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Managing Safety Settings in UpKeep Safety

Learn how to manage Safety Settings to add OSHA Locations, Hazards and Control Measures

UpKeep Safety includes customizable Settings that help standardize safety data across your organization. From this menu, you can manage OSHA Locations, Hazards, Control Measures, and Custom Report Types — ensuring consistent terminology, reporting, and AI-driven recommendations throughout your safety workflows.


Accessing Safety Settings

  1. In the UpKeep Safety sidebar, scroll down to Settings

  2. Under Settings, you'll find:

    • Safety Templates

    • OSHA Locations

    • Hazards

    • Control Measures

    • People and Permissions

    • Subscription

    • Company Settings

  3. Click on the section you want to manage


OSHA Locations

OSHA Locations let you organize and standardize workplace locations for compliance and reporting.

Create an OSHA Location

  1. Go to Settings > OSHA Locations

  2. Click + Create OSHA Location

  3. Enter the location title

  4. Click Create OSHA Location

Your OSHA Locations can then be linked to JHAs, OSHA logs, and safety events.


Hazards

The Hazards library stores hazard types that can be used across all JHAs. This ensures consistent hazard naming and makes analysis easier.

Add a Hazard

  1. Go to Settings > Hazards

  2. Click + Create Hazard

  3. Enter a Hazard Name (e.g., "Chemicals")

  4. Select a Hazard Category (Chemical, Electrical, Ergonomic, Fall, Fire, Mechanical, etc.)

  5. Click Create Hazard

Once created, hazards can be reused in multiple JHAs.


Control Measures

The Control Measures library stores safety controls that can be applied to hazards. This helps your team maintain standardized language and safety practices.

Add a Control Measure

  1. Go to Settings > Control Measures

  2. Click + Create Control Measure

  3. Enter a Control Measure Name (e.g., "PPE")

  4. Select a Control Measure Type (Engineering, Administrative, PPE, Elimination, Substitution)

  5. Click Create Control Measure

Control Measures can then be linked to hazards in JHAs to show how risks are managed.


Custom Report Types

Custom Report Types let admins define their own vocabulary for Safety Events — so instead of using generic labels, your team uses terminology that matches how your organization classifies incidents (e.g., "Auto Accident", "Non-Reportable", "Environmental Spill").

Custom types map to UpKeep Safety's four core system categories, which keeps AI analysis and OSHA compliance logic intact even as you use your own language.

Create a Custom Report Type

  1. Go to Settings > Company > Report Types

  2. Click + Add Report Type

  3. Enter a name for your custom type (e.g., "Auto Accident")

  4. Map it to one of the four core system categories

  5. Click Save

Once created, your custom types will appear as options when reporting a Safety Event. The Nova AI suggestion engine will also dynamically recommend your workspace's custom types when helping users fill out event reports.

How System Mapping Works

Every custom type is mapped to one of four core categories. This mapping ensures:

  • AI recommendations stay accurate — Nova knows which core category your custom type belongs to

  • OSHA logic is preserved — reportable event detection continues to work correctly

  • Analytics are consistent — your custom types roll up into standardized reporting


Frequently Asked Questions

Can I create as many Custom Report Types as I need?
Yes. Admins can create as many custom types as needed to match your organization's terminology.

What happens to existing events if I add custom types later?
Existing events are not retroactively changed. Custom types apply to new events going forward.

Will custom types affect OSHA reporting?
No. Each custom type maps to a core system category, so OSHA reportable logic is preserved regardless of the custom label you choose.

Who can manage Safety Settings?
Settings are accessible to Admins in UpKeep Safety.

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