Methods and systems for providing and receiving information for risk management in the field.

Abstract

A method and system were configured to: select a task to be performed by a person in possession of a portable device; download information related to the task to a portable device, including information such as authorizations requested for the task, plans for implementing the task, risks associated with the task, and equipment used in relation to the task; display corresponding cues for each piece of information selected; receive a selection of one of the cues; display at least part of the downloaded information according to the received selection; receive input to the portable device relevant to the use of the displayed information in relation to the person's task performance; and load the input, where a record of the use of the displayed information in relation to the person's task performance can be stored.

Description

1 / 57 “METHODS AND SYSTEMS FOR PROVIDING AND RECEIVING INFORMATION FOR RISK MANAGEMENT IN THE FIELD” FIELD OF THE INVENTION

[0001] This refers to methods and systems for providing and receiving information for risk management in the field, and, more particularly, methods and systems for accessing permits, plans, risk assessments, meeting minutes, alerts, hazard and incident reports and equipment information, self-population documents including through the use of searchable, selectable and expandable lists of method steps, tasks, risks and controls and for receiving notifications based on the user's specific location, activity and authority, as well as changes in each of these. FUNDAMENTALS

[0002] Current field risk management practices include a large number of regulations, codes, and standards relating to employee health and safety, environmental protection, and quality management. Every company must comply with all requirements – but compliance is particularly difficult when employees are involved in activities that: A) They are remote from an office or desk (front-line or field employees) B) occur in multiple locations or in locations that change daily (e.g., plumbers, electricians, mobile technicians, mobile health care services); C) involve building construction, mining, civil engineering, or any other 'high-risk' tasks.

[0003] In summary, compliance generally requires frontline employees to: 1. Complete a checklist of security checks and implement prescribed controls before performing specific tasks. 2. Conduct a 'risk assessment' before undertaking any work. In its simplest form, a risk assessment involves: A) Identify all hazards for each stage of the work; B) Choose controls for each hazard; C) determine (through a 'qualitative' assessment) the level of risk Petition 870200141284, dated 09 / 11 / 2020, page 7 / 71 2 / 57 'residual'; D) only proceed with the work if: i) the residual risk is appropriate and ii) all controls have been implemented.

[0004] The vast majority of these checklists and risk assessments are paper-based – and the volume of paperwork generated is very large. As an example, a summary list of the forms that frontline employees fill out daily is provided below: A) Pre-startup of Equipment for Vehicles, Trucks, Equipment and Capital Plant: A checklist of approximately 30 maintenance checks that must be completed before an employee operates a piece of equipment. B) Job Safety Assessment (JSA): A detailed risk assessment of all stages in a project or job. The JSA is written for each job and reviewed at least daily. A basic JSA takes up to 60 minutes to develop and up to 20 minutes to review. Each employee involved in the job must review and sign the JSA before starting work each day. C) Take 5 Assessment: A check of approximately 30 hazards before an employee begins a specific task. D) Minutes of meetings for Daily and / or Weekly Risk Management Meetings E) Hazard and incident reports for new / uncontrolled hazards and for incidents F) Permissions: A detailed list of prescribed security checks and controls should be put in place before specific activities are performed. For example, permissions are usually required before employees can: i) To appear at any location to perform any work; ii) Penetrate any surface (e.g., walls); iii) Excavating (manually or mechanically); iv) Entering a confined space; (v) Working at heights (defined as a risk of falling from one floor to another - which may be less than a foot); Petition 870200141284, dated 09 / 11 / 2020, page 8 / 71 3 / 57 vi) Perform electrical work vii) Perform hot work; viii) Clean away any flora; ix) Perform a high-pressure water blasting operation; x) Use a concrete cutting saw.

[0005] Naturally, frontline employees have a natural aversion to paperwork, especially when they have performed the same task or job hundreds of times. The main flaws of paperwork are: A) Frontline employees strive to remember all the risks and controls applicable to each task. B) It's very similar to asking frontline workers to 'write lines' every day. C) Frontline employees don't respect paperwork - therefore, they arbitrarily handle it. D) It is extremely ineffective. For example: i) The data from the completed paperwork must be manually entered by the administrative team into central systems (e.g., asset management systems, training systems, site hours logs, fuel consumption, etc.). ii) Because frontline employees may arbitrate the paperwork, security investigators must go to the front line to verify the paperwork.

[0006] Any references to documents made in this descriptive report are not intended to be an admission that the information contained in those documents forms part of the common general knowledge known to an individual skilled in the field of the invention, except where explicitly stated otherwise.

[0007] Throughout this descriptive report and the claims, except where the context requires otherwise, the word “include” or variations such as “comprising” or “comprising” will be understood as implying the inclusion of a stated integer or group of integers, but not the exclusion of any other integer or group of integers. SUMMARY OF THE INVENTION Petition 870200141284, dated 09 / 11 / 2020, p. 9 / 71 4 / 57

[0008] Methods and systems are disclosed for providing and receiving information for risk management in the field, and, more particularly, methods and systems for accessing permissions, plans, risk assessments, meeting minutes, alerts, hazard and incident reports, and equipment information, including self-population documents through the use of searchable, selectable, and expandable lists of method steps, tasks, risks, and controls, and for transmitting data and receiving notifications based on the user's specific location, activity, authority, as well as changes in each of these. The disclosed risk management systems and methods provide tools to support and engage frontline employees in the risk management process and encourage them to complete risk management tasks appropriately.

[0009] One modality of the systems and methods revealed provides: 1. The ability for frontline employees to complete their risk management documents via a portable computing device, such as an iPhone / iPad / Android. This includes: Equipment Pre-Departure Checklists, Job Safety Assessments (JSAs), Take 5s, Permits, Meeting Minutes, Hazard and Incident Reports, etc. 2. Access and review of: a) Personal qualifications; b) Material Safety Data Sheets (commonly MSDS or SDS); c) Diaries; d) Equipment Risk Assessments, Records and Manuals; (e) Work Plans, Specifications, Method Statements, Notes, Photos, etc.; f) Company Procedures; and g) Company and Job-Specific Risk Alerts. 3. The tools engage frontline employees: a) Encouraging them to consider employer-specific and / or job-specific Method Step, Task, Risk, and Control Lists populated and managed by a supervisory team. They also have the ability to add any item to each of the Lists, with these additions being... Petition 870200141284, dated 09 / 11 / 2020, page 10 / 71 5 / 57 automatically reported to the supervisory team. b) Enabling them to search for and select any relevant and appropriate Method Steps, Tasks, Risks, and Controls; c) Assessing residual risks; d) Providing a 'score' for each upload; and: i) Maintaining a record of employee scores that may be linked to performance and compensation reviews; ii) Creating a company-level leadership table. (e) Offering security competitions and online forums for risk improvement ideas. 4. Improvements in the timeliness and accuracy of risk information: a) Tracking the time and location of each access / upload using GPS. b) Preventing frontline employees from starting a task before controls are applied (e.g., the Pre-Start timestamp must precede the timestamp of the equipment movement or time recorded on the equipment) c) By cross-referencing GPS and timestamping data with incident investigations, compliance audits, customer invoices, etc. 5. The ability to create a real-time frontline risk management data database, including security changes that take into account various factors. 6. Allows the supervisory team to complete statistical and other analyses on the data to identify patterns and 'key indicators' of risk incidents.

[0010] According to a first aspect of the present invention, a method is disclosed for providing risk management information in a mobile computing device including a processor, memory, a network interface and a touch screen, wherein the method comprises: to receive at a work site, on the processor through the network interface, first information that identifies permissions, second information that identifies plans, third information that identifies Petition 870200141284, dated 09 / 11 / 2020, page 11 / 71 6 / 57 risk assessments and fourth pieces of information that identify equipment; Display on the touchscreen the following information: first, identifying permissions; second, identifying plans; third, identifying risk assessments; and fourth, identifying equipment. To provide access to data regarding permissions, plans, risk assessments, and equipment, respectively, with a touch on the proximal touchscreen to display first information identifying permissions, second information identifying plans, third information identifying risk assessments, and fourth information identifying equipment; Upon receiving a touch input near the third displayed piece of information identifying risk assessments, display one or more fifth pieces of information identifying occupational safety assessment identifiers; and upon receiving a touch signal on the touchscreen near one or more fifth displayed pieces of information identifying occupational safety assessment identifiers, provide access to data relating to permits, plans and associated equipment in relation to a particular occupational safety assessment identifier.

[0011] Methods and systems for providing risk management information performed on a mobile computing device including a processor, memory, network interface and touch screen are also disclosed, wherein the method comprises: Display an icon indicating information that identifies a process period; Upon receiving a touch signal on the touchscreen adjacent to the displayed icon, receive and display on the touchscreen one or more pieces of information that identify registration queries; Upon receiving a touch signal near one or more displayed pieces of information that identify registration queries, transmit one or more data points related to the received touch signal to a remote server; whereby the remote server provides processing to auto-populate one or more data points relating to the received touch signal near Petition 870200141284, dated 09 / 11 / 2020, page 12 / 71 7 / 57 one or more displayed pieces of information that identify record queries in a document having a record form; and store the document having a record form.

[0012] Methods and systems for risk management performed on a mobile computing device that includes a processor, memory, a network interface, and a touch screen are also disclosed, including: To receive, in the processor via the network interface, information that identifies permissions; To display on the touch screen information that identifies permissions; to receive a touch signal near the displayed information that identifies permissions; upon receiving a touch signal on the touch screen near the information that identifies permissions, to receive and display on the display screen one or more pieces of information that identify specific permissions, wherein the information that identifies specific permissions includes indications of whether the permission is in effect or whether the permission has expired.

[0013] The methods and systems disclosed may also include GPS tracking and may include: In a remote location, track the computer's location using GPS; In the remote location, process whether permissions related to work on the computer's location have expired; If permissions related to the computer's location have expired, transmit a notification about this for delivery to the computer.

[0014] According to another aspect of the invention, a method is disclosed comprising: select a task to be performed by a person in possession of the portable device; download job-related information to the portable device, including required job permissions, job implementation plans, job-related risks, and equipment used in connection with the job; to display a corresponding clue for selecting each one from: the information regarding the permissions required for the job, the information Petition 870200141284, dated 09 / 11 / 2020, page 13 / 71 8 / 57 relating to plans for implementing the work, information regarding the risks associated with the work, and information regarding the equipment used in relation to the work; to receive a selection of one of the clues; Display at least a portion of the downloaded information according to the selection received; to receive an input from the portable device relevant to the use of the displayed information in relation to the person's work performance; To upload the entry, a record of the displayed information regarding the person's work performance can be stored.

[0015] According to another aspect of the invention, a portable device is disclosed comprising a processor configured to perform: selecting a task to be performed by a person in possession of the portable device; transferring job-related information to the portable device via download, including required job permissions, job implementation plans, job-related risks, and equipment used in connection with the job; Display a corresponding indicator for selecting each of the following: information regarding the permits required for the job, information regarding the plans for implementing the job, information regarding the risks associated with the job, information regarding the equipment used in connection with the job; to receive a selection of one of the clues; Display at least a portion of the downloaded information according to the selection received; to receive an input from the portable device relevant to the use of the displayed information in relation to the person's work performance; To upload the entry, a record of the displayed information regarding the person's work performance can be stored.

[0016] In one modality, job selection comprises selecting a job type. The job type pre-selects the information to be downloaded according to the job type of Petition 870200141284, dated 09 / 11 / 2020, p. 14 / 71 9 / 57 a library of available information.

[0017] In one embodiment, the information comprises information from a form that must be completed when a job of the job type needs to be performed and the input consists of information to be filled in on the form when the job of the job type is about to be performed or has been completed.

[0018] In one embodiment, the information comprises one or more checks that can be performed by the portable device in order to indicate to the user whether or not they are permitted to perform the work according to the input received in relation to the displayed information. In this way, the person is not permitted to perform the work until, for example, all security checks have been performed for that particular work and have been cut off from the security checks by the input on the device. Additionally, uploading the input allows for compliance monitoring.

