker sign-off & acknowledgement,"Capturing on-device acknowledgement signatures for briefings, toolbox talks, JSAs, and method statements as proof of consultation.",Proof that workers were briefed and understood the controls is essential evidence after an incident.,"Can crews sign on-device (online or offline), and is the signature stored permanently against the specific document version?",Important |
| ai-generation,AI & analytics,AI document generation,"AI that drafts risk assessments, method statements, JSAs, toolbox talks, or incident reports from a short description, for human review and approval.","AI-assisted drafting removes hours per document, but must keep a competent person in control of the final output.","Is the AI grounded in your own documents and regulations, and does the workflow require human review before approval?",Advanced |
| analytics-dashboards,AI & analytics,Analytics & leading-indicator dashboards,"Configurable dashboards tracking TRIR/LTIFR/DART, action closure rates, leading indicators, and trends by site, department, or hazard.",Data that sits in folders instead of dashboards can't drive targeted intervention or board reporting.,Can you build custom dashboards and track leading (not just lagging) indicators without exporting to a separate BI tool?,Important |
| predictive-insight,AI & analytics,Predictive & pattern insight,"Surfacing recurring hazards, high-risk trends, and repeat findings automatically from the accumulated data.",The value of years of HSE data is realised only when patterns are surfaced proactively.,"Does it highlight recurring issues and high-risk trends automatically, or is analysis entirely manual?",Advanced |
| open-api,Integrations & data,Open API & webhooks,A documented REST API and webhooks so HSE data can flow to and from other business systems.,"Without an API, the HSE system becomes a data island and integration is manual re-keying.","Is there a documented public API and webhook support included, or gated behind an enterprise tier?",Important |
| sso-identity,Integrations & data,SSO & identity integration,"Single sign-on (SAML/OIDC, Azure AD, Okta, Google Workspace) and directory sync for user provisioning.",Manual user management across sites is error-prone and a security risk at scale.,"Which SSO providers are supported, and is automated user provisioning/deprovisioning included?",Advanced |
| hr-erp-integration,Integrations & data,HR / ERP / CMMS integration,"Connections to HR (personnel, training), ERP/finance, and maintenance (CMMS) systems to keep records in sync.",Disconnected personnel and asset data means duplicate entry and stale records.,"Are there native connectors for your HR/ERP/CMMS, or only a generic API you must build against?",Advanced |
| data-portability,Integrations & data,Data ownership & portability,The ability to export all your data in open formats and clear contractual ownership of that data.,Vendor lock-in through proprietary formats makes switching costly and risky.,"Can you export all your data (records, evidence, attachments) at any time, and who owns it contractually?",Important |
| pricing-transparency,Deployment & commercial,Pricing model & transparency,"Whether pricing is public and how it scales — per-user, per-site, flat, or module-based — including what is bundled vs paid add-on.",Per-user pricing punishes wide field rollout |
| free-tier-trial,Deployment & commercial,Free tier or genuine trial,A no-cost tier or self-serve trial that lets you evaluate the product with real data before committing.,Demo-only evaluation hides usability problems that only appear in real field use.,"Is there a free tier or self-serve trial with your own data, with no credit card and no sales gate?",Important |
| implementation-time,Deployment & commercial,Implementation time,Time from purchase to productive use — ranging from same-day self-serve to 6–18 month enterprise deployments.,Long implementations delay value and carry high services costs and change-management risk.,"What is realistic time-to-value for an organisation your size, and what services cost does it carry?",Important |
| scalability,Deployment & commercial,Scalability across sites & users,"The ability to add sites, projects, languages, and thousands of field users without re-architecting or renegotiating.","A tool that suits one site may not handle multi-site, multi-country rollout.","How does it handle multi-site, multi-language, and thousands of occasional field users?",Important |
| security-hosting,Deployment & commercial,"Security, hosting & data residency","Certifications (ISO 27001, SOC 2), encryption, hosting region options, and data-residency guarantees.",Regulated industries and some jurisdictions require specific data residency and security posture.,"What security certifications does it hold, and can data be hosted in your required region?",Important |
| onboarding-support,Support & success,Onboarding & ongoing support,"Setup assistance, training, documentation, and the responsiveness / SLA of ongoing support.",Even great software fails to embed without adequate onboarding and responsive support.,"What onboarding is included, what is the support SLA, and is it bundled or a paid add-on?",Important |
| multilingual,Support & success,Multilingual field use,"Interface and content localisation for a multilingual workforce (e.g. English, Arabic, and the languages of your field crews).","Field workers who can't read the interface won't adopt it, defeating the purpose of digitisation.","Which languages are supported in the field app, and can content (e.g. toolbox talks) be delivered per-language?",Advanced |
| configurability,Support & success,Self-service configurability,"The ability for your own admins to build templates, workflows, and fields without vendor professional-services engagements.","If every change needs a paid consultant, the system ossifies and stops matching how you work.","Can your admins build and change templates/workflows themselves, or does every change require the vendor?",Important |
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