3 Ways Digital Apps Help with HVAC Invoices

Posted on by GoCanvas Team

3 Ways Digital Apps Help with HVAC Invoices

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Running an HVAC business today means you need to be prepared for the unexpected. One opportunity to unlock productivity and modernize your operations is by leveraging digital HVAC invoices. This category of software is easy-to-use and highly configurable to your unique business needs. Continue reading this blog post to learn how digital apps can help you maximize your business growth and minimize your risk.

Why Go Digital with HVAC Invoices?

The reason to switch from paper invoices to digital forms is the need to scale your business growth and productivity. Take for example Allied Air. Their HVAC company found that paper forms were slowing down their field technicians, resulting in manual work and inaccurate data. By eliminating paper forms and moving to digital HVAC invoices, the company has seen an increase in their operational efficiency.

Beyond just HVAC invoices, technology is being used to help companies do more with less. HVAC project management software is helping solve for many of the major headaches for HVAC businesses today – including things like dispatch, estimates, invoices, work orders, and much more. With tools to manage your operations and improve your customer service, here are three reasons why it makes sense to switch from paper forms to digital HVAC invoices.

1. Ensure Accurate Billing

One of the key benefits of moving from paper forms to digital apps is the ability to access accurate inventory information in real-time from the field. For example, a field technician would have the ability to access detailed information about parts and up to date pricing. All of this can be done from a mobile device or tablet, bringing information from a database directly to a technician on site.

For HVAC invoices, this means that when a technician fills out an invoice for a customer, they can easily choose the correct parts they want to add to the bill instead of having to look it up in a catalog book or guess what the price of the part is. All this data can tie back to an inventory management system to ensure trucks are always stocked with the right parts to complete the job.

By connecting information between the field and office, you can work toward more accurate billing and ensure that information is synced in real-time to everyone that needs it.

2. Receive Payments Faster

Another reason to go digital with HVAC invoices is to receive payments faster. When dealing with paper forms and invoices, this often means factoring in the travel time back to the office. Because this involves manual processes, billing to customers may be delayed and payments slowed down. 

When HVAC companies move to digital apps for invoices it allows billing to happen much faster. Billing can be done on a daily basis and customers can get accurate bills within minutes of completing their HVAC services since everything is processed automatically. This can help increase cash flow and it simplifies the process for customers. With the option to integrate HVAC invoices with digital payment processing, customers that want to pay via a credit card can sign off on work and payments right away.

3. Automate Manual Work

The final benefit of digital HVAC invoices is the time saved by eliminating manual processes. One common pain point for businesses today is the manual and time consuming processes involved when dealing with paper work and accounting tasks. Going digital allows you to automate this work and free up time for your staff.

With digital apps, you can automatically create and send HVAC invoices. Some apps will even offer integrations so you can connect to your QuickBooks or other accounting systems. Some companies have reported this has helped to speed up payment collection by up to 35%.

Integrating data systems and automating work allows you to get paid faster and avoid tedious tasks. By going digital, you can simplify your workflows around invoicing and you can keep your forms up to date on your products, services, and customer lists.

The ultimate goal with going paperless is to keep your teams synced between the field and the office. With synced data, your team in the field won’t have to worry about inputting that info every time they arrive for a job. And your team in the office will get data updated in real-time without having to rely on manual data entry.

Get Started for Free with GoCanvas HVAC Invoice Software 

GoCanvas is a leading provider of work process software for the HVAC and field service industry. We help companies to do more with less, by eliminating manual processes and helping HVAC companies get more work done faster.

HVAC companies rely on GoCanvas to scale their business growth, improve customer service, and increase productivity between the field and office. If you’re interested in learning more about how digital HVAC invoices work, be sure to schedule a demo of GoCanvas or sign up today for your free trial.

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About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Your Guide to Punch Lists [+ Templates]

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Posted on by GoCanvas Team

Your Guide to Punch Lists [+ Templates]

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Construction projects require many detailed processes to close out work to a client’s satisfaction. Even with all the best intentions and preparation, things can be overlooked and oversight can happen during different phases of construction. Final repairs or improvements often need to be made to sign off on the final project by all stakeholders. Punch lists are designed to spot any mistakes or incomplete work left on the project and identify the final measures needed to close out the work. This article will discuss the meaning of a punch list and how digital forms can help simplify the process for everyone involved.

What Is a Punch List?

A punch list is a list of outstanding or incomplete work. They are used by property owners and managers, as well as contractors and subcontractors, to ensure all remaining items have been taken care of before a project is considered complete.

For example, if you have just had your home painted, the contractor might specifically note on a punch list that some windows are not properly caulked and need to be re-done. The contractor will not sign off as being finished until those items have been addressed and corrected.

Punch lists don’t have to be limited to construction sites. They can also serve as a helpful checklist during property inspections or move-in/move-outs.

What Is The Purpose of a Punch List?

The primary purpose of a punch list is to identify any tasks that were not completed on-site or on time (for example, installing insulation). However, it may be more about identifying “material” oversights. That is any missed steps that will likely not be completed at all or can be corrected later in the job.

The list also prevents these oversights from being repeated in future jobs. For example, the construction company could update their materials list to include the measurements of bricks they should use for insulation installation. Or maybe cut out other tasks that are likely to fail or cause problems.

Typically, a contractor or subcontractor will also use a punch list as the last step in completing a job. Final walk-throughs, meetings with clients, etc., might also be held before the punch list is finalized.

Who Fills Out a Punch List?

On average, four or more people will likely contribute to the punch list. They include the following:

  • Contractor: The contractor or subcontractor is typically responsible for the punch list.
  • Architect: The architect will inspect the site and create a list of changes to be made, in addition to noting any problems with the actual construction.
  • Site manager: The site manager has been on-site throughout the project and knows what work is incomplete and what needs to be addressed.
  • Homeowner/Client: The homeowner or client will contribute any changes to their original request or ideas about what still needs to be done.

It is essential for these people to be involved in creating a comprehensive punch list because everyone who has spent time working on the project should be aware of what still needs to get done. They know what has gone right, and more importantly, they know what has gone wrong.

Combining everyone’s experiences increases the chances that everything will get completed or at least identified for later (or corrected if possible). This is especially important when different companies are involved in the same construction project or if the person responsible for completing a punch list is not on-site.

How Do You Write a Punch List?

The specific format of a punch list can vary, but it will generally contain some or all of the following items.

  • An overall description of the project that includes the name or purpose of the project, date range, and the start/finish dates
  • A section indicating the room (e.g., balcony, living room, entry way)
  • A section with itemized tasks to be completed on-site. Each item on a punch list will be identified by a number. The list should be detailed enough to easily be understood by someone who did not manage the project (for example, a new client).
  • Space for comments about the problems and what still needs to be done.

The list is then given to the client or project manager for review and approval.

A Punch List Example

A punch list could contain dozens or hundreds of individual items. However, here is one example of what a punch list could look like:

Item 1 – Painting on the north wall needs to be refreshed due to cracking.

Item 2 – The west stairwell needs to be re-caulked

Item 3 – The HVAC units need to be re-insulated

Item 4 – The garage door needs its inspection sticker

Item 5– Drywall cracks around outlet in the kitchen

Item 6 – Hole in exterior wall needs to be filled and painted

Item 7 – Ceiling paint is missing in one bedroom

Why Is It Called A Punch List?