[0019] According to another aspect of the invention, a system is disclosed comprising a processor configured to: select a task to be performed by a person in possession of a portable device; download job-related information to the portable device, including required job permits, job implementation plans, job-related risks, and equipment used in connection with the job; Display a corresponding indicator for selecting each of the following: information regarding the permits required for the job, information regarding the plans for implementing the job, information regarding the risks associated with the job, information regarding the equipment used in connection with the job; to receive a selection of one of the clues; Display at least a portion of the downloaded information according to the selection received; to receive an input from the portable device relevant to the use of the displayed information in relation to the person's work performance; to upload the entry, through which a record of the use of the displayed information regarding the person's work performance is kept. Petition 870200141284, dated 09 / 11 / 2020, page 15 / 71 10 / 57 capable of being stored.

[0020] In one embodiment, the processor is also configured to: provide the user with one or more actions to choose from; receive a selection of one of the actions; To transmit the selection; where transmitting the selection initiates the action and blocks the selection of one or more actions related to the selected action by other users until the selected action is completed.

[0021] In one embodiment, the processor is also configured to: to provide the user with one or more actions that are ordinarily available for selection; Receive a blocking communication from a remote system when a related action is initiated; Block the selection of at least one of the actions until the related action is completed; Receive an unlock notification indicating that the related action is complete, and then allow the selection of one of the actions.

[0022] In one embodiment, the processor is also configured to: To prevent the uploaded input from being modified unless the user has a role that allows modification to the uploaded input.

[0023] In one embodiment, the processor is also configured to: To allow changes to be made to the uploaded entry and for the modified uploaded entry to be submitted when the user has a role that allows changes to the uploaded entry; To prevent changes from being made to the uploaded input when the user has a role that does not allow changes to be made to the uploaded input.

[0024] In one embodiment, the processor is also configured to: receive expected responses from a data repository that Petition 870200141284, dated 09 / 11 / 2020, p. 16 / 71 11 / 57 indicate safe working conditions; verify that each input received represents a response from the user that matches the expected response received; They indicate that working conditions are unsafe if one or more verified responses do not match the expected responses.

[0025] In one embodiment, the system comprises a hierarchically structured job database, and within each job there are fields relating to an organizational structure for job performance and a task structure for job performance. In one embodiment, the organizational structure comprises one or more of the following: information on procedures, risk limits, teams, chemicals, equipment, and lists. In one embodiment, the lists comprise one or more of the following: method steps, tasks, risks, and controls. In one embodiment, the job structure comprises one or more of the following: job details, client details, job functions, plans / specifications, and risk alerts.

[0026] In one embodiment, the database also includes communication records. In one embodiment, communications also include one or more of the following: meetings, reports, completed forms, and alerts. In one embodiment, completed forms include one or more of the following: permissions, plans, equipment, and risk assessments.

[0027] In one embodiment, the database also includes permissions for actors to create, edit, and access the database. In one embodiment, permissions are adjusted according to whether the actor is a supervisory employee, a project manager, a site supervisor, or a field team member. In one embodiment, some permissions are adjusted according to whether the actor is a permission issuer, a permission holder, a field operator working in relation to the permission, or a supervisory employee, a project manager, or a site supervisor.

[0028] In one embodiment, the database also comprises: one or more actions for the user to select after the information has been uploaded; a record of whether each action related to selectable actions is Petition 870200141284, dated 09 / 11 / 2020, page 17 / 71 12 / 57 pending; where the database is configured to transmit to the portable device a hold for the action when the related action is pending, or permission to select the action when the related action is completed.

[0029] In one version, the database also includes: A record indicating whether the uploaded entry should be prevented from being changed unless the user has a role that allows changes to the uploaded entry.

[0030] In one embodiment, the database also comprises: expected responses indicating safe working conditions; wherein the portable device can verify that each input received represents a response received from the user that corresponds to the respective expected response received in order to indicate that working conditions are unsafe if one or more verified responses do not correspond to the expected responses.

[0031] In one embodiment, the field team accesses the present invention through a mobile application. In one embodiment, site supervisors access the present invention through a mobile application. In one embodiment, project managers access the present invention through a mobile application and / or a personal computer. In one embodiment, the supervisory team accesses the present invention through a mobile application and / or a personal computer.

[0032] In one modality, project managers are allowed to define and allocate plans to meet work requirements. In one modality, all stakeholders are able to view the plan.

[0033] In one embodiment, specific actors (with appropriate qualifications) are permitted to create permits and authorize field staff to perform work under a permit. In one embodiment, specific actors are permitted to allocate a permit holder who is qualified to hold a permit and will be responsible for satisfying the permit's conditions. In one embodiment, a project manager and a site supervisor are permitted to view an issued permit in relation to the work they are responsible for. In one embodiment, Petition 870200141284, dated 09 / 11 / 2020, page 18 / 71 13 / 57 Specific actors can share a permission with another qualified permission issuer. In one mode, the permission holder has permission to view and accept a permission allocated to them. In one mode, the field team has permission to view and accept a job under the permission. In one mode, the permission holder has permission to transfer a permission to another qualified permission holder if the transfer is accepted. In one mode, the permission holder has permission to add another team to perform a job under the permission.

[0034] In one mode, site supervisors and project managers are allowed to create Job Safety Assessments (JSAs). In another mode, the field team is allowed to access or suggest a change to a JSA.

[0035] In one mode, all actors are allowed to complete a pre-departure checklist. In one mode, the checklist is prescribed. In one mode, site supervisors and project managers can view all completed pre-departure checklists.

[0036] In one mode, where a pre-departure checklist is not successfully completed, the system is configured to create an alert regarding the failed checklist.

[0037] In one mode, the field team is allowed to create a rapid risk assessment. In another mode, site supervisors and project managers can view all completed rapid risk assessments.

[0038] In one mode, where a quick risk assessment is not successfully completed, the system is configured to create an alert regarding the failed quick risk assessment.

[0039] In one mode, the supervisory team is allowed to create a record. In another mode, other actors are allowed to view the record.

[0040] In one mode, the supervisory team and project managers are allowed to create an alert for all actors in a job.

[0041] In one modality, the field team is allowed to Petition 870200141284, dated 09 / 11 / 2020, page 19 / 71 14 / 57 create a hazard report or an incident report. In either mode, users are allowed to access the report.

[0042] In one embodiment, the system is configured to display four main icons on a mobile device for selection on a home screen, where the icons represent permissions, plans, equipment, or risk assessments, respectively. In one embodiment, the visualization of information and the entry of information related to one of these is hierarchically displayed or received. In one embodiment, menu options under these headings are presented, with a sequential progression from one screen to the next to fill out one or more forms relating to these types of information.

[0043] In one mode, the system is configured to provide a communications icon on the home screen that allows access to communication tools. In one mode, the communications icon also represents when a communication is requiring the actor's attention.

[0044] In one embodiment, the mobile device is configured to synchronize data with the system database when network communication is restored after network communication is interrupted.

[0045] In one embodiment, the mobile device is configured with searchable and expandable lists of information.

[0046] In one embodiment, the system is configured to record entered data and then match form completion to the start and completion of tasks to ensure compliance with security protocols. In one embodiment, the records comprise timestamps. In one embodiment, the records comprise location recording. In one embodiment, the records may comprise other input, such as a barcode scanner or a supporting field device scanner.

[0047] In one mode, the system is configured to test a validity period of one or more permissions or plans or other requirements, and create an alert if the current time is not within the validity period.

[0048] In one mode, the system is configured to test the applicability of a valid location from one or more of a permission or Petition 870200141284, dated 09 / 11 / 2020, page 20 / 71 15 / 57 plan or other requirement, and create an alert if the current location is not within the valid location when an action is initiated requiring the respective permission, plan, or other requirement.

[0049] In one embodiment, the system is configured to check the requirements for issuing a permit against the records of the actor intending to issue the permit and the records of the actors to whom the permit is intended to be issued, and in the event that the requirements are not met, it issues an alert that the requirements are not met. In another embodiment, the system is configured so that if the permit requirements are not met, then the permit cannot be issued.

[0050] In one embodiment, the system is configured to create a JSA by receiving a selection of method steps in the activity to which the JSA is being created, receiving a selection of risks applicable to the selected method steps, receiving a selection of controls to mitigate the selected risks; receiving a selection of a risk classification for each of the selected risks; receiving a selection of one or more teams to which the JSA is applicable.

[0051] In one mode, method steps can be selected from a predefined list of method steps. In one mode, risks can be selected from a predefined list of risks. In one mode, controls can be selected from a predefined list of controls. In one mode, risk classifications can be selected from a predefined risk classification matrix. In one mode, the team can be selected from a predefined list of the team assigned to the work for which the JSA is being created.

[0052] In one mode, a message is sent to each of the selected teams to request acceptance from the JSA.

[0053] In one embodiment, the system is configured to create a risk assessment by receiving a selection of a task to be performed; receiving a selection of possible risks that may be applicable to the selected tasks; receiving a selection of controls to mitigate the selected possible risks.

[0054] In one mode, the task can be selected from a predefined list of tasks. In one mode, the potential risks can Petition 870200141284, dated 09 / 11 / 2020, page 21 / 71 16 / 57 can be selected from a predefined list of possible risks. In one modality, controls can be selected from a predefined list of controls.

[0055] In one embodiment, the system is configured to display information about checks to be performed before the use of a piece of equipment (pre-startup); provide a checkbox for each part of the equipment item to be checked; receive a selection when the part is checked; and display a message that the item is unable to be used until the checklist is successfully completed. In one embodiment, if an item on the checklist is selected as a pre-startup check failure, the system is configured to create an alert. In one embodiment, the piece of equipment may be flagged in the database as out of service until it is repaired or replaced.

[0056] In one embodiment, pre-departure comprises identifying the equipment item, for example, by a barcode scanner, entry of a serial number or by other means.

[0057] In one embodiment, the system is configured to display information relating to the piece of equipment or part to be inspected, or how to inspect the part.

[0058] In one embodiment, assignment to a job can trigger the creation of a geofence by collecting information from the database about which actor is carrying the mobile device and whether they should not leave or enter; and the mobile device checks the location in relation to the geofence and creates an alert when the geofence is breached.

[0059] According to another aspect of the invention, a system is disclosed comprising: a communication channel to a portable device; a processor configured to receive a selection of a job to be performed by a person in possession of the portable device; where the processor is configured to retrieve and send to the portable device information related to the selected job, where the information includes permissions required for the job, plans for implementing the job, risks associated with the job, and equipment used in connection with the job; given that the information is suitable for display by Petition 870200141284, dated 09 / 11 / 2020, page 22 / 71 17 / 57 portable device; where the communication channel is configured to receive from the portable device an input received by the portable device relevant to the use of the displayed information in relation to the person's work performance; A storage system to keep a record of the information displayed regarding a person's job performance.

[0060] According to another aspect of the invention, a method is disclosed for providing a document to a user of a mobile computing device, comprising: identify a mobile device user; to receive one or more jobs that the user is allocated from a data repository; Select a work from among the works received; Receive a role from the identified user in relation to the selected job from the data repository; Select a document type; Restore a template of the selected document type from the data repository according to the selected job and the selected document type; Display the template document to the user; provide the user with one or more actions to choose from; receive a selection of one of the actions; To transmit the selection; where transmitting the selection initiates the selected action and blocks the selection of one or more actions related to the selected action by other users until the selected action is completed.

[0061] According to another aspect of the invention, a method is disclosed for providing a document to a user of a mobile computing device, comprising: identify a mobile device user; to receive one or more jobs that the user is allocated from a data repository; Select a work from among the works received; to receive a function from the identified user in relation to the work. Petition 870200141284, dated 09 / 11 / 2020, page 23 / 71 18 / 57 selected from the data repository; Select a document type; Restore a completed document of the selected document type from the data repository according to the selected job and the selected document type; Display the document to the user; to provide the user with one or more actions that are ordinarily available for selection; Receive a blocking communication from a remote system when a related action is initiated; Block the selection of at least one of the actions until the related action is completed; Receive an unlock notification indicating that the related action is complete, and then allow the selection of one of the actions.

