Skip to main content

Getting Started with UpKeep EHS

Learn how to use UpKeep EHS to capture and manage Environmental Health and Safety (EHS) incidents, from initial reports to corrective action

Updated over 3 weeks ago

What is UpKeep EHS?

UpKeep EHS (Environmental Health & Safety) helps teams identify, manage, and resolve safety risks by connecting safety reporting, compliance documentation, and corrective actions in one centralized system.

From reporting incidents and near misses to managing audits, procedures, and high-risk work controls, UpKeep EHS ensures safety issues move beyond documentation and into execution, directly within the UpKeep platform.

⚠️ Availability Notice
UpKeep EHS is currently only available through the Web app.


Full Training Video


Why Use EHS?

  • Reduce Risk: Proactively identify hazards and safety gaps before they lead to incidents or injuries.

  • Stay Compliant: Digitally track safety events, audits, and OSHA recordkeeping requirements in one place.

  • Drive Accountability: Turn safety findings into assigned corrective actions, work orders, or CAPAs with clear ownership and due dates.

  • Improve Accessibility: Enable fast, real-time reporting through QR codes, links, or direct access in the platform.

  • Close the Loop: Ensure safety issues don’t stop at documentation—AI-powered insights help guide next steps and corrective actions.


Key Features

Safety Management

Access Points

  • Create digital or physical safety reporting stations

  • Generate QR codes that link directly to safety event forms

  • Automatically capture location data when reports are submitted

Safety Events

  • Report incidents, near misses, and hazards from the EHS module, QR codes, or direct links

  • Use AI Assist (voice or text) to automatically populate event details

  • Attach photos, files, diagrams, and signatures

  • Track event status, comments, and follow-up actions

CAPAs

  • Create Corrective and Preventive Actions directly from safety events or audits

  • Use AI Assist to draft investigations, root cause analysis, and action plans

  • Assign owners, set due dates, and track completion

  • Link CAPAs to maintenance work orders when corrective action is required


OSHA

OSHA Log (Form 300)

  • Flag OSHA-reportable incidents directly within safety events

  • Complete and manage OSHA Form 300 logs inside UpKeep

  • Designate privacy cases when required

Summary (Form 300A)

  • Generate annual OSHA summaries by location

  • Automatically calculate TRC and DART rates

  • Capture executive certification signatures

  • Generate zero-incident summaries when applicable

Agency Reports

  • Download OSHA forms and reports as PDFs

  • Maintain documentation for regulatory submission and audits


Documentation

Job Hazard Analyses (JHAs)

  • Document hazards, risks, and control measures for specific job tasks

  • Create JHAs manually, with AI Assist, or by importing existing documents

  • Track revisions and maintain version control

  • Share approved JHAs as read-only resources

Standard Operating Procedures (SOPs)

  • Build and manage SOPs directly in UpKeep

  • Attach SOPs to assets, locations, or job types

  • Use AI Assist to generate or refine procedures

  • Make SOPs publicly viewable to ensure consistent execution

Lockout/Tagout (LOTO)

  • Create structured procedures for isolating and controlling energy sources

  • Identify energy types, isolation points, lockout devices, and verification steps

  • Support group lockout and shift handover workflows

  • Manage approvals, revisions, and digital signatures

Permit to Work

  • Manage authorization for high-risk work (hot work, confined space, working at height, electrical work)

  • Identify hazards, controls, and required safety checks

  • Track active permits, approvals, and expiration dates

  • Maintain a complete audit trail for compliance

Audits & Inspections

  • Create and manage safety audits and inspection programs

  • Build reusable inspection checklists

  • Route audits through approval workflows with digital sign-off

  • Execute inspections through work orders or PMs

  • Use AI-powered analysis to identify deficiencies, compliance gaps, and required actions


Safety Actions

Safety Work Orders

  • Convert safety findings into actionable work orders

  • Assign ownership, due dates, and priorities

  • Track completion status directly from EHS

  • Maintain full traceability between safety issues and corrective work


Reporting & Dashboards

  • Centralized, real-time visibility across the EHS module

  • Built-in tools to sort, filter, and search safety data

Did this answer your question?