Originally, punch lists were small paper forms that were punched with a series of holes. Each hole was used to indicate the status of an individual item.

For example, if the punch list indicated that an item had been completed, the worker would place a metal stamp over one hole in the form. If they skipped an item, the punch list would have two holes. When used correctly, it was easy to see at a glance if an item had been addressed or missed.

The name became famous because of this method of “punching” holes in paper forms. While paper forms are sometimes used today, more companies are switching over to digital forms to simplify the process and bring this important report online to the cloud.

Why You Should Go Digital With GoCanvas Punch List Templates

There are several ways in which using digital punch lists can be beneficial for your business.

  • Instant reports available online. There’s no need to print and distribute physical copies of the list. It can be completed, signed-off, and sent electronically rather than having everyone on-site re-write it out or wait for a paper form to come back around.
  • Include photos for more detailed reports. You can also use mobile forms to quickly enter any missing items, attach photos to explain the problem, and even provide notes about what needs attention or how it should be addressed.
  • Collect signatures and collaborate. After you’ve made sure everything has been noted on the punch list, you can send it back to them for approval or forward it to your client’s project manager.

Get Started for Free with GoCanvas Punch List Templates

GoCanvas can be used to create digital punch lists for your business. Our pre-built templates are built with industry best practices in mind and make it easier than ever to get everyone on the same page quickly without wasting paper or time. 

Modernize your operations with punch list templates, along with the other important construction management software like work orders, inspections, safety forms, and more. Visit our website to learn more about GoCanvas for the construction industry or sign up for a free trial account today.

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About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Guide to Media Release Forms [+Templates]

Posted on by GoCanvas Team

Guide to Media Release Forms [+Templates]

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Many industries rely on release forms to protect their businesses from legal liabilities. Being on the wrong end of a legal suit can be costly and a huge distraction for a business. Release forms are widely used by the professional services industry to help protect the company’s interests in case of a dispute. This article covers what you need to know about media release forms for photography, video, and other forms of media. We will cover how you can manage these legal documents digitally using mobile forms and templates to get you started.

What Is a Media Release Form? 

Also known as a general release, a media release form is a legal document that shields you from legal liability when undertaking a given project. It’s written consent or formal acknowledgment that the person signing it relinquishes their legal rights to the project’s materials. A release binds the releasee to the terms outlined within an agreement, giving you the creative latitude you need with your business project. 

A release ensures that an actor, model, or a participant may not require you not to use footage after a change of heart. Or someone asking you to remove an image or a scene they’re featured in because it’s not flattering enough. Or the location where you shot a project decides they don’t want to be in it anymore. 

What Types of Organizations Need Media Release Forms?

Release forms are a standard fixture in the creative sector. They’re by photography, film, music, documentary, and radio companies to ensure they wholly own the rights to any content they capture. It’s a bulletproof way to ensure the people taking part in a project don’t lay a legal claim to some of the material.

What is the Purpose of a Media Release Form?

Release forms help you avoid legal troubles that could result if a subject in your project were to withdraw their consent to use some material in your project. Without a release form, someone in your photos, footage, or audio clip could change their mind and forbid you from using that part of the footage. 

If that were to happen, you’d need to restructure your entire project to accommodate their demand. That could often delay or derail your project, leading you to incur huge inconveniences or expenses. For instance, using a subject’s image or likeness could trigger legal proceedings and land you in hot water. 

When Do You Need a Media Release Form?

You need a release form if any image, footage, or audio clip in your project is likely to be used commercially. In this context, commercial intent implies money-generating activities. These could include creating sales or promoting a product, idea, or event.

If there’s a remote chance of monetizing the content of your project, you’re better off getting the participants and the subjects to sign a media release form. It’s better to have a signed document and not need it than to need one, but you can’t trace the people in the picture or video footage. 

You may not need a signed release form when capturing images or footage for editorial purposes. That is when they accompany a journalism piece or a news article. However, the distinction between editorial and commercial use can get blurry. Hence, you must distinguish the limits when licensing a project. For instance, an image with a group of people is fair game for a fashion magazine covering an event from a journalistic perspective. 

However, if the magazine used the same image to advertise the venue hosting the event, or the company hosting the event, that’d amount to commercial use. With a signed media release form, you could monetize the image or footage, and both you and the people involved could make some money. 

You also need to consider if the people or the property appearing in the image or footage are identifiable. Although what’s identifiable is a grey area, you can drill it down to a simple question. Can someone familiar with the property or person in your project identify them? If so, you should get the subject or property owner to sign a release form. 

How Do You Write a Media Release Form?

There are many digital templates available online that you can use for media release forms. These templates can be used as a starting point for your business and you can customize them based on your needs or the advice of a lawyer. Consulting an attorney can help you ensure that your release form covers all bases. 

For a release form to successfully protect your business, it must be legally enforceable in court if it comes down to it. Some of the crucial information in a release includes: 

  • Name of the parties involved, i.e., releasor and releasee
  • Detailed information about the project 
  • Explicit information of the permissions granted 
  • Any special considerations, including payment obligations or credit, if any.
  • A space for all parties to sign

Get Started with GoCanvas Media Release Form Templates

Looking for a digital template to use as your media release form? GoCanvas can help you manage all of your release form documentation online through our secure cloud-based platform. Share documents, collect signatures, and manage the entire process using a mobile device or tablet – even without internet connection. 

Designed with the professional services industry in mind, we offer a waiver and release app that is made specifically for professional photographers and photography studios. This app template outlines the conditions of the release, including the legal rights for usage and reproduction rights for images, voice, and videos. You can customize the form based on your unique business needs using our easy-to-use software for mobile forms.

If you’re looking for a different type of release form, GoCanvas has thousands of additional templates you can find in our online app store. Contact our team for more information or sign up today for a free trial.

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About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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Free Equipment Checkout Form Templates

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Posted on by GoCanvas Team

Free Equipment Checkout Form Templates

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Construction job sites require workers to use heavy equipment, tools, and other important assets. Keeping track of your equipment is an essential part of the job and having processes in place helps ensure equipment is well managed.

Some companies choose to manage this process with simple equipment checkout forms on site using paper. But paper forms are not always ideal for growing businesses that need to establish documented processes for tracking equipment and inventory checkout. Instead of relying on paper forms, construction firms can use mobile apps and forms for easier management and visibility into job site operations.

Continue reading this article to learn how mobile forms can be used for managing the equipment checkout process.

Why do you need a digital equipment checkout form?

Printable checkout forms using paper have a few disadvantages. Here are some of the top reasons to consider going paperless:

Paper forms can be easily lost or corrupted

Unfortunately it can be very easy to misplace or lose important forms when using paper. When managing assets like equipment, issues with paper work can lead to valuable things potentially becoming lost or misplaced.

Companies looking to simplify inventory management and asset tracking have gone the way of digital apps that make it easy to keep track of checkout and equipment forms. Since records are stored digitally to the cloud (even without an internet connection), you can be sure that forms are never lost and are easily accessible from anywhere.

The other downside with paper forms is that sometimes information is not filled out entirely, leaving off important details on the form. This can require you to track down the information later on or deal with incomplete data. Mobile apps help to ensure that data is filled out correctly every time, with required fields, drop-down lists, GPS tracking, and other features that promote standardized data.

