Monitoring and analyzing safety risk metrics

  • Release version: Xanadu
  • Updated July 6, 2025
  • 3 minutes to read
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    Summary of Monitoring and Analyzing Safety Risk Metrics

    The Risk Management tab in the Health and Safety dashboard offers an interactive platform for monitoring safety risk metrics. It provides real-time insights into inspections, job safety analyses (JSAs), and various risk categories, enabling proactive trend identification and swift response to safety issues, thus enhancing workplace safety across the organization.

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    Prerequisites

    • Ensure that the Health and Safety Risk Management and Health and Safety Incident Management applications are installed.
    • Run the [OHS] Safety Metrics scheduled job to update metrics on demand; this job runs daily by default.
    • Required roles include snohsim.manager or snohsim.agent to access the dashboard, and snohsim.admin, paadmin, and uibuilderadmin for editing capabilities.

    Accessing Metrics

    To access the Health and Safety Incident Management metrics, navigate to Workspaces > Health and Safety Workspace and select the Risk Management tab. For a high-level summary of key risk metrics, use the Highlights tab.

    Metrics and Cards

    The metrics displayed on the Risk Management tab depend on user access. Key metrics include:

    • Inspections:
      • Overdue inspections: Count of overdue safety inspections.
      • Upcoming inspections: Count of current inspections with a one-week trend.
      • Open Inspections: Active inspections categorized by digital or paper format.
      • Inspection findings: Open safety findings and trend visualization.
    • Job Safety Analyses (JSAs):
      • Completed JSAs: Count and trend of completed analyses.
      • Most common hazards: Chart displaying common hazards from JSAs.
      • JSA job types: Count of multi-step and single-step jobs.
    • Hazards and Risk:
      • Hazards by risk category: Count of active hazards grouped by category.
      • Open risk assessments: Count of open safety assessments and trend visualization.
      • Chemicals by consequence: Count of chemicals categorized by their consequence levels.

    Customizing Widgets

    Widgets in the dashboard can be customized using the UI Builder to display relevant metrics tailored to specific needs.

    The Risk Management tab of the Health and Safety dashboard provides a comprehensive and interactive view for monitoring and analyzing safety risk metrics. By providing real-time insights into inspections, job safety analyses (JSAs), and various hazard and risk categories, it enables you to proactively identify trends, respond swiftly to emerging issues, and continuously enhance workplace safety across all organizational levels.

    For any selected period and location, you can drill down into detailed data for granular visibility for risk mitigation strategies.

    Risk Management tab showing safety risk metrics in the Health and Safety dashboard.

    Prerequisites

    Required roles

    • sn_ohs_im.manager or sn_ohs_im.agent, needed to see dashboard home page. The metrics on the Risk Management tab are dependent on the user's access to that table.
    • sn_ohs_im.admin and the following roles, to edit the dashboard:
      • pa_admin, to edit the Performance Analytics (PA) components used in the dashboard.
      • ui_builder_admin, to edit the dashboard visualizations that are built using the UI Builder.

    Access the Health and Safety Incident Management metrics

    Navigate to Workspaces > Health and Safety Workspace and select the Risk Management tab on the Health and Safety dashboard.
    Note:
    To view only a high-level summary of key risk metrics such as the open risk assessments or overdue inspections, select the Highlights tab.

    Metrics on Risk Management tab

    The availability of cards and metrics in this tab depends on the user's access to the table where the data comes from.
    Table 1. Inspections section
    Card Description PA indicators
    Overdue inspections Count of safety inspections that are open past their survey due dates.

    Select the card to view a complete list of these open inspections.

    None
    Upcoming inspections Count of open safety inspections that day and a one-week trend.

    Select the card to further drill down and visualize data, for example, see trend over different time aggregation of data.

    Health & Safety - Open Inspections
    Inspection types Number of active safety inspections with bars counting digital and paper type inspections.

    Select an inspection format in the graph to view a complete list of active inspections of that type.

    None
    Inspection findings Count of open safety inspections' findings that day including a trend line.

    Select the card to further drill down and visualize data, for example, see trend over different time aggregation of data.

    Health & Safety - Inspection Findings
    Table 2. JSAs section
    Card Description Indicators
    Completed JSAs Count of completed JSAs and a trend line.

    Select the card to further drill down and visualize data.

    Health & Safety - Completed JSAs
    Most common JSA selected hazards Chart of the most common hazards that are selected on JSAs.

    None
    JSA job types Number of JSA jobs with bars of counts of multi-step and single step jobs.

    Select a job type in the graph to view a complete list of jobs of that type.

    None
    Table 3. Hazard and risk section
    Card Description Indicators
    Hazards by risk category Count of active hazards in the system grouped by their risk category.

    Select a hazard in the bar graph to view a complete list of active hazards of that type.

    None
    Open risk assessments Count of open safety risk assessments that day with a trend line.

    Select the card to further drill down and visualize data.

    Health & Safety - Open Risk Assessments
    Chemicals by consequence Count of chemicals based on the Consequence level in the chemical record.

    Select a consequence type column in the bar graph to view a list of active chemicals of that type.

    None

    Customizing widgets

    You can customize the widgets in the dashboard to display relevant metrics by using the UI Builder. For more information, see UI Builder tutorial.