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How to set up Safety

In this article, we will explain how to set up the safety feature for your projects. The safety feature provides an overview of the safety on the construction site. It allows people on the site to report safety observations to the safety managers and enables safety managers to create safety issues and safety inspections.

This article will explain how to set up the safety feature. If you want to learn more about using the safety feature, you can read this article: How to use Safety.

Table of contents

Safety overview

The safety features can be accessed from Field. A dedicated safety menu provides access to safety registrations and a safety dashboard.

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In this section, you can view, edit, and change the status of safety inspections, reports, issues, and observations.

How to set up safety

This section covers the activation and set-up of the various safety features in Dalux.

How to activate safety

 User rights

Activation and setup for safety need to be done by a project or Field administrator. A safety manager must be assigned to the predefined user groups.

To use the safety feature, it must first be activated. To activate safety, go to

Settings Field Add features 'Safety' Activate.

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Safety in Dalux has five main features

  • Safety categories
  • Safety observations
  • Safety inspection
  • Safety issue
  • Good practice

A safety manager must be assigned to the user groups on the project, and a specific safety workflow must be created in each work package where the safety feature is relevant.

How to set up safety categories

Creating the safety categories is the first step in setting up the safety feature. The safety categories are used in safety observations, inspections, and issues.

Safety categories are the different focus points for construction site safety, and each category can have multiple subcategories.

To set up and create safety categories, go to Settings Field 'Safety categories'.

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In this window safety categories and subcategories can be managed.

Safety categories and subcategories can be imported from other projects or the company profile.

To do so, go to Safety categories More.

It is possible to import from a project or the company profile.

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When done creating categories and subcategories, click 'Save'.

Tips and tricks

The safety categories are shown in safety inspections and safety observations. Subcategories are used when creating safety issues.

How to set up safety observations

Safety observation can be activated in Settings Field 'Safety observations'.

This feature allows all users on the project to create a specific task called 'Safety observation'. These tasks are automatically sent to the safety manager(s).

The name and prefix can be changed in the 'Settings' menu.

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This is an easy way to allow anyone on-site to make safety observations. When using Dalux Mobile, a button will appear on the home screen for everyone on the project.

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An overview of all safety observations can be seen from the Safety observation menu in daluxicon_field.pngField.

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From this submenu, you can also create new safety observations as well as change its status and assign it.

How to set up safety inspections

Safety inspections are used on-site to document the state of the safety on site. It uses the safety categories, but other data fields can be added if necessary. The safety inspection feature requires the 'Checklists' feature to be activated. If checklists are not activated on the project, Dalux will ask whether to activate checklists.

To set up safety Inspections, go to Settings Field 'Safety inspection'.

This will open the template used for safety inspections. From here the template can be customized by dragging the data fields on the right of the window to the 'Header' or 'Data fields' area. The method is the same as editing any kind of form in Dalux.

Remember to click 'Save' when done customizing.

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In the 'Settings' menu, it is possible to rename the safety inspection and change the prefix. It is also possible to automatically share completed safety inspections with everyone on the project.

If this is toggled on, all completed safety inspections can be seen on the dashboard for all users on the project:

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Safety inspection types

Dalux has three different types of safety inspection methods:

  • Count and safety index
  • Red/yellow/green categories
  • Red/green/not applicable

The type can be selected by clicking 'Settings' when viewing the template.

Count

The count type is used together with a safety index. Count uses positive () and negative () registrations to keep track of safety observations during a safety inspection. When using count, different percentiles can be set. These determine the status of the safety inspection.

In the example below, if there are 80% or more positive observations, the category will be marked with a green color. If there are between 70% and 80%, a yellow color, and less than 70% a red color.

These appear on the weekly report, that can be exported from Dalux.

If clicking the red thumbs-down, while doing a safety inspection, Dalux will automatically pop up a safety issue window.

Red/green/yellow

When the type red/green/yellow is used, each safety category can be marked as green/yellow/red.

If a category is marked as yellow or red, Dalux will automatically pop up a safety issue window. 

Red/green/not applicable

When the type red/green/not applicable is used, each safety category can be marked as green/red/not applicable.

If a category is marked as red, Dalux will automatically pop up a safety issue window.

 

An overview of all safety inspections can be seen from the Safety inspection submenu point:

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How to set up safety issues

Safety issues are a task type that can be created on their own or as part of the safety inspection.

 A safety workflow is needed before safety issues can be sent (see next section).

To set up safety Issues, go to Settings Field 'Safety issue'. This opens the safety issue template.

The template can be customized, by dragging the data fields from the right side of the window.

The severity, safety category, and safety subcategory fields cannot be removed, but whether they are required or not can be set, by clicking the -icon. It is also possible to customize the severity levels.

Remember to click 'Save' when done editing.

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An overview of the safety issues can be found in the Safety issue subsection. From here you can view all of the safety issues, change their status, assign them, and more:

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How to set up good practice

Safety managers can acknowledge positive safety measures and precautions as a Good practice. These can be created individually, or from safety observations.

A good practice is visible to all users of the project.

To set up good practice, go to Settings Field 'Good practice'.

This opens the good practice template. You can customize if certain data fields should be required or not, and you can add help text or help documents.

How to set up safety workflows

To be able to create safety Issues, you must first set up safety workflow(s) in the work packages on the project. To learn more about work packages, you can read this article: Work Packages and workflows.

 User rights

You have to be a project or Field administrator to perform this action.

To create a safety workflow, go to:

Settings Field Work packages.

Click the -icon next to the work package name, and then 'Add workflow'.

In the pop-up window, select Safety workflow. If needed the workflow can be renamed.

Click 'Create' when done.

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Safety workflows automatically add the 'Safety manager' user group, but other users need to be manually added. Open the workflow by clicking on it. Then click Add users and add the relevant user group.

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With this setup, the safety managers can create and send safety issues to specific user groups.

Repeat the process for each work package that needs a safety workflow.

How to set up the safety managers user group

Safety managers are in charge of the safety features. They are automatically assigned to safety workflows. They can change users and roles in the safety workflows. They cannot edit the safety templates. They automatically receive safety observations.

To add people to the safety managers group, go to:

Settings Users Field 'Safety managers'.

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From the pop-up window, the users in the safety managers group can be managed. Users can be added by clicking Add.

 Read more

To learn more about using the safety feature, you can read this article: How to use Safety.

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