Printable forms provide limited visibility in real-time

Digital apps also provide a better system to work between job site and office. While paper forms tend to become siloed, information stored to the cloud is easy to report on and track from anywhere.

For equipment management, this means your team has greater visibility across multiple job sites and information can be tracked in real-time. This can save time for everyone involved and provide a better solution for documenting and reporting on equipment being used for construction projects. Bringing information online can help to streamline tasks and improve workflows between disparate teams and locations.

GoCanvas Equipment Checkout Form Templates – Start Your Free Trial

GoCanvas is a leader provider of mobile apps for the construction industry, helping contractors worldwide to streamline their operations. Our mobile forms are completely customizable to your business needs, providing an easy-to-use platform for managing how work gets done. GoCanvas offers many pre-built form templates for the construction industry, like our equipment checkout form.

Key benefits of this app:

  • Equipment log that is designed to keep track of tools and other assets securely from a centralized platform for contractors
  • Ensure you know where heavy equipment and rentals are being used, helping to avoid lost tools and costly replacements
  • Customize what information is collected, from name of the tool, serial number, date and time, condition of the equipment, and more.
  • Collect digital signatures to provide an electronic record 
  • Sync to analytics and reporting tools to easily run reports or export them to PDFs to share via email.

Sign up for a free trial to see how mobile forms can simplify tasks like equipment checkout, inspections, work orders, and much more. Looking for something else? Search thousands of pre-built form templates on the GoCanvas App Store.

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About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Learn more
Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

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GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

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Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

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Creating a Competitive Advantage with Software Built for the Field

Posted on by GoCanvas Team

Creating a Competitive Advantage with Software Built for the Field

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Providing the best possible customer experience is a top priority for companies in the service industry. Embracing digital technology like apps and software is one way to create a competitive advantage and modernize your field operations.

The field service industry encompasses many different types of companies, from residential service providers, utility businesses, transportation and logistics companies, and much more. 

All of these companies rely on a segment of their workforce that operates in the field. Because employees are dispersed across different locations, it creates unique business and operational challenges to manage.

The category of field service management software has grown in popularity for companies that need to improve workflows and share information between the field and office. In this article, we will cover how field service software works and how it can help enable data-driven decision-making. Don’t miss out on our upcoming virtual discussion in January, where we will cover this topic in more detail and share real-world examples of how data analytics can impact your business operations.

Building a Business Case for Field Service Management Software

Building a business case to invest in software always means changing from the status quo. Historically, companies have relied on paper-based forms, Excel spreadsheets, and other types of manual processes to capture information from the field. 

Because of how time-consuming these processes can be for everyone involved, it’s easy for operational leaders to recognize the need for investment in technology and make the business case for software solutions. For field service companies, building a business case is typically tied to these two operational challenges: 

Difficult to scale and grow with manual processes

Most companies realize they need field service management software when they reach a level of business growth where it becomes too difficult or costly to scale efficiently. For example, a field services company is poised for growth but is, unfortunately, running into several common challenges like:

  • Time-consuming paperwork or manual processes done in spreadsheets and email
  • Inefficient scheduling and challenges assigning work
  • Slow billing cycles
  • Difficulty collaborating between field and office

All of these issues can become a drain on productivity and can even impact the customer experience negatively. When the paperwork and manual processes become too difficult to manage, companies look to software to help automate how work gets done.

Limited visibility into business operations

Another challenge for companies becomes the lack of visibility into their business operations. When data is difficult to access, it can become a labor-intensive process to roll information up for reporting. 

Missing or incomplete data is common in these scenarios when data is not collected in a standardized fashion, resulting in data quality concerns. Getting to useful reporting may take days or even weeks to pull together, making it difficult to inform decisions on time. 

Field service management software solves these challenges by ensuring best practices are followed for data capture and then providing the tools needed for data integration and business analytics. Continue reading to learn how GoCanvas works both in the field and in the office.

How GoCanvas Works for Field Service Management

Companies are moving to field service management software to set their business up for success. Here is a brief explanation of how software tools like GoCanvas help the field service industry:

Quality data capture in the field

GoCanvas allows field service companies to design mobile forms that can be completed from a tablet or phone by technicians on job sites. Since no internet connection is required, employees can easily open the GoCanvas app and see the tasks they have been assigned and the forms they need to complete. Other key features include:

  • Image capture to document photos and include them in reports
  • Signature capture to digitally sign off on work and collect customer approvals
  • Automatic calculations to ensure math is performed correctly for billing
  • GPS locations to confirm the exact locations of technicians and job sites
  • Barcode scanning to look up inventory or equipment
  • Mobile payments to seamlessly integrate payment functionality 
  • Data integrations to pre-populate information from other databases, like a CRM system 

GoCanvas helps with data capture by making sure quality data is captured and stored securely as digital records to the cloud. This saves time in the field and enables teams in the office to have real-time visibility.

Workflow tools for the office

Data collection is one component of using field service software. The other component is providing tools to help streamline processes for employees in the office with features designed to improve workflows and data sharing. 

With GoCanvas, managers in the office can easily build custom forms, assign work to be completed by employees, and report on information using analytics. Here are some of the key features:

  • No-code app builder to easily create and edit mobile forms with a drag-and-drop builder
  • Branded reports that are generated automatically and can be emailed as PDF documents 
  • Dispatch features to assign work and tasks to employees in the field
  • Workflow tools when approvals are required or multiple people need to collaborate on the same form submission
  • Data integrations to connect information from GoCanvas with the many other cloud-based systems your business already uses
  • Analytics to build custom dashboards and reports within GoCanvas 

GoCanvas provides the workflow tools needed to simplify how work is accomplished in the field. By connecting the field and the office using software, information is easily accessible for reporting purposes. 

GoCanvas helps organizations operationalize their data. Instead of siloed data in spreadsheets or paper forms, information is available to be summarized into trends that inform decisions. Continue reading for an example of how one GoCanvas customer leverages the software in action to save their business time and money.

Software in Action – How TE3CO Saves Time and Money

TE3CO provides mission-critical pressure relief technology and services to customers across the oil & gas industry. They employ a highly-trained and capable workforce of field technicians and engineers.

Before working with GoCanvas, TE3CO relied on spreadsheets and emails to manage their ticketing process but found the system difficult and time-consuming to track. They partnered with GoCanvas to ultimately help them:

  • Minimize rework & ensure accuracy by automating data entry
  • Streamline data collection through one database
  • Identify bottlenecks & improve process efficiency with data analytics 
  • Spend less time on reactive admin tasks, allowing more time to focus on proactive growth strategy 

Now that TE3CO has implemented GoCanvas to help with field operations and management, they’re able to save time and money by eliminating manual processes and having data that’s accessible for decision-making. 

John Kovac, Technology Integration Manager at TE3CO, explained that “there’s so much that you can do when you have the proper information to know that you’re running your company properly and that you’re charging properly and taking care of your customers properly.” Leveraging software built for the field, TE3CO has found they’re able to:

  • Free up 20-30 man-hours/month
  • Save ~$60,000/year in resource efficiency
  • Identify leading indicators in 10 minutes vs. three days
  • Track tickets in real-time
  • Reduce billing time

Software for the field service industry has the potential to make a significant impact on overall efficiency and productivity. Ensuring data is consistent, standard, and accessible can enable organizations to make more informed decisions. 