[0062] According to another aspect of the invention, a method is disclosed for providing a document to a user of a mobile computing device, comprising: identify a mobile device user; to receive one or more jobs that the user is allocated from a data repository; Select a work from among the works received; Receive a role from the identified user in relation to the selected job from the data repository; Select a document type; Restore a template of the selected document type from the data repository according to the selected job and the selected document type; Display the template document to the user; Submit the document; Do not allow changes to the document unless the user has a role that allows changes to the document.

[0063] According to another aspect of the invention, a method is disclosed for providing a document to a user of a mobile computing device, comprising: Petition 870200141284, dated 09 / 11 / 2020, page 24 / 71 19 / 57 identify a mobile device user; to receive one or more jobs that the user is allocated from a data repository; Select a work from among the works received; Receive a role from the identified user in relation to the selected job from the data repository; Select a document type; Restore a completed document from the data repository according to the selected job and the selected document type; Display the completed document to the user; To allow changes to be made to the document and for the modified document to be submitted when the user has received the role that allows changes to the document; Disable changes to be made to the document when the user has an assigned role that prevents changes from being made to the document.

[0064] According to another aspect of the invention, a method is disclosed for providing a document to a user of a mobile computing device, comprising: identify a mobile device user; to receive one or more jobs that the user is allocated from a data repository; Select a work from among the works received; Receive a role from the identified user in relation to the selected job from the data repository; Select a document type; Restore a template of the selected document type from the data repository according to the selected job and the selected document type; Display the template document to the user; receive one or more entries from the user to answer questions in the document; to receive expected responses from the data repository that indicate safe working conditions; Petition 870200141284, dated 09 / 11 / 2020, p. 25 / 71 20 / 57 verify that each response received from the user matches the expected response received; To indicate that working conditions are unsafe if one or more of the verified responses do not match the expected responses.

[0065] In one modality, the method also includes submitting the completed document.

[0066] In one embodiment, the method also includes avoiding changes to responses unless the document is submitted or confirmation is provided that the previous response was an error or that conditions have changed. DESCRIPTION OF THE DRAWINGS

[0067] In order to provide a better understanding, embodiments of the present invention will be described, by way of example only, with reference to the accompanying drawings, in which: Figure 1 is a flowchart that describes one version of the home screen and illustrates where four different functions originate in the systems and methods; Figures 2 through 13 are flowcharts that describe modalities of the systems and methods revealed; Figure 14 describes one modality of document flow between actors; Figures 15 to 56 depict screenshots of main pages as shown, for example, in Figure 1, permission pages, evaluation pages, and equipment pages; Figure 57 is a schematic block diagram of a system according to an embodiment of the present invention; Figure 58 is a schematic block diagram of a portable device according to an embodiment of the present invention; Figure 59 is a relational diagram of a database according to an embodiment of the present invention; Figure 60 is a flowchart that describes one aspect of the operational flow; Figure 61 is a flowchart that describes one modality of the long-term permissions flow; Petition 870200141284, dated 09 / 11 / 2020, page 26 / 71 21 / 57 Figure 62 is a flowchart that describes one modality of the short-term permissions flow; Figure 63 is a flowchart that describes one mode of the occupational safety analysis flow; Figure 64 is a flowchart that describes one embodiment of the action block flow; and Figures 65 to 200 depict flowcharts and screenshots of alternative flows of other embodiments of the present invention. DETAILED DESCRIPTION

[0068] Instant disclosure is provided to favorably explain the best ways to produce and use the various embodiments according to the present invention. Disclosure is further offered to enhance an understanding and appreciation of the principles of the invention and its advantages, rather than limiting the invention in any way. Although preferred embodiments of the invention are illustrated and disclosed herein, it is clear that the invention is not limited. Various modifications, alterations, variations, substitutions, and equivalents will occur to individuals skilled in the art having the benefit of this disclosure without departing from the scope and scope of the present invention as defined by the following claims.

[0069] It is understood that the use of relational terms, if any, such as first and second, above and below, and the like, serves exclusively to distinguish one entity or action from another without necessarily requiring or implying any real relationship or order between those entities or actions.

[0070] Much of the inventive functionality and inventive principles are best implemented with, or in, software programs or instructions and integrated circuits (ICs) such as application-specific ICs. In an effort to be brief and minimize any risk of obscuring the principles and concepts according to the present invention, the discussion of such software and ICs, if any, is limited to the fundamentals in relation to the principles and concepts in the preferred embodiments.

[0071] Methods and systems for providing and receiving information for risk management in the field are disclosed, and, more particularly, methods and systems for accessing permits, plans, risk assessments and Petition 870200141284, dated 09 / 11 / 2020, page 27 / 71 22 / 57 equipment information, self-population documents, and to transmit data and receive notifications based on permission availability and location. As discussed earlier, the systems and methods disclosed enable a field-based team to manage the risks associated with their work. Compliance monitoring is improved (e.g., through GPS and time tracking activities).

[0072] Other tools for field operators are provided by general structure and navigation methods that provide: a) Selection and effective implementation of risk controls; and b) The timely and efficient completion of risk documentation, for example, by automatically populating records.

[0073] The navigation structures and systems and methods disclosed below include processes for navigation, auto-population, alerts for permissions and plan status, visual pre-departure equipment alerts, database exploration, real-time automatic alerts, heavy equipment usage checks, automatic equipment marking reminders, and paint color replacement.

[0074] Each document that requires an action (e.g., contract or agreement) will have an action button that allows the user to perform the action. The action to be performed is adapted according to the document's status and the user's role in relation to the document and the work. When triggered, a copy of the document prior to the triggering is saved, and a new document is created. A document can be locked while another requirement is pending. For example, if a permission is in the process of being transferred from one holder to another, a field team will not be able to accept the permission or terminate the permission.

[0075] The definitions of terms used are provided with integrated references. For example, a risk can be selected and the definition and other related information will be explained.

[0076] In one embodiment, the tools of the present invention are provided through an application operating on a mobile computing device, such as a smartphone. A smartphone is known to be a mobile computing device that has a processor, memory, and a display screen that is also an input device in the form of a screen. Petition 870200141284, dated 09 / 11 / 2020, page 28 / 71 23 / 57 touch-sensitive and a network communication device. Typically, the smartphone is loaded with a computer program stored in memory, which when executed by the processor forms the application. In other words, the computer program comprises instructions to control the processor to configure the mobile device as a system according to one aspect of the invention. When the instructions of the computer program are executed, the mobile device performs a method according to another aspect of the invention.

[0077] It will be evaluated that the invention can be implemented in a number of ways. One way to implement the invention is according to the embodiments described below.

[0078] In one embodiment, an aspect of the tools is provided on a more generic computing device, such as, without limitation, a laptop or desktop personal computer. The term personal computer is not intended to be limiting as it can be implemented on a portable computing device, although when used in an office environment, size, weight, and portability are more generally less restrictive. Some aspects of the present invention need not be implemented in the field, as will be explained in greater detail below. This implementation can be provided by software installed on the personal computer, or it can be implemented by software in a remote location that is accessible from the personal computer, such as through a browser installed on the personal computer. This implementation is commonly referred to as a software-as-a-service model or software in the “cloud”.

[0079] Referring to Figure 57, a system 1000 is shown according to an embodiment of the present invention, wherein the system 1000 comprises a processor 1002, a database 1004, a memory / storage 1008, a network interface 1010 connected to a computer network 1012 (such as the Internet). The network 1012 comprises a mobile phone network 1014 (or other wireless network) that connects to a plurality of portable computing devices 1020, 1022 and 1024. The network 1012 also connects to a personal computer 1030.

[0080] A mobile user application interface 1040 and a back-end user application 1042 are running on processor 1002. The interface of Petition 870200141284, dated 09 / 11 / 2020, page 29 / 71 The 24 / 57 mobile user application 1040 interfaces with portable devices 1020, 1022, and 1024 via communication channel 1052 through network interface 1010, network 1012, and 1014. The communication channel includes communication 1054 on the mobile network 1014 and remotely via communication 1056 between a base station and mobile devices 1020, 1022, and 1024. The back-end user application 1042 has a communication channel 1050 to the personal computer 1030 through network 1012.

[0081] The personal computer 1030 provides external team access to the present invention. While the mobile user application interface 1040 provides internal users of personal devices 1020, 1022 and 1024 access to the present invention. The mobile user application 1040 has the ability to interact with, and exchange information with, the backend user application 1042 via the communication channel 1056.

[0082] Referring to Figure 58, each personal computing device 1020, 1022 and 1024 comprises components 1100. These components 1100 comprise a processor 1102, memory / storage 1104, network interface 1106, a screen 1110 and a touch input 1108 which is typically a touch screen that combines elements 1108 and 1110.

[0083] A mobile user application 1120 runs on processor 1102, communicating via network interface 1106 and antenna 1112 with the mobile phone network via wireless communication 1134. As an alternative to the mobile phone network, a Wi-Fi network or other wireless network may be used. The mobile user application interface 1040 has the ability to communicate with the mobile user application 1120 via communication channel 1130. The mobile user application 1120 has the ability to store data via communication channel 1132.

[0084] In one embodiment, the database 1004 is structured as shown in Figure 59 and is in the form of the work library 1210. The work library 1210 comprises an organizational database 1212 and a work database 1214. The organizational database 1212 comprises information on procedures 1220, risk limits 1222, staff 1224, chemicals 1226, and equipment 1228. It also includes lists 1230 such as steps, tasks, Petition 870200141284, dated 09 / 11 / 2020, page 30 / 71 25 / 57 risks and method controls. The work database 1214 comprises professional details 1240, client details 1242, job functions 1244, plans / specifications 1246, and risk alerts 1248. The work library 1210 also includes stored communications 1270 which include meetings and reports, and completed documentation 1280 including permits, plans, equipment, and risk assessments. The work library 1210 has the capability to be viewed by performing a query 1260 to view the work library by actors, including project managers, on-site supervisors, and field operators.

[0085] Referring to Figure 14, the present invention facilitates the indication of risk assessments by actors using the present invention; these actors include supervisory team 1302, project managers 1304, site supervisors 1306, and field operators 1308. The supervisory team is generally located at the company headquarters. Figure 14 shows a scheme 1300 through which these actors can communicate information and provide risk assessments. The scheme 1300 is provided in the context of a job that these actors have been assigned to. For this job, the following will be allocated: one or more supervisory teams 1302, one or more project managers 1304, one or more site supervisors 1306, and one or more field operators 1308.

[0086] Project managers 1304 can use any one personal computer 1030 or one of the portable devices 1020, 1022, or 1024 to define and allocate plans 1320 to meet work requirements. For a known type of work, the plans can be relatively consistent across each of these work types, although they can be adapted according to specific work requirements. Similarly, a plan can be individually crafted according to work requirements. When specified, plans are loaded into the database 1004 for that particular work and are accessible to all actors assigned to that work.

[0087] The 1302 supervision team can specify which site supervisors are authorized to issue which permissions. Site supervisors who are authorized can create 1340 permissions. Some permissions will require acceptance by a project manager or a specific permission issuer. When a permission change occurs Petition 870200141284, dated 09 / 11 / 2020, page 31 / 71 26 / 57 1340, the project manager 1304 must be alerted. Permissions can be shared between site supervisors 1306. Some permissions 1340 need to be updated (closed) at the end of the work, such as a permission to work. Some permissions 1340 were updated when conditions changed. Permissions 1340 can be shared with project managers 1304, site supervisors 1306, and field operators 1308, and subsequently, project managers 1304, site supervisors 1306, and field operators 1308 need to accept the permission. In general, permissions can be Long-Term Permissions or Short-Term Permissions, which will be described later.

