PDI Safety Platform

A connected safety, risk, claims, and compliance command system.

Built for people who understand field safety and operational risk, the platform brings prevention, documentation, compliance, and loss analysis into one full-cycle safety operating system.

Feature / Benefit Overview

For leadership, Safety, Fleet, field supervision, claims review, and external stakeholders evaluating risk controls.

Reduce lag between field events and management visibility

Keep OSHA, claims, fleet, and inspection records connected but governed

Support prevention with leading indicators, not only after-the-fact loss data

Create defensible documentation for leadership, clients, carriers, and regulators

What the platform does

Connects leading indicators, field documentation, compliance records, and loss outcomes.

The value is not a single form or report. It is the continuity between field conditions, documented controls, verified incidents, OSHA decisions, claim cost drivers, fleet readiness, training records, and leadership reporting.

Inside the app

Privacy-safe module screenshots using generic names and sample records.

These brochure panels show the working style of the live app: KPI cards, guided forms, evidence rows, status indicators, review queues, and print-ready reporting without exposing actual employee or claim data.

Module View

Executive Dashboard

Risk snapshot and source-backed KPIs

TRIR

1.8

DART

0.6

Open Claims

12

1

Cause of loss by incurred cost

2

OSHA rate trend

3

Inspection activity by month

Module View

Incident Reporting

Field intake with photos and structured context

Type

Near Miss

Site

Project 104

Photos

3

1

Condition observed by Crew A

2

Immediate action documented

3

Supervisor review pending

Module View

Inspection Wizard

Checklist, findings, controls, and follow-up

Step

4 / 6

Pass

28

Fail

2

1

Traffic control setup - Pass

2

Excavation access - Photo required

3

Assigned correction - Foreman

Module View

Claims Management

Financial status, recovery, documents, and closure

Claim

WC-1042

Status

Open

Recovery

Review

1

Total incurred and reserve position

2

Generic claimant: Team Member A

3

Document folder and activity log

Module View

Fleet Compliance

Unit readiness and annual inspection controls

Unit

TRK-214

Status

Current

Due

32 days

1

Annual reinspection required

2

Repair certification complete

3

Out-of-service exceptions

Module View

OSHA & Smart Reporting

Defensible compliance records and print-ready summaries

Recordable

Yes

DART

No

Hours

Verified

1

Reviewed OSHA case decision

2

Annual rate denominator applied

3

Board-ready visual report section

Risk visibility

Executive Safety Dashboard

Turns inspections, incidents, OSHA logs, claims, fleet status, and field activity into a single operating picture for leaders who need to see where risk is building.

  • KPI views for TRIR, DART, frequency, EMR, claims, and inspection activity
  • Loss and cause-of-loss analysis tied to actual operational records
  • Year-based filtering and source drilldowns for defensible review

Fast intake

Public Incident Reporting

Gives employees, supervisors, and field contacts a simple public reporting path for the events that matter before details disappear.

  • Employee injury, auto accident, near miss, property/utility strike, regulatory contact, and stop-work reporting
  • Photo-supported documentation from the field
  • Consistent intake fields that support later review, claims, and OSHA decisions

Mobile front door

Field Home

Creates a field-ready launch point for inspections, field walks, reports, and safety workflows without forcing crews through administrative screens.

  • Designed for mobile use and quick field navigation
  • Keeps active safety actions close to the work
  • Supports consistent use from jobsite to office

Controlled observations

Site Inspections

Standardizes inspection quality while preserving jobsite context, photos, checklist evidence, corrective actions, and follow-up controls.

  • Pass/fail/N/A checklist structure with required notes or photos for failed items
  • Serious finding gates that prevent incomplete high-risk submissions
  • PDF-ready inspection records for sharing and retention

Energy-based prevention

Field Walk & HECA Review

Captures the work being performed, the energy exposures present, and whether controls are strong enough before an event occurs.

  • High-energy control assessment aligned to real field conditions
  • Crew task, foreman, work activity, and hazard context in one record
  • Supports coaching, verification, and leading-indicator review

Damage prevention

Utility Exposure Review

Documents locate readiness, utility conflicts, restrictions, and stop-work decisions before excavation or utility exposure work proceeds.

  • 811 ticket and utility response evidence captured with the review
  • Clear-to-proceed, restricted, and stop-work outcomes
  • Connects exposure reviews to job numbers and work segments

Loss control

Claims Management

Moves claim information from passive recordkeeping into active management of status, cost drivers, recovery opportunities, documentation, and follow-up.

  • Workers comp, auto, property, GL, and utility-damage claim classification
  • Paid, reserved, incurred, medical, indemnity, and expense tracking
  • Document folders, settlement release support, recovery status, and closure prompts

Recordkeeping discipline

OSHA Compliance

Separates claim activity from OSHA recordability decisions so logs, DART counts, and rate calculations are reviewable and defensible.

  • OSHA 300-style case tracking with recordable and DART indicators
  • Loss-run candidate review before OSHA log creation
  • Rate calculations based on annual hours and verified OSHA records

Equipment readiness

Fleet Compliance

Tracks fleet inspection status, annual reinspection needs, out-of-service items, repair certification, and compliance exceptions across trucks and trailers.

  • Unit-level status for inspected, expiring, expired, and unknown records
  • Repair certification and failure-item tracking
  • Master roster import support for keeping fleet data current

Workforce readiness

Training & Attendance

Connects toolbox talks, assignments, quizzes, certifications, sign-in sheets, and walk-in attendees into a single training compliance picture.

  • Course content, quizzes, passing scores, and completion status
  • Write-in attendance support for crews not yet on the roster
  • Compliance calendar and certification visibility

Controlled guidance

Policy Library

Provides a searchable safety policy library for field and management users, including externally maintained controlled documents.

  • Policy categories, versions, review dates, and controlled PDF links
  • Public read-only library option for broad access
  • Google Drive-backed policy documentation where appropriate

Board-ready narrative

Smart Reporting

Converts live safety, claims, OSHA, inspection, and exposure data into clear reporting views for leadership, client, and program review conversations.

  • Visual summaries with KPI context and source mapping
  • Print-focused report formatting
  • Sensitive-data warnings and defensible record sourcing

Data integrity

Data Import Controls

Allows bulk imports while reducing the risk of stale, duplicated, or unsafe loss-run data contaminating dashboards and compliance metrics.

  • Import guards for source validation and blocked stale data
  • Dedupe and mapping support for operational datasets
  • Admin/Safety confirmation before high-impact imports

Least-privilege control

Role-Based Access

Aligns access to job responsibilities so Safety, Fleet, Corporate Management, field users, and admins see the right information with the right level of control.

  • Read-only management visibility without unintended write access
  • Invite-based role assignment and pending-role application
  • Module-level navigation and action gating
PDI Safety Platform ยท Full-cycle field safety, compliance, claims, fleet, training, and risk intelligence.