To learn more about field service software and to hear from TE3CO, make sure to register for the upcoming discussion on January 13th at 1 pm ET. We will dive deeper into the topics covered in this article, and there will be time for you to ask questions during the live Q&A. Follow this link for more information and a link to register.

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About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

business people discussing project

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Learn more
Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

Watch VIDEO
Closeup of a handshake.

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

View integrations

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

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How To Prepare for an OSHA Safety Inspection

Posted on by GoCanvas Team

How To Prepare for an OSHA Safety Inspection

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Plenty of owners of small- and medium-sized businesses find the prospect of having an Occupational Safety and Health Administration (OSHA) inspection scary, especially since the agency is now inspecting businesses from bakeries and liquor stores, to construction companies, tire stores, and performing arts companies.

But you can be ready for OSHA.

Knowing what to expect, and using some easy-to-use technology, can help even small- and medium-sized businesses without large safety budgets feel like they are equipped if OSHA comes calling. This article will cover four steps you can take to prepare for OSHA inspections, and avoid fines and violations.

  1. Understand OSHA’s inspection priorities and most-cited hazards
  2. Develop safety checklists unique to your business
  3. Put an OSHA inspection plan in place
  4. Know what to do on inspection day — and after

OSHA inspection planning is critical for almost every type of business. Continue reading this article for our guide to OSHA Safety Inspections.

1. Know OSHA’s Most-Cited Hazards

While OSHA doesn’t break down its more than 70,000 or so annual inspections by industry, it does offer a list of its top 10 most-cited violations. Think of these as “trouble spots” you should concentrate on addressing. In 2020, these were the top 10 most frequently cited standards by OSHA. 

  1.     Fall Protection—General Requirements (§1926.501): 5,424 violations
  2.     Hazard Communication (§1910.1200): 3,199 violations
  3.     Respiratory Protection (§1910.134): 2,649 violations
  4.     Scaffolding (§1926.451): 2,538 violations
  5.     Ladders (§1926.1053): 2,129 violations
  6.     Lockout/Tagout (§1910.147): 2,065 violations
  7.     Powered Industrial Trucks (§1910.178): 1,932 violations
  8.     Fall Protection—Training Requirements (§1926.503): 1,621 violations
  9.     Personal Protective and Life Saving Equipment—Eye and Face Protection (§1926.102): 1,369 violations
  10.     Machine Guarding (§1910.212): 1,313 violations

Three out of the top 10 most-cited violations — fall protection, scaffolding, and ladders — involve construction standards. Not surprisingly, the construction industry remains among the industries most frequently inspected by OSHA.

How does OSHA choose when and where to conduct an inspection?

The agency can’t possibly inspect all 7 million workplaces that it covers. Here is how OSHA decides where to go:

  • Referrals or tips. Hazard information reported by government agencies, nonprofits, the media, and individuals often prompts an investigation.
  • Employee Complaints. Employees can request anonymity when filing complaints and such allegations often warrant OSHA follow-up.
  • Follow ups. OSHA frequently conducts follow-up inspections to previous visits, so stay prepared.

2. Develop Unique Safety Checklists

OSHA may have issued you a “checklist” when you opened your business, but that’s just a starting place.

That’s because the agency’s inspectors additionally develop their own policies for specific industries via the “General Duty” clause. They can then use it to cite workplaces for violations of regulations that aren’t written down. And they do it. It’s clear that as a business owner, you can’t simply follow OSHA’s safety checklist and take a nap.

You’re responsible for creating and maintaining your own safety checklists and procedures specific to your industry and workplace – and then for keeping those checklists up-to-date and following them.

To create your checklist:

  • Start with what OSHA delivered to you
  • Take a look at the most cited violations list
  • Inspect your workplace to find any other potential violations that might likely occur
  • Create more than one checklist – one for the front office, and other for the primary worksite itself

Then get employees from each area to take turns checking for and recording any hazards they encounter on a regular basis – some items only monthly, others every day. (You’ll want to develop safety inspection calendars to guide inspection efforts in each area.)

Let Technology Help You

Now, this is where mobile application technology comes in.Moving from paper checklists to mobile apps, which can be customized to your company’s unique and varying needs, can make your OSHA compliance efforts much easier and more effective.With mobile checklists, you:

  • Enter data in real time and that data is not only stored in the cloud, but can be immediately shared with a supervisor or manager, minimizing response times
  • Create a variety of inspection checklists for various tasks and sites – all accessible from a smartphone or tablet
  • Update your mobile apps as OSHA guidelines evolve and change to reflect changes and immediately deploy the information across your organization
  • Your mobile checklists are not only more flexible than the paper versions, ensuring that your business is in compliance with the latest regulations, but employees will never again have to drag around a big binder while doing a self-inspection or making copies of paper checklists.

Mobile data will also offer insight into:

  • What are your common problem areas?
  • Which of your safety procedures are redundant?
  • Which employees are completing safety checks regularly?
  • Which team members are wearing the proper protective clothing and equipment?
  • Which employees are safety leaders? Safety violators?

3. Put an OSHA Inspection Plan in Place

Now that you’ve made your checklists and safety self-inspection calendars, you have to prepare for the inevitable:the day an OSHA inspector shows up. What happens and what do you really need to be ready for?

Create a plan

First, you need to put together a day-of-inspection plan. Doing so will give you some control over the OSHA inspection, make a good impression on the inspector, and – most importantly – result in fewer violations. Assemble an inspection team, including:

  • Representative from management. A member of senior management or your dedicated safety officer. He or she is charged with recording everything that happens, making decisions about where and what the inspector can observe, and answering questions.
  • Photographer. Always photograph everything the OSHA inspector photographs.
  • Document controller. To have access to all the documents the inspector might request. This is where mobile form apps are extremely useful. Your document controller will be able to access everything he or she needs with a few swipes of a tablet.
 

Prep the team in advance

Due to changing priorities and regulations, OSHA may shift its focus to any business or industry at any time. It’s important to prepare your team in advance and here are a few tips:

  • Practice Interview Questions. Prep your team for likely employee interviews and understand your rights. They should answer questions specifically and truthfully, but not volunteer any additional information.
  • Hold Surprise Inspections. Try to make these mock inspections as true to an OSHA inspection as you can. Get pushy: For instance, “demand” documents that your team members aren’t supposed to give up.
  • Create Mobile Checklists in Advance. Use mobile checklists to help you prepare for OSHA inspection day. Besides self-inspection checklists, mobile apps can help you create your inspection plan, manage “surprise” inspections, and organize all those regulatory documents.

Make sure you understand what rights your team has if the OSHA inspector arrives and be sure to test your team’s knowledge in advance.

4. How Software Can Help Your Business with OSHA Compliance

No matter how well you prepare, OSHA might find something that you need to correct. But with proper preparation, you’ll be much less likely to be cited for serious violations. Most importantly, you’ll have a strong system in place to keep your employees safe and free from workplace hazards.

By tapping into the power of mobile apps and cloud-based technology, you can ensure that your business is more than ready to welcome OSHA inspectors when they come calling.

Use Mobile Forms Apps to Stay Violation-Free

By using mobile apps to create safety checklists, analyze your business’ safety program and trouble spots, and implement corrective action, you’ll avoid injuries and safety violations — keeping you off OSHA’s radar in the first place.