[0088] Site supervisors 1306 can also create Job Safety Assessments (JSAs) 1330. Typically, the JSA 1330 needs to be accepted by everyone working at the job site and, in particular, field operators 1308. A JSA 1330 can be updated, including by adding risks observed at the job site. When a JSA 1330 is updated, the entire team must be automatically notified of the update. The project manager 1304 is also alerted to any changes in the JSA 1330.

[0089] Project manager 1304 can perform all operations that a site supervisor 1306 can perform.

[0090] Field operators 1308 can create a pre-departure checklist 1334. Field operators 1308 can only access their own pre-departures 1334, allowing them to be tailored to the individual. Site supervisor 1306 and project manager 1304 can access all pre-departures 1334 for a specific job. For high-risk tasks, when something is not right according to the checklist provided in the pre-check, another team on site can be automatically alerted to the problem.

[0091] 1308 field operators can also conduct their own quick risk assessment, referred to as Take 5. A “Take 5” typically involves: 1) stopping to look and listen to observe the work area and focus on any potential problems or hazards; 2) reviewing the task to be performed; 3) identifying the hazards; 4) managing the hazards; 5) performing the work and evaluating the work and work area once completed. The 1308 field operator can access their own Take 5, but other 1308 field operators can too. Petition 870200141284, dated 09 / 11 / 2020, pp. 32 / 71 27 / 57 are unable to access other people's Take 5s. Site supervisor 1306 and project manager 1304 can access all Take 5s for a specific job.

[0092] A site supervisor 1306 can perform all the functions of field operators 1308.

[0093] Supervisory team 1302 can create a record 1324. Record 1324 is uploaded from personal computer 1030 into memory 1104 and is accessible using the mobile user application 1120. Supervisory team 1302 and project manager 1304 can be alerted when something is changed in record 1324.

[0094] Headquarters can create alerts 1322, which happens when they need to notify the site team 1308 about important information. The alert 1322 will be sent via push to the app 1120 where it is possible to attract the person's attention and discover the details of the alert 1322. A field operator 1308 can also create a hazard, or an incident report 1350 where it is specified that a hazard was observed or an incident occurred, this is then shared from the mobile application 1120 with headquarters being sent via push from the mobile device 1020, 1022 and 1024 to the mobile user application 1040, then to the back-end application 1042 for display on the personal computer 1030 accessible by the supervisory team 1302.

[0095] System 1000 and method 1300 allow sending approval of permissions, sending to review acceptance of risk assessments and permissions, sending and transferring ownership permissions, sending to everyone to allow access to records and plans, sending to project manager and site supervisor to allow access to Take 5s, JSAs and pre-departures and notification about document updates to JSAs, records, permissions and allows sending warnings (alerts).

[0096] Referring to Figure 1, which schematically shows the operation of application 1120 on one of the personal devices 1020, 1022 or 1024. Starting at 5, the field worker (including a project manager, site supervisor or field operator) logs in so that their identity is known. Additionally, they may be assigned to a job. If they are working on multiple jobs at once, then they are able to select the job they are working on at that time. Petition 870200141284, dated 09 / 11 / 2020, pp. 33 / 71 28 / 57 context. Depending on the selection of jobs, the information accessible in database 1004 through application 1120 will be specifically adapted to the job.

[0097] Regardless of the type of work, the presentation of information is intended to be consistent. A home screen 12 is presented comprising four main icons representing different types of information. From the home screen 12, a mobile computing device user can navigate to a series of tools represented by main icons. The first icon represents information about permissions (upper left corner). The next icon in the upper right corner represents information about plans. The next icon in the lower right corner represents information about equipment. The final icon in the lower left corner represents information about risk assessments.

[0098] By selecting one of these icons, the application user is taken to a screen that represents permissions 14, plans 16, equipment 18, or risk assessments 20, respectively.

[0099] On each of these respective screens 14, 16, 18 or 20, the mobile device operator is presented with information specifically related to permissions, plans, equipment or risk assessments, respectively. From there, the person can make another selection and is then taken to another screen, such as, for example, additional equipment screens 24 and 26 or additional risk assessment screen 22. The user is also able to access the settings on the settings screen 30. This provides information about the user and the user can change settings in this menu.

[0100] The home screen 12 is shown in greater detail in Figure 15. It comprises a message icon 31 in the upper right corner that alerts the field team user on the mobile device (such as the field operator 1308 or site supervisor 1306) when there are messages awaiting viewing, in the same way that a mobile phone indicates when a text message is awaiting viewing on the message icon. Icons for permissions 42, plans 44, risk assessment 46 and equipment 48 are shown. There are also smaller icons for access to other useful information 50 as will be further described below. Petition 870200141284, dated 09 / 11 / 2020, pp. 34 / 71 29 / 57

[0101] Navigation between menus in the present invention is hierarchical. When a selection is made, the user is taken to the next menu level in the hierarchy with the ability to select from information to be entered or viewed. Selecting an item in a menu can be done by touching the respective area in the normal way that a touch screen works. Data can be entered by touching a screen to select a checkbox / radio button, or by entering text into a text box by typing, or by using voice to enter information into the text box.

[0102] The information is presented in a way that alerts the user's memory by providing an alert to identify method steps, tasks, risks, and controls using searchable and expandable lists. For example, there are a number of risks associated with acids. These include: acid exposure, acid inhalation, acid spill, acid ingestion, etc. These risks are presented to the user by typing "acid," and they can access information about these risks. The user can see the list of risks associated with that risk category and can select information about a particular risk in a consistent and hierarchical way.

[0103] Administrators can access back-end information to perform tasks such as controlling searched risk templates and lists, adding staff which includes enabling the issuing of authorities, managing the use of procedures, qualifications and material safety data sheet (MSDS) information, as well as issuing global alerts.

[0104] Project managers can access the desktop front-end to perform tasks including creating jobs, allocating teams to jobs, adjusting job roles within the defined authority, attaching work plans, and issuing job alerts (i.e., an alert to people working on a particular job) or regarding a particular aspect of the job.

[0105] The mobile application running on the portable computing device is also accessible by project managers, site supervisors and field staff, so that they can perform tasks including issuing transfer permissions if authorized, maintaining work excellence by testing and closing permissions, creating Petition 870200141284, dated 09 / 11 / 2020, page 35 / 71 30 / 57 Signing, updating, transferring, and closing JSAs, creating Take 5s, pre-start lists for equipment and taking equipment out of service, viewing alerts by recording meetings and meeting minutes and viewing reports, viewing machines, viewing MSDSs, viewing qualifications, viewing logs and during procedures, using calculators and safety logic challenges.

[0106] Navigation A) Communication activities (including Risk Alerts; Daily Pre-Departure Meetings; Weekly Toolkit Meetings; Hazard and Incident Reports; Non-Compliance Reports & Idea Logs) can be accessed via an icon in the upper right corner of the mobile device. Importantly, this icon can remain fixed in position, so it can be accessed from any screen within the interface. B) Risk tools as seen on the initial screen 12 in Figure 1 can be selected by selecting a main button from one of the four main icons. The selection occurs in the normal way of touching an adjacent portion of the touch screen. In the embodiment of Figure 1, the screen transitions to a respective screen 14, 16, 18 or 20 representative of the main functions of the present invention: 1. Permissions. The icon directs the user to all potential permissions that may be required, including but not limited to: a. Permits to Work; b. Working at Heights; c. Entry into a Confined Space; d. Hot Work; e. Asbestos Removal; f. Excavation; g. Penetration; h. Quick-Cut Sawdust; i. High-Pressure Water Blasting; j. Environmental (Flora or Fauna); k. Vegetation Removal; l. Access to the Cultural Area; m.works in Heritage Structures Petition 870200141284, dated 09 / 11 / 2020, pp. 36 / 71 31 / 57 2. Plans. This icon directs the user to all plans that may be required, including but not limited to: a. Construction Schedules; b. Method Statements; c. Dial Before Digging (DBYDs); d. Contaminated Sites; and. Environmental (Flora or Fauna); f. Cultural Areas; g. Property Structures; h. Inspection and Testing Plans; i. Diversion Plans. 3. Risk Assessments. This icon directs the user to all assessments that may be required, including but not limited to: a. Contract Risk Assessments; b. JSAs; c. Task Evaluations; d. Take 5s 4. Equipment. This icon directs the user to all required Equipment documents, including but not limited to: a. Equipment Risk Assessments (including models specific to each type of equipment); b. Equipment pre-startup (including models specific to each type of equipment); c. Equipment Records including, without limitation: i. Asset Records; ii. Electrical Records; iii. Portable Ladder Registrations; iv. Records of lifting equipment; v. Records of Enhancement and Recovery Equipment; d. In addition, all Records have a "Mark as Out of Service" functionality. C) Less frequently used risk tools can be accessed through 1 of 5 subsidiary links as shown in Figure 76: 1. Chemical Products or MSDS (chemical product records and Petition 870200141284, dated 09 / 11 / 2020, pp. 37 / 71 32 / 57 MSDS spreadsheets including the ability to source updated MSDS spreadsheets); 2. Calculators (real-time calculation tools for calculations commonly performed in the field); 3. Training (access to current qualifications with automatic expiration alerts); 4. Emergencies (Step-by-Step Emergency and Evacuation Instructions); 5. Procedures (access to review existing employee procedures). D) All risk management documents are attached to a job number. However, in addition, risk documents can also be attached to, and incorporated into, a specific JSA. This allows field personnel to access all risk documents applicable to their job directly through their JSA.

[0107] Self-population

[0108] The described autopopulation of the log document during the process period helps eliminate a challenge in field risk management by ensuring that the field team completes Take 5s (a process period) and Diaries (a log document) in a synchronized manner. Take 5s must be completed before the start of a new task. Diaries of each employee's activities must be maintained for specific high-risk tasks including Excavator Operation, Trap Operation, Crane Operation, Long-Distance Driving, etc.

[0109] The disclosed systems and methods provide auto-population logs based on Take 5 data entries and pre-departure equipment. In summary, the Take 5 model requires the user to confirm whether they will perform any activities for which a log should be kept. If the user selects one of these activities from the Take 5 model, a pop-up box sources additional information from the user and uses this additional data to auto-populate the relevant user log.

[0110] Alerts for permission status and plans

[0111] Different Permissions and Plans have different validity periods. For example, some Permissions and Plans are short-term and are Petition 870200141284, dated 09 / 11 / 2020, pp. 38 / 71 33 / 57 permits are valid for several hours, while others are long-term and are valid for 30 days or more. A field team permit is the renewal or reissue of Permits and Plans to ensure the timely, continuous, and safe completion of work. The systems and methods disclosed can provide: a) Apply a Red Cross to any Permits and Plans listed in the JSA that have expired or are about to expire; b) Automatic alerts for the expiration of permits and plans, also based on GPS and time stamp data.

[0112] Permissions are issued to perform specific tasks where certain qualifications, experience, or training are required in order to perform the particular job. Permissions may have assigned roles including a permission issuer, a permission holder, another team that has permission, a permission tester, and a permission release provider. Permissions may also have responsibilities arising from the permission, a start time / date, an end time / date, and may have time limits.Examples of permits include a permit to work on a particular work site, a permit to perform excavation, a permit to perform asbestos removal, a permit to perform hot work, a permit to work in a confined space, a permit to work at heights, a permit to work in the vicinity of high voltages, a permit to use a high-speed cutting saw, and a permit to use high-pressure water blasting. Other permits may be granted as required.

[0113] The permissions menu 14 is shown in greater detail in Figure 16. This screen includes the screen header 38. For permissions, it includes an information bar 32 below the screen header 38 that indicates the job to which the listed permissions apply. It also includes an option to switch jobs by selection 34. The header also includes a back arrow 36 to return to the home screen 12. It also includes the message icon 30 so that incoming messages can be viewed from this level.