GoCanvas has a wide variety of OSHA mobile apps that can help make your business safer. Get in touch to find out how cloud-based data collection can take your OSHA compliance efforts to an entirely new level.

Why GoCanvas for OSHA Compliance?

GoCanvas has a wide variety of OSHA mobile apps that can help make your business safer. Get in touch to find out how cloud-based data collection can take your OSHA compliance efforts to an entirely new level. 

Easy-to-use software. Creating checklists to inspect and regularly record hazards and correct them can keep you clear of fines. Making those checklists mobile keeps data at hand and accurate.

Accessible documentation. Mobile apps ensure that the appropriate people have access to important documents in real time and employees know their roles in case of an audit.

Improve safety compliance. In the majority of cases, OSHA’s inspections are not announced in advance. You have to be prepared at all times and mobile apps like GoCanvas can help to ensure compliance and lower your risk.

Sign up for your free trial of GoCanvas today or contact our team to learn more about GoCanvas for Safety Compliance.

3 Key Benefits of Software for Mobile Forms

Still not sure about moving to software for capturing form data? Here are some of the key outcomes companies have seen when implementing software platforms for mobile data:

  • Increase Productivity. Mobile forms can improve annual productivity by 28% and show an ROI in 6 months.
  • Cost Savings. A company can lose hundreds of hours in manual data entry. Mobile forms save an average of $40,000 in year one.
  • Lowered Risk. Companies that implemented mobile form software report that they have reduced their risk and liability by 18%
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About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Understanding Workplace Safety Hazards: What Employers Need to Know

Posted on by GoCanvas Team

Understanding Workplace Safety Hazards: What Employers Need to Know

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While the pandemic has brought mainstream attention to worker safety issues, workers and employers in many industries, such as construction, field services, manufacturing, and transportation/logistics, have long grappled with common workplace hazards. Not only do firms have a vested interest in keeping their employees safe from worksite risks, but the federal Occupational Safety and Health Act (OSHA) also requires them to do so. 

However, despite OSHA being the law of the land for more than 50 years, some employers still lack comprehensive safety management plans that address and mitigate the risk of common workplace hazards. Without such a plan, workers (and potentially customers) may be at risk of illness or injury. Further, their employers face potentially stiff financial, legal, and reputational consequences.

What are workplace hazards?

A workplace hazard is a workplace activity or condition that creates the potential for mental or physical harm. Employers are responsible for remediating workplace hazards that they know about or should have known about and keeping a log of all workplace injuries and illnesses that have occurred at the workplace. The Occupational Safety and Health Agency is tasked with inspecting worksites to ensure that employers provide workplaces free of hazards, and it takes enforcement actions when they are not.

What are the different types of hazards?

While the Act covers specific and detailed General Industry safety standards (as well as those for the Agriculture, Maritime, and Construction industries), OSHA’s general duty clause is broader. It requires employers to ensure their worksites are “which are free from recognized hazards that are causing or are likely to cause death or serious physical harm to his employees.” While the list of hazards the Act covers is significant, they can generally be divided into the following categories:

Safety hazards

Safety hazards are workplace activities or conditions that can result in accidents or cause injuries. The list of possible safety hazards is considerable, but common examples include employees:

  • Being provided with broken mechanical or electrical equipment
  • Navigating slippery or cluttered floors
  • Working on insecure scaffolding or not having appropriate fall protection equipment
  • Working inside buildings with a single entrance/exit or blocked fire exits
  • Working schedules that are impossible to fulfill without cutting corners, among others

Biological hazards

These workplace safety hazards can stem from exposure to dangerous materials, such as healthcare and lab workers’ exposure to infectious diseases, or a food processing employee’s exposure to animal materials, in a day’s work. However, biological hazards can also result in all workplaces from neglect, such as in mold occurrences. 

Chemical hazards

Chemical hazards can also result from exposure to dangerous substances and compounds as part of a worker’s routine duties. Employers must ensure that equipment is in working order, employees are provided personal protective equipment (PPE), and that chemicals are handled in well-ventilated places, among other safety measures, to mitigate the risk of injury/illness from a worker’s exposure to chemicals. Employers are required to provide Safety Data Sheets for anyone that manages chemicals in the workplace.

Physical hazards

Workers in certain industries often face a variety of physical hazards. Construction workers may deal with excessive noise, while manufacturing workers may face elevated temperatures. Or an employee at a nuclear plant may deal with radiation exposure. Employers must minimize the risk of employee injury from these and other types of physical hazards.

Ergonomic risk factors

Another type of hazard concerns physical activities that may result in injury. For example, a worker who must repeatedly perform heavy lifting puts themselves at risk for musculoskeletal injury, as would an employee who performs repetitive injuries. Employers should examine processes and workflows that create this type of risk and provide tools, or even automation, to minimize ergonomic risks. 

How to identify hazards in the workplace

Safety-conscious employers can identify workplace hazards through regular inspections of their worksites, equipment, and operations. It’s best to document these inspections to help ensure the appropriate remediation takes place. 

It’s also recommended that employers speak with frontline workers about workplace safety hazards, as they will likely identify some that managers miss. Among other areas of potential danger, employers should examine:

  • Clutter
  • Use of electrical, chemical, or biological materials and equipment
  • Equipment maintenance and operation
  • PPE inventory and suitability
  • Work scheduling and processes
  • Emergency plans and evacuation procedures
  • Fire safety measures

These areas are just a sampling of workplace elements where hazardous conditions may be found. In addition to seeking input from workers, it’s also often advisable for employers to use services from third-party safety experts to help identify all potential workplace safety hazards.

How to prevent hazards in the workplace

Performing regular workplace safety inspections is one way to prevent hazardous conditions. Another tool is training. Employers should ensure that workers at all levels have the fundamental training they need to perform their duties safely and receive regular refresher training that helps keep their skills up-to-date. Further, workers should also be well-versed in their employer’s internal safety practices and procedures to help prevent hazards.

Employers should also encourage a safety-oriented workplace culture. Workers should not only have an outlet to provide health and safety-related feedback, but they should also be actively encouraged to do so. In unionized environments, formal mechanisms, such as labor-management health and safety committees, may be established by contract or past practice. However, all workplaces, union and non-union alike, should establish a mechanism for workers to identify potential hazards without fear of retaliation.

Another way to prevent workplace hazards is by establishing a workplace health and safety management plan.

The benefits of a health and safety management plan

When employers develop a comprehensive health and safety management plan, employers can greatly mitigate the risk of worksite illnesses, injuries, and deaths. They can also save themselves considerable money in the process. When a safety incident occurs at work, the company may be liable for damages from the victim/family or, if the incident stemmed from an OSHA violation, from the Agency. Employers lose the services of an employee, reducing overall productivity. And their insurance premiums may also go up as a result.

But by drafting a plan that includes provisions for workplace hazard prevention, assessment, and remediation and employee training (from leadership on down), employers can avoid high financial costs, productivity reductions, legal consequences, and bad press.

Using GoCanvas to identify hazards and ensure a safe workplace

When incorporating GoCanvas into their workplace health and safety plans, employers don’t need to rely on expensive third-party consultants for periodic assessments. Instead, they enjoy continuous access to a robust safety application that helps employers and employees collaboratively identify workplace safety hazards and incidents in real-time, reducing paperwork and saving time and money in the process. GoCanvas’ robust platform allows you to take advantage of pre-formatted forms for specific industries and use cases or build your own, tailored to your unique business.

Interested in learning more? Try GoCanvas for free or contact us for more information today.

Sign up for a free trial today and see how GoCanvas can impact your business.

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About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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A Guide to Stop Work Orders for Contractors

Posted on by GoCanvas Team

A Guide to Stop Work Orders for Contractors

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Dealing with paper-thin margins and tight schedules is not the only nightmare for a contractor on a project. A minor violation of the building code can force a stop work order, leading to extended timelines, expensive penalties, and more customer frustrations. This article covers what you should know about stop work orders and we share how easy-to-use construction jobsite management software can better manage contracts and work orders.

What Is a Stop Work Order in Construction?

A stop work order (SWO) is a legally binding instruction given to a contractor, asking them to suspend all work on a project. The order may be given by word of mouth, but it’s only enforceable when confirmed in writing. Stop work orders may apply in any project with a written contract, but they’re more common in the construction industry. When issued, the contractor should cease all project-related activities immediately.

What Are Common Reasons for a Stop Work Order?

When a project fails to comply with the building code, the authorities can issue a stop work order. The orders also help to solve payment disputes, and they can help reduce the extent of damage in breach of contract. Here are more reasons why you would get served with one:

  • Failure to comply with workers’ compensation regulations
  • Using unlicensed contractors
  • Violating environmental protection laws or use of hazardous materials at the construction site
  • Failure to follow the Occupational Health and Safety Act
  • Any other activity considered illegal according to the regulations

Who Can Issue a Stop Work Order?

The authorities and anyone who’s part of the contract can request a stoppage. Government agencies will recommend a work stoppage for noncompliance with the regulations. Sometimes a project may move according to plan, but the requirements change midway, forcing modifications that might need government approval. A stop work order can also help when a client or contractor disputes when one party changes the agreed terms and substantially alters the final product. Workers can also ask for suspension of operations to resolve a payment dispute. 

What’s Included in a Stop Work Order?

A stop work order will describe everything that needs to be suspended and provide clear instructions on fixing it. Here is what you can expect to find in the document:

  • Details of the activities suspended. It could be a section of the works or the entire project.
  • Clear instructions on the corrections needed. For example, the authorities can order a contractor to obtain a permit for renovation work before continuing with the project.
    • Resolution: The SWO should provide the steps for work resumption should the contractor make corrections that meet the requirements.
    • Termination: If it seems like no amount of rectifying will resolve the problem, like when the project owner and contractor have irreconcilable differences, the stop order should outline the steps for termination.
  •  The SWO should also explain the penalties for non-compliance. They could include consequences like prosecution, civil fines, termination of the contract, and others.

What Types of Stop Work Orders Exist?

Not all stop work orders require you to abandon the construction site completely. The authorities might issue a full or partial stoppage depending on the potential impact of the issue at hand. 

  • In partial SWO, you will halt some activities and continue with the rest of the work. For example, a partial PWA can be issued to make you address the safety issues of a section of your construction as you continue working on other sites.
  • A full SWO stops the entire operation. It’s usually used when it’s found that you need to address serious issues affecting your entire project, like a change in technical specifications or non-compliance with regulations.

What Should You Do When You Receive One?

A stop work order may cause unnecessary delays and possible prison time for legal noncompliance. You also don’t want to spend your time fighting legal battles for money that could have been more useful in your project. 

Here’s what you need to do when you get an order to halt operations:

  1. Stop working immediately, or you could face serious penalties from the authorities.
  2. Contact the issuing authority to seek further clarification if you need to.
  3. Review the issues raised to confirm any violations. Contact your lawyer if you feel the order was raised unfairly.
  4. Determine the cost and extent of the work needed to make corrections. You can decide whether termination makes more sense than continuing the project.
  5. Create a work plan and fix the issues.
  6. Start the process of having the order by requesting an inspection of the work done. Sometimes the SWOs are lifted by the expiration of time.
  7. Pay the fines if you have to and resume your project.

What Are the Penalties for Not Following a Stop Work Order?

You should brace yourself for heavy fines and penalties from the authorities if you decide to ignore a stop work order for noncompliance. Across many states in the US, civil penalties start to accumulate from the first day you violate the SWO, building up to a hefty sum that you might struggle to pay. Noncompliance may also bring criminal charges, not forgetting the time spent sitting in courts or dispute resolution sessions.

What is an Example of a Stop Work Order?

A stop work order will be very specific to the violations in your project.  State departments and city authorities can issue stop orders for many reasons. For example:

Failure to Comply With City Zoning Regulations

  • Unsafe activities at a job site, for example, a tunneling project with extremely loose soil above ground
  • Extreme modifications going against what was previously approved for a project

A project owner who wishes to have similar powers to halt operations should ensure that they include a stop work order clause in the contract.

How Do You Resume Work?

Stop work orders are costly to the project, and contractors should prioritize resuming normal operations as fast as possible. Work may start again when the order is canceled, expires, or the authorities send a written notice to continue working. 

Here’s what you need to do if you want to lift the order quickly:

  • Handle the corrections immediately. The best solution is to clean up your mess as soon as possible to avoid penalties and further delays.
  • Request for re-inspection from the issuing authority. It’s going to be thorough, so ensure that you’ve done a pretty neat job this time.
  • Pay the applicable fines.

Preventing Stop Work Orders From Disrupting Your Construction

Running a construction project is a tough job, and it would be regrettable if a stoppage should get in the way of meeting your schedules. It is always a good idea to comply with all the building codes and environmental regulations in your area. Try to maintain good relations with all of the stakeholders in your project. 

Ensure that you document everything, and it might help in your defense should you run into legal troubles. However, all this is easier said than done, and you may benefit from having construction management software to keep up with all the requirements.

What is Construction Management Software?

Construction management software is designed to integrate with different aspects of construction work like contract management, threat analysis, stock management, cost management, client management, task management, and much more. 

Construction management software can help contractors at different levels to keep tabs on every part of the project, helping them with compliance, avoiding contract disputes, and curbing illegal or substandard work.

Benefits Managing Construction Contracts and Work Orders With Software

As a contractor or project manager, you will have a much easier time navigating SWO-related issues when you have software to help manage work orders, contracts, inspections, and similar workflows between the field and office. 

For example, you will have all your contracts in one place where they’re easily accessible, and you can track and avoid changes that might cause a stop work order. Here are some of the benefits of using software for construction:

  • Planning. It’s much easier to staff your project and equip them with the right tools when you have effective planning software. Having the right people doing the work with equipment that serves them sufficiently lowers the chances of doing substandard work and accidental injuries caused by insufficient tools. 
  • Communication. Effective stakeholder engagement is one of the most critical roles for any project manager. However, poor communication is one of the biggest hindrances, and it causes many contractual disputes. The major challenge is how to process the tons of information coming in from different sections and share it effectively with the owners, the workers, and the authorities. The software provides timely alerts and useful communication tools like reports and analytics that you share with the stakeholders as needed. 
  • Documentation. Imagine being unable to trace your safety reports or having a hard time accessing your building permits. Document management can be one of the hardest things to do, and software keeps everything in one place so you can focus on your deadlines instead of paperwork.
  • Safety. Incorporating software into your construction project brings more awareness to safety-related issues. They can help you identify possible risks and plan for safety guidelines to minimize worksite injuries and stop work orders.
  • Monitoring. Construction management software gives you more eyes over the project, making it easy to keep everyone accountable for their work and monitor your operations from anywhere. Greater visibility into your field operations can allow you to spot issues, trends, and other information that can be difficult to report on without the help of digital technology.