[0114] The permissions for this particular job are listed, and, in this example, where the job is the replacement of a primary collector, the Petition 870200141284, dated 09 / 11 / 2020, pp. 39 / 71 34 / 57 permissions are: operate a high-speed cutting saw 60, allow work at heights 62, allow work on site 64, allow use of a Class B water blasting system 66, allow hot work 68, allow excavation 70, and permissions to work in a confined space 72. The work permission 64 can be selected by pressing in the vicinity of 74. This will open information about that particular permission, as seen in Figure 17. Figure 17 shows a screenshot displayed by the mobile application in the device display screen type; at the top is the permission header 80, which is a work permission. There is a menu bar 82 that shows details about the permission. The user can select different types of information categories about the permission. In this case, there are permission data 84, permission documents 86, and pre-mobilization checks 88. Each of these can be selected.In this example, the permission data tab is highlighted, and window 90 provides information about the permission to work. The permission has a validity period, starting from the date indicated by 94 and expiring on the date indicated by 96. The highlighted area 96 is selected so that this date can be changed. Additionally, the description of the work performed can be selected 92 to define the type of work to be performed. The data accessible to the field team can be automatically loaded into the portable device's memory and then displayed because it is automatically retrieved from the database. The permission expiration can be reset to a maximum allowed period.

[0115] The permit issuer is responsible for verifying all permits. The permit issuer may be guided by reference checks and interventions. The permit holder is responsible for verifying that the work is carried out in accordance with the permit.

[0116] Referring to Figure 18, which shows an example of a work permit at heights displayed in title bar 100 and the menu item “Access Equipment and Mode” in the slider menu 102 is selected and highlighted. Information is provided to the user including a visual guide as to the nature of this permit and what is required for it to be issued and all restrictions required for this permit. There is a requirement to prevent the person from falling as indicated by 104. There is a visual guide. Petition 870200141284, dated 09 / 11 / 2020, pp. 40 / 71 35 / 57 as to what permission implies in 106 and the equipment needed to operate in that environment is shown in 108.

[0117] Referring to Figures 19 and 20, which are examples of a Hot Work Permit, as indicated in heading 110. The items on a checklist for the permit can be selected from the menu bar 112, and the items are listed in window 114. One checklist item asks “does the task involve hot work on walls, ceilings, or enclosed equipment?” If so, the yes box 116 can be checked as indicated. This may result in additional requirements related to this situation.

[0118] Referring to Figure 20, which shows additional aspects of checklist 114. When an item that needs to be checked is not, as indicated by 116, then a warning 118 may be displayed indicating that the work cannot proceed because all requirements, according to the checklist, are not met. This allows the field team to know what the requirements are, and to go through a process of verifying that the requirements are met. If any of the required items are not met, then they receive a warning that they are not allowed to proceed with that work. This also allows the person to change the response if circumstances change. In this example, where the requirement of the checked item can be met, this will then interactively and automatically change warning 118.

[0119] Anyone with permission can receive role-specific notifications. The team assigned to the permission can be listed and reminders can be provided so that the user is able to know what type of permission is needed in order to perform the work. The user may be required to review and actively accept a permission, so that they understand it and a record exists of their understanding of the permission that was assigned to them and that they accepted their responsibilities for their role in the risk related to that particular permission.

[0120] A new permit can be issued as shown in Figure 4. For example, if an asbestos removal permit is required as indicated by 150. A create new permit icon can be selected in 152. The user is taken to screen 154 which provides the permit details including professional details and tasks required for the Petition 870200141284, dated 09 / 11 / 2020, pp. 41 / 71 36 / 57 permission. Then, one can proceed to the next screen 156 which consists of identifying the type of asbestos removal required as indicated in Figure 21, which shows more clearly some of the necessary information. On this screen, the user is able to check if the removal list maintains a correct and current license “less than 10 m2 of non-friable asbestos”. Other details are provided as indicated in 156. Once entered, the user is able to progress and provide information about the job requiring permission and the particular disks for that job on screen 158. It is possible for the information to be entered in checkboxes or as free text on screens 160 and 162.

[0121] Another example of creating a permit is shown in Figure 5, which consists of creating a confined space entry permit, starting at 172, shown in greater detail in Figure 22. Basic information about the permit is shown at 174, including professional details and tasks required for the permit. The team is allocated to the permit at 176, as shown in Figure 22. Information about the safety requirements for the permit is entered at 180 and 182.

[0122] A further example of an excavation permit is shown in relation to Figure 6. The creation of the permit begins in 190 and then progresses to 192 where basic information about the permit application is displayed, including professional details and tasks required for the permit. The displayed tasks and the requirements of the tasks, including clearance requirements in relation to the excavation, are entered in windows 194, 196, 198, 200, and 202. Figure 23 shows a portion of 196 in greater detail. In this menu item, information can be entered by selecting checkboxes.

[0123] A further example of creating a permit for high-pressure water blasting is shown in relation to Figure 7, which begins at 210 with details about the permit being shown at 214. The process progresses to entering more details at 216 and as shown in Figure 24. Information about the requirements for this permit can be entered by filling in the checkboxes.

[0124] An additional example of creating a hot work permit is shown in relation to Figure 8, which begins at 220. Basic information about the permit is shown at 224. Information about the Petition 870200141284, dated 09 / 11 / 2020, pp. 42 / 71 37 / 57 work are then inserted in 226 and as shown in greater detail in Figure 25. Precautions regarding size and a person authorized to assist in performing hot work are also inserted in 228, 230 and 232.

[0125] Figure 9 shows an example of the issuance of a work permit at heights, starting at 270 and then progressing to 272 and then 274 where basic information is provided. Information on the nature of the work required is entered at 276, which is shown in greater detail in Figure 26. Additional information is entered at 278, such as a rescue plan and information on a per-person basis, at 282 and 284.

[0126] An example of a generic Work Permit is shown in Figure 29. Each work permit that is used in relation to multiple teams, as indicated in Figure 27, indicates the list of teams permitted to work at the work site. The list can be generated to show only the team to which the permit holder can be transferred if the holder is seeking to transfer the permit. The list can be generated to show only the team to which the permit holder can add the team capable of performing the type of work for which the permit is granted. Each person involved in each permit is provided with reminders of the need to review and sign each work permit that involves them, as indicated in Figure 28.

[0127] The term of the permit can be tracked and before the permit expires, the permit holder can be notified so that action can be taken if an extension or new permit is needed. When the work performed under a permit is completed, the permit can be terminated. The permit holder and the permit issuer are notified when there are changes regarding the permit.

[0128] Risk assessments

[0129] Figure 30 shows the initial screen 12 and the selection of risk assessments by touching the screen in the area indicated by 402. This then takes the user to menu 20, also shown in Figure 31. The consistency of the presentation is demonstrated, with the title at the top 410, with the return arrow and message icon. The work is listed below. Then, a sliding menu bar. Petition 870200141284, dated 09 / 11 / 2020, pp. 43 / 71 38 / 57 412 allows the user to select the type of risk assessment being performed. In one mode, the risk assessment types are JSA or Take 5. Take 5 is selected and therefore highlighted. A list of existing risk assessments is provided in 416. A search for existing Take 5s by task or data can be entered in 414. A new Take 5 can be entered in 418. Take 5s will be described further below.

[0130] JSAs can be issued, updated, or transferred until they are closed. When a JSA is selected as the risk assessment and an existing JSA is selected, the device will display basic information about the JSA in window 438 of Figure 32. The Basic Information option is selected in the sliding menu bar 434 under the JSA name in heading 432. Other options besides basic information in menu 434 are risk assessment teams. The JSA is given an identification number indicated in the top main menu 432. There are also options to sign the JSA or close the JSA and Update the JSA as indicated by 440.

[0131] Figure 33 shows a window 510 in which the risk assessment method steps can be selected. Selecting the highlighted area 512 opens “Always on site” as indicated by 520 in Figure 34. This then allows the user to add risks to the risk assessment. By selecting to add a risk area 522, a list of risks is displayed in 530 in Figure 35. A user is able to select from these risks and add them to the risk assessment. The user is then able to swipe through the controls as indicated in the next menu item next to item 532. This opens available controls to mitigate risks as indicated by 540 in Figure 36. The title of the controls is highlighted in menu 542. The user is then able to select a risk classification, at 550 in Figure 37. When a non-selected risk classification is selected, an instant risk matrix opens 560 in Figure 38.The available choices depend on the impact and probability as each axis of the matrix. Impacts are selected from minimal, medium, serious, and severe. Probability is selected from very likely, likely, unlikely, and very unlikely. The sections on these axes determine the risk classification. The minimal impact was selected as indicated by 564. This opens a snapshot window shown in Figure 39 that describes the meaning of an impact. Petition 870200141284, dated 09 / 11 / 2020, pp. 44 / 71 39 / 57 minimum in terms of health and safety and environmental impact. Figure 40 shows all selected risks that had risk ratings.

[0132] The risk assessment can then progress to team allocation as per Figure 41. The team impacted by this JSA can then be listed in 590, which also includes site supervisor details. The JSA can be submitted by selecting the submission button 592. This then issues a notification as indicated in Figure 42 to all the team listed in Figure 41, which shows in their reminders as indicated in Figure 42. They can review and sign the JSA. If circumstances indicate, they may be able to update the JSA.

[0133] Figure 10 shows the process of creating a new JSA. When selected from the main menu, the process begins at 450, which, as noted earlier, is also shown in Figure 31. Basic information about the new JSA is shown at 452, also shown in Figure 43. The method steps are entered at 454, also shown in Figure 44. Risks are then chosen from a list. An example of searching for risks in the list is shown in Figure 45, with the selected risks listed in Figure 46. Risk controls and classification are then performed in steps 460 to 466, and then the team is allocated in step 468.

[0134] Take 5s are user-specific, but are still centrally retained, and still meet with the dynamic document interface. The user assesses the risks themselves before starting a task. Figure 11 shows the process, which begins with selecting to perform a Take 5 as indicated by 710. The user can then select which jobs they are performing in 712. Job details are in 714, and then, if they select the job, additional job details are presented in 716. Figure 47 shows the form and screen. The user can then select 742 a task to be performed from a list of common tasks. The user can scroll or search the list.

[0135] Figure 48 shows a list of risks that can be applied to the selected task type. The risk can be selected in 722. Then, a list of controls that can mitigate the risk can be shown in 724.

[0136] Additional menu options in Figure 49 provide information on what risks may arise and a reminder to monitor the Petition 870200141284, dated 09 / 11 / 2020, pp. 45 / 71 40 / 57 risk. This is also capable of monitoring risks and if something changes they can also prompt the user to complete another Take 5 and reassess the risk and what controls can be applied to mitigate the risk.

[0137] Visual pre-departure equipment alerts

[0138] When completing a pre-departure of equipment, the team may be confused about which equipment component a specific check refers to. This is particularly the case for a team that has difficulty reading (e.g., dyslexia). The systems and methods disclosed provide: a) Equipment diagrams with each component numbered according to the equipment verification numbers; b) Highlight (through color change) the component that each check refers to.

[0139] For example, in the Quick Cut Saw Pre-Start model, check number 11 refers to the cutting blade. Therefore, a diagram of the quick cut saw numbers the blade “11” and as the user scrolls through the blade check questions, the blade in the diagram changes color.

[0140] From the initial screen 12, equipment can be selected and submenus provided 800 as seen in Figure 12. The menus comprise a list of equipment supplied or available for use in the work. The user can select an equipment item to perform pre-startup checks, risk assessments, or visualization records in Figure 50. A list of equipment used for the selected work is shown in window 802. Alternatively, the user is able to search in 804 for particular equipment items. Risk assessments regarding the particular equipment and records are static, but pre-startup checks are specific and dynamic. When a pre-startup equipment item is selected, a set of check templates is shown, which is capable of being interactive.For example, if the user selects a quick summary in the item given in 818, then a set of control information appears as shown in Figure 51 and in item 820. The user can then see specific details about that piece of equipment. The user can go through basic information about that particular piece of equipment which may include... Petition 870200141284, dated 09 / 11 / 2020, pp. 46 / 71 41 / 57 checkboxes indicate items to be checked to ensure the equipment item is in good working order. The user can ask the questions indicated in 852. If one of the questions indicates that the equipment is not in good working order, by menu item 822 and as shown in more detail in Figure 52, the user will be provided with information that the equipment is not in good working order. For example, in the case shown in Figure 52, the equipment item has an oil leak as indicated by 862 and, in that case, is out of service. These are items for the user to report, including to the site supervisor, and marking the equipment as out of service. Reports can be sent automatically by selecting the “send report” button 600 and 864, which, by virtue of the information already provided, allows open areas of the form to be automatically filled in.