Software To Manage Contracts & Work Orders

GoCanvas provides an easy-to-use platform for managing your contracts, work orders, inspections, safety programs, quality control, and much more. Contact our team to schedule your demo.

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About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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Guide to PPE for Construction Safety

Posted on by GoCanvas Team

Guide to PPE for Construction Safety

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Though it’s almost impossible to remove all hazards on a construction site, one effective way to keep employees safe is the use of PPE. PPE is essential on construction job sites when there is no other way to remove the risk or hazard. Continue reading to learn more about PPE and what types of risks workers exist for workers on construction sites. The article will explain an introduction to PPE and workplace hazards, and we will explain how software can help manage construction safety programs and inspections.

What is PPE?

PPE is short for Personal Protective Equipment. It includes all devices that employees use to prevent risks in the workplace. PPE protects against injuries to the eyes, head, skin, lungs, and ears. 

Some examples of Personal Protective Equipment for construction safety include:

  1. Gloves
  2. Shoes
  3. Safety glasses
  4. Earmuffs
  5. Vests
  6. Coveralls
  7. Full bodysuits
  8. Respirators
  9. Hard hats

Why is PPE important?

PPE becomes essential after exhausting other measures of risk prevention. Personal Protective Equipment limits exposure to objects or chemicals that can cause harm to workers on the construction site. OSHA (Occupational Safety and Health Act) requires employees to wear PPE whenever necessary.

What hazards exist in the workplace?

A workplace hazard creates room for potential harm to the workers. Though employers are responsible for removing these hazards, employees should have a keen understanding of workplace safety hazards. OSHA agents may carry out routine inspections of construction sites to ensure site managers comply with safety requirements.

While construction safety is non-negotiable, common hazards in the workplace include:

  • Safety hazards
  • Biological hazards
  • Chemical hazards
  • Physical and ergonomic hazards

Safety hazards

Safety hazards are conditions or activities in the construction area that cause accidents, injuries, or death. Some actions or scenarios that constitute safety hazards are:

  1. Walking on slippery floors.
  2. Using a faulty working tool.
  3. Standing on an insecure scaffolding.
  4. Absence of fall protection equipment.
  5. Working in a poorly ventilated environment.
  6. Tight working schedules.
  7. Working in buildings with no alternative entrance and exit.

Chemical hazards

Chemical hazards expose a worker to direct contact with a harmful liquid. Construction site managers must provide workers with the correct equipment and put all measures to prevent leakage of chemicals. All employees that handle chemicals should have Safety Data Sheets for routine inspection and reports. 

Biological hazards

Biological hazards can come from exposure to viruses, bacteria, infected animals, or humans. A typical example is a Covid-19 pandemic. To prevent the spread of Covid-19 in the workplace, workers should adhere to WHO guidelines for wearing PPE.

Physical hazards

Construction workers face noise problems and should wear earplugs to prevent harm. Employers must enforce the use of PPEs to reduce the risk of employee injury from physical hazards.

Ergonomic hazards

Excessive physical activities also expose workers to the risk of injuries. A worker who often lifts heavy objects or fails to use the correct object carrying-posture risks skeletal injury. Employers should provide work tools and switch to automation processes to limit ergonomic risks. 

What are the types of PPE?

Types of PPE fall under the category of protection. PPE includes helmets, goggles, boots, safety harnesses, reflective dress, gloves, earplugs, etc. Employers must assess the risks in the job site and provide a suitable PPE. 

Use of PPE for construction safety should be for:

  • Head protection
  • Hands protection
  • Feet and leg protection
  • Face and eye protection
  • Hearing protection
  • Lungs protection
  • Skin or body protection

Head protection

All construction sites require head protection. While employers remove hazards, workers need to wear the correct helmets. Conditions for adequate head protection include:

  • Ensuring the helmet is in good condition. If the headgear is faulty, throw it away while the employer replaces it.
  • A helmet should fit comfortably on the head. And the size should match the individual.
  • Head protection equipment should not prevent someone from wearing earplugs.
  • Only buy headgear from a reliable supplier.

Foot or leg protection

Construction workers must wear protective footwear on the job site to prevent foot injuries. A suitable foot PPE comes equipped with steel toecaps to protect the wearer from falling objects, and it should also protect against puncture wounds from sharp objects.

Ear protection

Construction workers experience high noise levels, which could lead to ear damage. Noise level and duration of exposure are the most significant risk factors for hearing issues. For example, there could be damages if the duration of exposure is short, but the noise level is high. Hence, workers should wear hearing protection that matches both duration of exposure and noise level.

Ear protection must protect without preventing the use of a helmet. Employers must train workers on PPE applications to ensure absolute construction safety. Possible options for ear protection devices include:

  • Earplugs
  • Semi-insert caps
  • Canal caps
  • Earmuffs

Face and eye protection

Eye and face protective devices prevent dust, gas, flying metals, liquid splashes, gas, and sun glare. The selection of eye protection must match the task and fit the worker; otherwise, wearing it becomes useless.

PPE for facial protection are:

  • Goggles
  • Safety glasses
  • Face shields
  • Visors
  • Face screens

Respiratory protection

Construction workers require protective devices that prevent the inhalation of dust, vapors, and gasses that damage the lungs. Like face protection, it’s essential to select a lung-protective device that fits the user and the intended purpose. If there’s no shrug fit of the respiratory PPE, use enough seal to boost protection levels. 

Examples of respiratory protection are:

  • Respirators
  • Filtering face-pieces
  • Fresh-air hose
  • Breathing apparatus
  • Powered respirators

Skin and body protection

Workers on construction sites also deal with harmful dust and chemical splashes. Employees should wear disposable coveralls or aprons that can withstand fluid hazards.

What does OSHA require for PPE?

PPE promotes construction safety by reducing exposure to hazards in job locations. OSHA states that PPE should pass safety standards for design and construction. Other OSHA requirements are:

  1. PPE must be easy to maintain, clean, and store.
  2. Should provide a comfortable fit
  3. PPE must be reliable, effective and encourage the worker to use

What PPE is needed for COVID-19?

Construction workers are at risk of contracting Coronavirus in the workplace, hence gear up. For prevention of Covid-19, the employer shall provide the following kits where applicable:

  • Gloves
  • Face shields
  • Googles
  • Non-surgical masks
  • N95 masks
  • Gowns

Who is required to pay for PPE?

The employer is required to cover the costs of purchasing the PPE for employees. Besides, the employer is responsible for each worker’s training on the use of the specific PPE free of charge. Each employee must demonstrate a proper understanding of the use and maintenance of the PPE. Where necessary, the employer is responsible for retraining the workers on PPE applications.

What are PPE inspections?

PPE Inspections are regular checks performed by companies to ensure total compliance to OSHA and construction safety standards. Pre-use PPE inspections help detect devices’ problems, exposing employees to hazards.

Inspections help identify issues with the equipment before an accident happens. Completing an inspection checklist can confirm whether the PPE is suitable for use or not. Sometimes, cleaning a protective device is all that is needed to put it into shape. But it’s also reasonable to shelve an item that performs below standard.

PPE inspections are an important part of construction safety and regular PPE inspections ensure the devices function as intended. PPE inspections can also be performed during an OSHA inspection, and employers should make sure to prepare for an OSHA safety inspection by creating a clear inspection plan. 

How can you provide safety training for PPE to employees?

As mentioned earlier, employers must train employees on PPE. Such training sessions can be individually or in groups, and they must address the hazards, selection, and use of the PPE. How the employer delivers the safety talk can determine its effectiveness, and the address cannot create positive results if only given to satisfy OSHA requirements.

Consider the following tips for practical safety training for PPE to employees:

  • Present the talk and not read – the presenter should understand the subject and speak in a practical tone. Be clear when speaking and avoid mumbling.
  • Choose competent presenters – A foreperson or supervisor with rich experience in safety should deliver the talk. Junior employees will take the program seriously when a superior engineer presents the safety talk.
  • Bar all distractions – Hold the talk in a serene environment.
  • The talk must be straightforward as it addresses the worker’s safety.
  • Make your topic concise.
  • Avoid generic talk that could distract the employees.
  • Use props where available
  • Document the safety training session

Benefits of managing safety programs with software 

Analyzing safety programs and creating safety checklists with mobile apps can prevent accidents to employees. The use of software can make your construction site safer and keep your business in compliance with OSHA’s directives. 

GoCanvas offers practical and easy-to-use OSHA mobile apps to enhance your OSHA’s compliance efforts.   Get in touch to learn how managing safety programs with software is essential for maintaining construction safety standards.

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About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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What is HAZOP Analysis?

Posted on by GoCanvas Team

What is HAZOP Analysis?

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Reducing workplace hazards as much as possible ensures the health and well-being of your employees, and also prevents the costly repairs, lawsuits, and lost reputation that can come from a safety-related incident. One of the key methods of proactive hazard control is Process Hazard Analysis (PHA). In fact, OSHA finds PHA to be such an important step that it’s required as part of their standards. This article covers one of the components of PHA, Hazard & Operability Analysis (HAZOP) and digital templates you can use for your organization.

What is HAZOP?

Identifying risks means taking a systematic look at the way processes and operations work – both the way they are intended to work and the ways in which they work in practice. A Hazard & Operability Analysis is one way of doing that. During a HAZOP study, your team will break down the process or operation into smaller segments and examine each one for potential hazards. 

The goal of a HAZOP is to discover design and engineering issues that may lead to hazards. These issues are often overlooked during an initial design phase because everything is assumed to go according to plan. By bringing in a multi-disciplinary team, a broader view of the process can be had. Unintended ways in which the process or operation may be performed can be found, and any hidden hazards discovered before they have a chance to cause a catastrophe. 

To understand the concept better, let’s take a look at a simple example. Imagine you have some complex process. Your HAZOP team has broken that process down into many tiny portions, called nodes. Imagine further that one of those nodes involves pumping coolant from a storage tank to a piece of machinery. The team would then identify all the ways in which this process may go wrong. For example:

  • Perhaps the pump stops pumping. What hazards does an overheating machine cause?
  • Maybe the pipe carrying the coolant bursts. Will the escaping coolant burn someone?

These types of questions are asked and answered about every aspect, or node, of the process.

Who should be a part of a HAZOP analysis?

Picking the right people for a HAZOP team is extremely important. In fact, if you pick the wrong people, you may be better off doing no HAZOP analysis at all. The purpose of a HAZOP study is to provide your staff with peace of mind regarding the safety of the process and operations they engage in. Further, HAZOP analysis provides the groundwork for preparing employees for dealing with the potential hazards that are discovered. If the staff performing the HAZOP is incomplete, or isn’t qualified, then everyone will be ill-prepared for potential hazards and have a false sense of security while on the job.

Therefore, it’s important that the team you assemble to conduct a HAZOP study is well-qualified in their particular area of expertise. However, it’s equally important that you bring in people from a variety of disciplines. The strength of a HAZOP study comes from being able to view the process outside of the bounds in which it was designed. This requires as many perspectives as possible. 

How do you perform a HAZOP study? 

Once you’ve assembled your team and determined which process or operation they’ll be conducting their HAZOP study on, the process itself is straightforward and highly systematic. The team should conduct their study by following the six steps listed below:

1. Identify nodes

Each part of the system should be broken down into the smallest possible component. Each of these components, or nodes, should then be examined individually. Performing the study in this way ensures that all aspects of the system will get a thorough review.

2. Use guide words to identify deviations

Guide words are the heart of a HAZOP study. For each of the guide words listed below, think of how it may apply to the node of the process being studied. In order to do this effectively, the parameters of the node should be determined and compared to the list of guide words. Custom guide words may be developed as the team sees fit.

  • No or not – Something is not happening that should be.
  • More – There is more of something than there should be.
  • Less – There is less of something than there should be.
  • As well as – Something else is happening in addition to the intended design: Oil as well as impurities.
  • Part of – Only part of the process is operating as expected.
  • Reverse – A process is behaving opposite of what is expected.
  • Other than – A substitution has occurred: Something other than oil in the system.
  • Early – A part of the process arrives or finishes early.
  • Late – A part of the process arrives or finishes late.
  • Before – A part of the process arrives or finishes before another one.
  • After – A part of the process arrives or finishes after another one.

3. Identify the causes of those deviations

By applying the guide words to all of the parameters of a node of operations, your team will have identified the ways the parameters may be off. Now, they must brainstorm to determine all of the conditions that could lead to these parameters behaving incorrectly. By doing so, they’ll have identified many of the ways that hazards can develop. 

4. Determine the consequences

For each of the causes in the previous step, the team should figure out what the consequences of those causes are. This is an important part of determining exactly what safety hazards are presented by the problems. 

5. Identify safeguards

For any consequence that presents a safety hazard, the team should determine a list of safeguards that can help prevent that hazard from occurring. Additionally, they should come up with a procedure for dealing with those consequences should preventing them not work. 

6. Provide safety recommendations 

Finally, the team should assemble a list of safety recommendations based on the safeguards and mitigation procedures that they developed in the last step. This will give management the tools they need to make informed decisions about what changes need to be made to the processes, operations, and training surrounding them. 

Using software for safety and risk management 

Using paper forms is time-consuming, error prone, and makes it difficult to quickly distribute the results to everyone who needs them. Companies are going digital with their operations, leveraging tools like GoCanvas Safety  that is built to meet the complex needs of hazard management. Data entered into the mobile app becomes immediately available and can be presented in an easy-to-understand dashboard. The software allows you to examine key metrics from the data to determine trends and gain insights that will let you find and address hazards more quickly. By digitizing your safety management programs, you help ensure that your business stays compliant with rules and regulations in your industry.

Simplify Hazard Analysis with GoCanvas

Built-in to GoCanvas Safety is a set of templates that will make your hazard identification studies more streamlined and thorough than ever before. This includes not only templates for HAZOP, but for a wide range of hazard identification use cases. These tools and templates make specialized hazard and safety software a must-have for any operation that wants to maximize its hazard-reduction efforts.  Follow this link to access the HAZOP form template and get started today with a free trial of GoCanvas to see how it works.

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About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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