[0141] Referring to Figure 12, the selection item shows that if the user requires the use of an 808 skid steer loader which consists of another necessary piece of equipment, then another pre-start is used. Then, the process proceeds from 830 to 840 to pass and verify the pre-start requirements for that piece of equipment.

[0142] Heavy Equipment Use Checks

[0143] Upon completing a pre-departure equipment check, users are asked if their use of the equipment on that day will be particularly or intensive. If the user indicates yes, the pre-departure equipment check requires additional checks to be completed. For example, in a Vehicle Pre-Departure check, users are required to complete additional checks for long-distance or off-road driving.

[0144] Database Touch

[0145] The safe completion of work may require access to third-party databases such as Dial Before Digging (DBYD)s, Contaminated Sites, etc. Plans are generally originated by the office team and provided in paper format to the field team. The systems and methods described: 1. Allows the field team to view PDF files of Plans applicable to their work (via the Plans icon or through the JSA coverage screen). Petition 870200141284, dated 09 / 11 / 2020, pp. 47 / 71 42 / 57 These PDF files are typically originated and uploaded to the application by the office staff; 2. The origin of Plans directly from third-party databases (e.g., DBYD and Contaminated Site Databases) is also contemplated.

[0146] Real-Time Automatic Alerts

[0147] Automatic alerts (audible and vibratory) can be provided to the field team during their field activities (which are tracked by GPS via their personal mobile device and / or wearable technology): a. When excavations approach the vicinity of underground services prescribed in DBYDs; b. When activities approach the vicinity or boundaries prescribed in specific Permits and Plans (e.g., Environmental Permits); c. When the team enters the vicinity of a specific plant or operational equipment (such as excavators) (in this case, an alarm is issued to both the operator and the relevant ground crew); d. When specific noise levels are detected by the device; e. When specific vibration levels are detected by the mobile device; f. When specific ambient temperatures are detected by the mobile device.

[0148] Referring to Figure 3, the creation of a new report is shown, which can be automatically generated as in the case of reporting equipment failures, or it can be created due to the observation of something that presents a risk or is an incident requiring reporting, as indicated by item 922. The report completion involves filling in information by selecting checkboxes, for example, if it is a problem involving electricity, if it is a health and safety risk, if it is an environmental risk, as well as other factors such as whether there are injuries and whether there are other people involved. This can be entered in boxes 924. In the case where there was an injury involving a person, details can Petition 870200141284, dated 09 / 11 / 2020, pp. 48 / 71 43 / 57 to be inserted into 926.

[0149] Information can be entered to report as shown in Figure 13 and the nature of the item can be selected in 820. In 870, the summary of the severity of the equipment failure is included in the information provided in boxes 834 and 836. A photograph of the problem can be captured and uploaded.

[0150] In addition to alerting users about risks, the present invention is capable of providing a platform for publishing, including providing alert information about meeting reports shown in Figure 2. Figure 53 shows a location menu 932 opened by selecting the application icon in the upper right corner. This shows that there are alerts waiting and that when the selected menu opens, it shows the alert related to a particular job, as indicated by the job list 934. Figure 54 shows that there is a cyclone update issued 940. The user can select the cyclone update to access additional information 944 about the cyclone alert in Figure 55.

[0151] Information can also be provided on the home screen as shown in more detail in Figure 56. This shows a list of 964 information items such as videos, documents and tools under the headings of chemicals that provide access to MSDS; a calculator that is available to users to perform compilations in order to carry out the work; access to training information such as emergency procedures, and protocols as well as more generic procedures. Also under the job tab 960 is a list of created documents (permissions, JSAs, Take 5s etc.) related to the job, as well as reminders of documents that need to be accepted and / or signed.

[0152] Figure 2 shows a fire alert. A notification box appears under the main title. When alerts are selected, the drop-down menu listing an alert appears in 904. The alerts window opens in 906, and then the listing of the fire alert appears. The same can be opened in 908 to view the fire alert and obtain information about it.

[0153] Automatic Equipment Marking Reminders

[0154] The systems and methods disclosed may include automatic reminders for all equipment scheduling requests. By Petition 870200141284, dated 09 / 11 / 2020, pp. 49 / 71 44 / 57 example, automatic reminders are issued for quarterly scheduling and verification of electrical equipment, lifting equipment, portable ladders, booster and recovery equipment.

[0155] Ink Color Replacement

[0156] When field operators are electronically locating underground services in the field, there is a set of 'common practice' colors that is used to mark the surface with highly visible paint markings. For example, it is common practice to mark the surface with: A) Blue lines for water; B) Green or black lines for sewage; C) Orange lines for strength; D) Yellow lines for gas, etc.

[0157] However, in practice, teams often run out of a necessary colored ink and 'improvise' with other available colors.

[0158] The revealed Excavation Permit allows the user to prescribe the color they used to mark each type of underground service by selecting a colored dot for each service. This is different from paper-based systems that usually dictate the color for each service (which field operators ignore if ink colors are not available).

[0159] Meetings

[0160] The application also allows actors to conclude meetings by including: a. Add topics for discussion at the meeting; b. Use voice-to-text to record meeting minutes; c. Allocate Action Items to the specific team and set deadlines for each Action Item; d. Then, the team that attended the meeting receives two notifications: i. A reminder to review and sign meeting minutes; ii. A reminder for each Action Item assigned to them.

[0161] When there are pending risk alerts, the site supervisor and / or project manager may be alerted to discuss them in a meeting.

[0162] Signature Petition 870200141284, dated 09 / 11 / 2020, pp. 50 / 71 45 / 57

[0163] Whenever a user 'signs' a document, they must first positively confirm one or more statements (e.g., “I have reviewed, understood, and agreed to be in accordance with this JSA”). The statements are specific to each document and specific to each user role under each document. If they have an excellent signature, the need to do so will remain on the reminder until they attend.

[0164] The methods and systems disclosed for providing and receiving information for risk management in the field, and, more particularly, methods and systems for accessing permits, plans, risk assessments and equipment information, self-population documents, and for transmitting data and receiving notifications based on permit availability and location, provide tools for engaging field operators in the risk management process and encouraging the field operator to complete risk management tasks appropriately.The revealed structures and navigation systems and methods include processes for navigation, auto-population, alerts for permit and plan status, visual pre-departure equipment warnings, database exploration, real-time automatic alerts, heavy equipment usage checks, automatic equipment marking reminders and paint color replacement, and also provides tools to engage field operators in the risk management process and encourage field operators to complete risk management tasks appropriately.

[0165] From your personal mobile device: a. The team can see: i. All Plans etc. attached to the Work Library (via a desktop application), ii. All documents they created or signed; b. Site supervisors and project managers can view all of the above - as well as all documents created or issued by anyone else on the job.

[0166] General Operation

[0167] The tools of the invention can be provided as three applications. These applications are a desktop back-end, a front-end of Petition 870200141284, dated 09 / 11 / 2020, pp. 51 / 71 46 / 57 desktop and a mobile application. Each of these applications has different operational functions and accesses different sets of information found in the organizational database 1212 and the work database 1214 that form the work library 1210.

[0168] In one embodiment, the general operation of the invention follows a method 1400, illustrated as a flowchart in Figure 60.

[0169] The establishment of method 1400 occurs at stage 1402, when the company headquarters supervisory team (COP) 1302 accesses the desktop backend. Upon access at stage 1404, the supervisory team 1302 populates the organizational database 1212 with organizational information. The information includes an organizational hierarchy, documents, and lists. The hierarchy is established at stage 1404, with the supervisory team 1302 populating actor information into the hierarchy. Actor information is used to dictate actor access to the desktop backend, desktop frontend, and mobile application. Additionally, actor information is used to dictate actor permission issuer (PI) authorities. Actor information includes details about all employees relevant to the organization, such as employees and on-site vendor employees.In one example, one or more 1304 project managers gain access to the desktop front-end, the mobile application, and all permission issuer authorities.

[0170] After establishing method 1400, at stage 1406 the project manager (CPM) 1304 accesses the desktop front-end. Upon access, the project manager 1304 can create one or more jobs for storage in the job database 1214. The project manager 1304 populates the job with relevant information, such as details and files, and establishes the job hierarchy including the Job Project Manager (JPM), Job Site Supervisor (JSS), Job Team (JP), and Permission Issuer (PI). The job hierarchy dictates that the actor authority accesses jobs using an application, issues single-user or multi-user documents, and associated documents and permissions. In an example, one or more site supervisors 1306 are granted access to the mobile application, the ability to issue multi-user documents, and view all job documents and permissions.

[0171] Once one or more jobs are populated with Petition 870200141284, dated 09 / 11 / 2020, pp. 52 / 71 47 / 57 information, the information is stored in the work database 1214 of the work library 1210 at stage 1410.

[0172] Actors can access the information stored in the 1210 job library using the mobile application in stage 1412. Following this, in stage 1414, actors can select jobs extracted from the 1210 job library based on individual authority. Upon selecting a job in stage 1416, actors can initiate an operational action, based on individual actor authority. The operational action is limited to viewing job data and alerts, creating single-user or multi-user sketches, and creating sketch permissions. In one example, a field operator 1308 selected a job, allowing them to view all job data and alerts, and create single-user sketches for equipment pre-startup and hazard and incident reports. Subsequent operational actions that become available to actors in stage 1418 are dependent on the operational action taken in stage 1416.These subsequent operational actions include issuing single-user or multi-user documents, issuing permits, and viewing all documents and permits. In one example, project manager 1304 previously created a draft permit to work in confined spaces. Project manager 1304, upon determining the permit's term and allocating a field operator 1308 to the permit, will issue the permit to field operator 1308 for signature.

[0173] After actions are performed in stage 1418, the details of associated documents and / or permissions are locked against unauthorized editing in stage 1420 and are stored in the work library 1210.

[0174] Actors can perform additional actions in stage 1422, based on actions stored from stage 1420. The additional actions are dependent on the actor authorities established in stage 1406. The additional activities include: a. Issue reminders in stage 1424 related to: 1. Signing documents / permits; 2. Permission transfers; 3. Expiration of permissions; and 4. Review of action items. Petition 870200141284, dated 09 / 11 / 2020, pp. 53 / 71 48 / 57 b. View your own documents and permissions in stage 1426. c. Access documents for further action in stage 1428, where actions also include: 1. Signing documents; 2. Update documents; 3. Add additional information; 4. Record the time; and 5. Close documents. d. Collect manual signatures at stage 1430, where the signature collection relates to documents and permissions. e. Access permissions for additional actions in stage 1432, which also include: 1. Review permissions; 2. Transferring permissions from one Permit Holder (PH) to another; 3. Decide on the transfer for permissions; 4. Add additional actors to permissions; 5. Record the time; 6. Record results; 7. Extend the length of permission; and 8. Close permissions.

[0175] After the actions in any of stages 1424 to 1432 are executed, the associated documents and / or permission details are locked against unauthorized edits in stage 1420 and are stored in the working library 1210. Once locked, the permission details are then distributed to the relevant actors authorized to receive the permission details.

[0176] Long-Term Permits

[0177] Figure 61 illustrates the process for creating long-term permissions. Long-term permissions for jobs can be created using the mobile application. Creating long-term permissions typically involves completing template questions in stage 1416a, adding additional terms and controls, and selecting qualified actors. Actors with sufficient actor authority can also issue long-term permissions to others. Petition 870200141284, dated 09 / 11 / 2020, pp. 54 / 71 49 / 57 actors at stage 1418a. After the creation and dispatch of long-term permissions, the permission details are locked against unauthorized edits at stage 1420a and are stored in the work library 1210.

[0178] Additional actions become available to actors in stage 1420a after the creation, dispatch, and long-term storage of the permission. Most of these additional actions require execution for the work to progress. The permission holder is reminded in stage 1440 to sign the permission to demonstrate the action, following which the permission holder can view the permission in stage 1442, and sign the permission in stage 1444. Additionally, the permission issuer can manually collect the signature from the permission holder using their own mobile application in stage 1448.

[0179] Before the permission holder signs the permission, the permission issuer will receive additional actions in stage 1446, allowing for the analysis, transfer, or extension of the permission.

[0180] After the permission holder signs, actors acting under the permission holder's direction are required to perform additional actions. These actors will be reminded at stage 1450 to sign the permission to demonstrate the action, following which actors can view the permission at stage 1452, and sign the permission at stage 1454. Additionally, the permission issuer and permission holder can manually collect signatures from actors using their own mobile applications at stage 1458.

[0181] The permission holder will receive additional actions at stage 1456, allowing the addition of teams, and termination of the permission. Additionally, the permission holder will receive a reminder at stage 1460, when the permission is one day from expiring. The updated permission details are then distributed to the relevant actors authorized to receive the permission.

[0182] Short-Term Permits

[0183] Figure 62 illustrates the process for creating short-term permissions. Short-term permissions related to jobs can be created using the mobile application. Creating short-term permissions typically involves completing template questions in stage 1416b, adding terms and Petition 870200141284, dated 09 / 11 / 2020, pp. 55 / 71 50 / 57 additional controls, and select qualified actors. Actors with sufficient actor authority can also issue short-term permissions to other actors at stage 1418b. After short-term permissions are created and issued, the permission details are locked against unauthorized edits at stage 1420b and are stored in the work library 1210.

[0184] Additional actions become available to actors in stage 1420b after the creation, dispatch, and storage of the short-term permit. Most of these additional actions require execution for the work to progress. The permit holder is reminded in stage 1462 to sign the permit to demonstrate the action, following which the permit holder can view the permit in stage 1464, and sign the permit in stage 1466.

[0185] Additionally, the permit issuer can manually collect the signature from the permit holder using their own mobile application at stage 1468.

[0186] After the permission holder signs, actors acting under the permission holder's guidance are required to perform additional actions. These actors will be reminded at stage 1470 to sign the permission to demonstrate the action, following which actors can view the permission at stage 1472, and sign the permission at stage 1474. Additionally, the permission issuer and permission holder can manually collect signatures from the actors using their own mobile applications at stage 1478. After the actors sign, the actors will receive additional actions at stage 1480, allowing them to log time or record test results.

[0187] The permit holder will receive additional actions at stage 1476, allowing the addition of teams, time logging and test results, and permit termination. Additionally, the permit holder will receive a reminder at stage 1482 when the permit is one hour away from expiring.

[0188] Workplace Safety Assessments

[0189] JSAs 1330 can be edited by the project manager 1304 or site supervisor 1306 using the mobile application, as shown in Figure 63. Edits include adding a new actor to the JSA or updating information and / or requirements.

[0190] By selecting JSA 1330 in stage 1422c, the manager Petition 870200141284, dated 09 / 11 / 2020, pp. 56 / 71 Project 1304, version 51 / 57, or site supervisor 1306, has two options for editing JSA 1330.

[0191] If JSA 1330 requires the addition of a new actor, such as an additional field operator 1308, the project manager 1304 or site supervisor 1306 will perform the action in stage 1484. In stage 1488, the mobile application will allow the work team section to be edited while disallowing any editing of the risk assessment section. Upon completion of the new actor addition in stage 1490, the new actor will receive a reminder in stage 1492 to sign JSA 1330 before work begins.

[0192] If JSA 1330 requires updated information and / or requirements, the project manager 1304 or site supervisor 1306 will perform the action in stage 1486. ​​In stage 1502, the mobile application will allow the team section and the risk assessment section to be edited. Upon completion of the information and / or requirements update in stage 1504, all actors associated with JSA 1330 will receive a call to action in stage 1506 to sign the updated JSA 1330.

[0193] The project manager 1304 or site supervisor 1306 who edited JSA 1330 may choose to collect manual signatures using their own mobile application at stage 1500 from all actors associated with JSA 1330.

[0194] Action Block

[0195] Figure 64 illustrates a flowchart of action locks that can occur after storing multi-user document permissions in the 1210 work library. These locks are a type of locking in which the document can be locked while another requirement is pending, as described in paragraph

[0059] .

[0196] Since permissions and documents from multiple users are stored in the work library 1210 at stage 1420d, conflicting actions may occur at stage 1422d due to permission expiration, permission transfer, and termination of permissions and documents. To prevent conflicting actions from occurring, action locks can be established. These action locks are usually in the form of an inability to perform any further actions, and a message explaining the reason for the action lock. The inability to Petition 870200141284, dated 09 / 11 / 2020, pp. 57 / 71 52 / 57 Performing additional actions can be implemented on some or all of the affected action buttons, which will be “grayed out” and inoperable, or simply removed, while the lock is in effect.

[0197] The application in stage 1508 may determine that a permission has expired. Upon this determination, the application will activate the action block in stage 1510, which includes disabling further actions related to the permission and displaying a message to inform the actor about the permission's expiration.

[0198] The application in stage 1512 may determine that a permission has been terminated. Upon this determination, the application will activate the action block in stage 1514, which involves disabling further actions related to the permission and displaying a message to inform the actor that the permission has been terminated.

[0199] The application at stage 1516 can determine that a document has been closed. Upon this determination, the application will activate the action lock at stage 1516, which includes disabling further actions related to the document and displaying a message to inform the actor that the document has been closed.

[0200] The application at stage 1520 may determine that a permission authority has been transferred to a transfer recipient who has accepted or rejected the transfer. Upon this determination, the application will activate the action block at stage 1522, which comprises disabling further actions related to the permission and displaying a message to inform the actor about the pending transfer. Once the transfer recipient accepts or rejects the transfer at stage 1524, the application will deactivate the action block at stage 1526.

[0201] Figure 67 illustrates a flowchart with the flow of a pre-equipment startup being created. In particular, in F there is an intervention described. Interventions will occur if any of the fields requiring a user population are not completed according to the predefined requirements. These predefined requirements ensure that the selected responses lead to a safe working environment. If the selected response does not lead to a safe working environment, then an intervention will occur. The example of pre-equipment startup is further illustrated in Petition 870200141284, dated 09 / 11 / 2020, pp. 58 / 71 53 / 57 Figures 69 and 70. Figure 69 shows the wording of the intervention for a particular unsafe response that was selected, in this case, 'Sorry, you cannot use this equipment. Describe the unsafe failure and submit,' which is also found in Step 2A of the flowchart in Figure 70. Once the user submits the equipment pre-startup (in this example), the user can then go back and change their answers to the questions if the working conditions change and the work environment becomes safe to work in. The updated equipment pre-startup is then submitted, and the terms are locked and recorded with a new date and time stamp.

[0202] Referring to Figure 70, once the user overcomes the intervention by entering a safe working condition and inserting the correct safety pin 4, 4A, the terms of the equipment pre-startup (in this example) that the user completed are locked 6, and the equipment pre-startup data is subsequently updated 7 and the updated pre-startup data is provided to the relevant users as shown in Figure 71. Locking the terms prevents unauthorized editing of the equipment pre-startup (in this example) since the terms are recorded with a timestamp and stored in the work library 1210. Authorized unlocking and editing of the equipment pre-startup can occur after locking if the user has an appropriate authorized role.

[0203] With reference to Figure 74, the creation of a JSA is illustrated in the form of a flowchart. Only a Project Manager (PM) or Site Supervisor (SS) is able to create a JSA. Figures 75 to 82 illustrate, through screenshots, the creation of a JSA.

[0204] Figure 83 illustrates in 1B the intervention verification, to ensure that all information entered in each field used satisfies the predefined requirements. Several examples of intervention wording are described in 2A-2D. Once the intervention is overcome by considered secure work responses, then confirmation that the entire team delivered a site induction is required in 3. The confirmation is then processed by inserting a security PIN in 4A, verifying the user ID in 5, verifying that the PM and SS are both current in their position, and again verifying that it is not a PM or SS attempting to submit the JSA. A Petition 870200141284, dated 09 / 11 / 2020, pp. 59 / 71 54 / 57 Once the correct PIN is entered 6B or the JSA is signed 6C, the JSA terms are locked similarly to the pre-startup terms of equipment being locked, and recorded with a timestamp in the work library 1210. The JSA data is then distributed to the relevant users as shown in Figure 84. These relevant users then receive an action button requiring their signature (acknowledgment) of the JSA as shown in Figure 87, 1. Once the JSA has been signed by the relevant team, the updated JSA data is then distributed to the relevant users, as illustrated in Figure 88. Adding users to the JSA and updating the JSA after the JSA has been signed is illustrated in Figures 90 to 100.

[0205] If the JSA has an intervention, then once the working conditions are safe and the JSA has been updated with the new safe working conditions and submitted, the new JSA will also have its terms locked and registered with a new date and time stamp.

[0206] If the circumstances of the JSA change, then an authorized actor, such as the PM or SS, can unlock the JSA and edit it. Competing products currently available permanently lock the document, such as, for example, transforming it into a PDF. Allowing the document to be changed when circumstances change, and with the right permission, provides a significant advantage. The limitation is that circumstances can change, but the document cannot.

[0207] Figure 101 illustrates the flowchart associated with a PI creating a long-term permission. At F, an intervention is indicated whereby if any field is not filled in a manner considered safe for work according to predefined requirements, the user will be prevented from continuing the application further and prevented from performing the work. This is shown in the screenshots of Figures 102 to 106, in particular, in Figure 103, which shows the intervention wording 'Sorry - you cannot proceed'.

[0208] Figure 107 illustrates the checks performed by the system in 5 to ensure that the user submitting the permission is authorized. Once the permission is submitted, the permission terms are locked in 7 and recorded with a timestamp, and the permission data is distributed in 8, which is shown in detail in Figures 108 to 112. Again, if circumstances change, such as an actor withdrawing, Petition 870200141284, dated 09 / 11 / 2020, pp. 60 / 71 55 / 57 unexpectedly, the permit can be changed to accommodate the change in circumstances, without the need to issue a new permit, which is what happens in current systems. For example, a substitute worker can be added to a permit by the PH.

[0209] If the permit has an intervention, then once the conditions are safe and the permit has been updated with the new safe working conditions and submitted, the new permit will also have its terms locked and registered with a new date and time stamp.

[0210] Figures 113 to 119 show the flow and screenshots that occur once the PH receives and signs permission; the permission team receives and signs permission.

[0211] Figures 120 to 121 illustrate the validity of a permit as described earlier in this document.

[0212] Figures 122 to 125 illustrate the flow and screenshots of how a permission that is about to expire can be extended. There is an implicit or explicit unlocking step. Permission extension action buttons will only be available before the permission expires. Post-expiration action buttons will not be displayed.

[0213] Figures 126 to 129 illustrate how a permission can be closed. Figures 130 to 133 illustrate how the permission team can be added to a permission.

[0214] Figures 134 to 137 illustrate how a PI can be transferred from within a permit.

[0215] Figures 138 to 140 demonstrate how a PI that has transferred a permit (new permit issuer) can reject the transfer.

[0216] Figures 141 to 143 illustrate how a new permission issuer who has received a permission is able to accept the transfer of the permission.

[0217] Figures 144 to 145; Figures 146 to 147, and Figures 148 to 150 show the transfer of a permit holder; the new permit holder rejects the transfer; and the new permit holder accepts the transfer, respectively.

[0218] Figures 151 to 158 illustrate a permission issuer that creates a permission in relation to short-term permissions. In particular, in Petition 870200141284, dated 09 / 11 / 2020, pages 61 / 71 56 / 57 Figures 153 and 155 show an intervention similar to the creation of a long-term permit. In F in Figure 153, the intervention is indicated, and an example of wording is shown in Figure 55: 'Sorry - you cannot proceed'. Figures 159 to 164 illustrate the submission of a short-term permit by a PI. Again, the permit terms are locked once all checks have been completed, and the permit terms are recorded with a date and time stamp. The updated permit data is distributed to the relevant users. Similarly, the permit holder then signs the short-term permit, as shown in Figures 165 to 168, followed by the permit team, readiness and gas testers as shown in Figures 169-172.

[0219] If the short-term permit has an intervention, then once the working conditions are safe and the permit has been updated with the new safe working conditions and submitted, the new permit will also have its terms locked and registered with a new date and time stamp.

[0220] The process of validating a short-term permit is illustrated in Figures 173 to 174, and the termination of a permit is illustrated in Figures 175 to 177. As with long-term permits, short-term permits can also have a team added to the permit, as shown in Figures 178 to 181.

[0221] The recording of a gas test is illustrated in the flowchart in Figures 182 to 185. In particular, in Figure 182 in 4A an intervention is illustrated, which prevents the gas test recording from occurring if the required responses have not been received.

[0222] The team's time record is illustrated in the flowchart in Figures 186 to 189. The possibility of recording the time and putting it on standby is illustrated in Figures 190 to 193.

[0223] Figures 194 to 198 illustrate a user creating a Take 5. In particular, Figure 194, in E, indicates that interventions will occur if the fields are not filled in according to the predefined responses for safe working conditions. This is similar to long-term and short-term permission interventions. Figure 197 illustrates the intervention 'Sorry - you cannot proceed'. Petition 870200141284, dated 09 / 11 / 2020, pages 62 / 71 57 / 57

[0224] Figures 199 to 202 illustrate the submission of a Take 5 by a user. Intervention and ID checks are also present in the Take 5 submission as shown in 1B in Figure 199.

[0225] The present disclosure is intended to explain how to model and use various modalities in accordance with the technology rather than to limit the true, intended, and just scope and extent thereof. The foregoing description is not intended to be exhaustive or to be limited to the precise forms revealed. Modifications or variations are possible in view of the foregoing teachings. The modalities have been chosen and described to provide the best illustration of the principle of the technology described and its practical application, and to enable an individual with ordinary knowledge of the art to utilize the technology in various modalities and with various modifications as are appropriate to the particular use contemplated.All modifications and variations fall within the scope of the invention as determined by the appended claims, as may be amended during the pendency of this patent application, and all equivalents thereof, when interpreted in accordance with the scope to which they are reasonably, legally and equitably entitled. Petition 870200141284, dated 09 / 11 / 2020, pp. 63 / 71

Claims

1 / 7 CLAIMS 1. Method for providing a document to a user of a mobile computing device, comprising the steps of: A) identifying (1412) a user of the mobile device (1020, 1022, 1024); B) receiving one or more jobs that the user is allocated from a data repository (1004) on the mobile computing device (1020, 1022, 1024); C) receiving (1414) an input to the mobile computing device (1020, 1022, 1024) to select a job from the received jobs; D) receiving an input to the mobile computing device (1020, 1022, 1024) to receive a function (1308, 1306) from the identified user in relation to the selected job from the data repository (1004); H) provide one or more actions (1512, 1516, 1520) to the user for selection when displaying the actions on the mobile device (1020, 1022, 1024); I) receive (1422d) an input to the mobile computing device (1020, 1022, 1024) as a selection of one of the actions;J) transmit the selection from the mobile computing device (1020, 1022, 1024) to one or more other devices of other users; wherein the transmission of the selection initiates the selected action to one or more other devices and to impose a ban (1522) that blocks the selection of one or more actions related to the selected action by other users of one or more other devices until the selected action is completed; K) track the selected action and determine when the selected action is completed with the mobile computing device (1020, 1022, 1024);L) when the action is completed, transmit an unlock communication (1526) from the mobile computing device (1020, 1022, 1024) to one or more other devices (1020, 1022, 1024) so ​​that one or more other devices (1020, 1022, 1024) remove the prohibition (1526) that blocks the selection to allow users of one or more other devices to be able to select other actions related to the selected action; Petition 870260047381, dated 05 / 19 / 2026, page 8 / 24 2 / 7 characterized in that, between step (D) and step (H), it additionally comprises the following steps: E) receive an input for the mobile computing device (1020, 1022, 1024) to select a document type (14, 20); F) retrieve a template of the selected document type (14, 20) from the data repository (1004) on the mobile computing device (1020, 1022, 1024) according to the selected job and the selected document type (14, 20);G) Display the template document on the mobile computing device (1020, 1022, 1024) for the user.

2. Method according to claim 1, characterized in that it further comprises: providing one or more actions (1512, 1516, 1520) to the user that are ordinarily available for selection when displaying the actions on the mobile computing device (1020, 1022, 1024); receiving a blocking communication (1522) from a remote system on the mobile computing device (1020, 1022, 1024) when a related action is initiated; blocking selection of at least one of the actions on the mobile computing device (1020, 1022, 1024) until the related action is completed; receive an unlock communication (1526) from the remote system on the mobile computing device (1020, 1022, 1024) indicating that the related action is completed and then the mobile computing device (1020, 1022, 1024) removes the lock thus allowing a received input to be used as a selection of one of the actions.

3. Method, according to claim 1 or 2, characterized in that it further comprises: identifying (1412) a mobile device user (1020, 1022, 1024); receiving one or more jobs that the user is allocated from a data repository (1004); selecting (1414) a job from the received jobs; Petition 870260047381, dated 05 / 19 / 2026, p.9 / 24 3 / 7 receive a function from the identified user in relation to the selected work from the data repository (1004); select a document type (14, 20); retrieve a template of the selected document type (14, 20) from the data repository (1004) according to the selected work and the selected document type (14, 20); display the template document (1426) to the user; submit the document when transmitting the document from the mobile computing device (1020, 1022, 1024) to the data repository (1004); prevent the document from being changed unless the function received from the user is of a function type that allows a change to the document.

4. Method, according to any one of claims 1 to 3, characterized in that it further comprises: retrieving a completed document from the data repository (1004) according to the selected job and the selected document type (14, 20); displaying the completed document (1426) to the user; allowing changes to be made to the document and the changed document to be submitted to the data repository (1004) when the user has received the role that is of a role type that allows changes to the document; prohibiting the mobile computing device (1020, 1022, 1024) from making changes to the document when the user has received a role that does not allow changes to be made to the document.

5. Method, according to any one of claims 1 to 4, characterized in that it further comprises: receiving one or more inputs from the user to answer questions in the document with the mobile computing device (1020, 1022, 1024); receiving on the mobile computing device (1020, 1022, 1024) and from the data repository (1004) expected responses indicating safe working conditions; Petition 870260047381, dated 05 / 19 / 2026, page 10 / 24 4 / 7 verifying that each response received from the user corresponds to the respective expected response received by the mobile computing device (1020, 1022, 1024) by comparing the received inputs and the expected responses; indicate that working conditions are unsafe if one or more of the verified responses do not match the expected responses when displaying the indication on the mobile computing device (1020, 1022, 1024).

6. System comprising a processor configured to perform the following steps: A) select a job (1414) to be performed by a person in possession of a portable device (1020, 1022, 1024); B) download job-related information to the portable device (1020, 1022, 1024), including information such as job-required permissions, job implementation plans, job-related risks, and equipment used in connection with the job; C) display a corresponding cue for selection from each of the following: information regarding job-required permissions, information regarding job implementation plans, information regarding job-related risks, and information regarding equipment used in connection with the job; D) receive a selection of one of the cues from the portable device (1020, 1022, 1024); H) provide one or more actions to the user for selection;I) receive a selection of one of the actions; J) transmit the selection (1414) from the portable device (1020, 1022, 1024); wherein the transmission of the selection initiates the selected action and imposes a prohibition (1522) that blocks selection of one or more actions related to the selected action by other users of one or more other devices until the selected action is completed; K) track the selected action and determine when the selected action is completed; Petition 870260047381, dated 05 / 19 / 2026, p. 11 / 24 5 / 7 L) when the action is completed, transmit an unlock communication (1526) from the mobile computing device (1020, 1022, 1024) to one or more other devices (1020, 1022, 1024) so ​​that one or more other devices (1020, 1022, 1024) remove the ban that blocks the selection to allow users of one or more other devices (1020, 1022, 1024) to be able to select other actions related to the selected action;characterized by the fact that the processor is additionally configured to, between step (D) and step (H), execute the following steps: E) display on the portable device (1020, 1022, 1024) at least a portion of the downloaded information according to the received selection; F) receive input to the portable device (1020, 1022, 1024) relevant to the use of the displayed information in relation to the person's work performance; G) upload the input from the portable device (1020, 1022, 1024), through which a record of the use of the displayed information in relation to the person's work performance is able to be stored.

7. System according to claim 6, characterized in that the processor is additionally configured to: provide one or more actions to the user that are ordinarily available for selection; receive a blocking communication (1522) from a remote system when a related action is initiated; block selection of at least one of the actions until the related action is completed; receive an unlock communication (1526) indicating that the related action is completed and then allow selection of one of the actions.

8. System, according to claim 6 or 7, characterized in that the processor is additionally configured to: Petition 870260047381, dated 05 / 19 / 2026, page 12 / 24 6 / 7 prevent the uploaded input from being changed unless the user has a function that allows a change to the uploaded input.

9. A system according to any one of claims 6 to 8, characterized in that the processor is additionally configured to: allow changes to be made to the uploaded input and submit the changed uploaded input when the user has a function that allows changes to the uploaded input; prohibit changes from being made to the uploaded input when the user has a function that does not allow changes to be made to the uploaded input.

10. System, according to any one of claims 6 to 9, characterized in that the processor is additionally configured to: receive from a data repository (1004) expected responses indicating safe working conditions; verify that each input received represents a response received from the user that corresponds to the respective expected response received; indicate that working conditions are unsafe if one or more of the verified responses do not correspond to the expected responses.

11. Method, according to claim 1, characterized in that the imposition of the prohibition that blocks the selection of one or more actions comprises operating in a manner that does not allow the application to perform one or more actions that a user would otherwise be able to perform, said operation being on a temporary basis until the unlock communication is received at which point the prohibition is removed and the selection of one or more actions is able to be made.

12. A method according to claim 11, characterized in that performing one or more actions that a user would otherwise be able to perform includes providing an action button for each of the one or more actions that can be performed, where pressing the button initiates the respective action; Petition 870260047381, dated 05 / 19 / 2026, page 13 / 24 7 / 7 and operating in a manner that prevents the application from performing one or more actions includes disabling the initiation of the respective action if the button is pressed.

13. A method according to claim 12, characterized in that if a button is pressed and the start of the respective action is deactivated, the method further comprises displaying a message indicating that the respective action cannot be performed.

14. System, according to claim 6, characterized in that the imposition of the prohibition that blocks the selection of one or more actions is carried out by the processor and is additionally configured to operate in a manner that does not allow the application to perform one or more actions that a user would otherwise be able to perform, said operation being on a temporary basis until the unlock communication is received in which the prohibition is removed and the selection of one or more actions is able to be made.

15. A system according to claim 14, characterized in that performing one or more actions that a user would otherwise be able to perform comprises the processor being additionally configured to provide an action button for each of the one or more actions that can be performed, wherein pressing the button initiates the respective action; and operating in a manner that prevents the application from performing one or more actions comprises the processor being additionally configured to disable the initiation of the respective action if the button is pressed.

16. System, according to claim 15, characterized in that if a button is pressed and the start of the respective action is deactivated, the processor is additionally configured to display a message indicating that the respective action cannot be performed. Petition 870260047381, dated 05 / 19 / 2026, pp. 14 / 24

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