HSE.myUser Guide

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Shared services & field access

Use common services that support every assurance domain without duplicating the authoritative source record.

Search this category by module, function, role or example scenario.

SHARED SERVICES

Shared services & field access

Use common services that support every assurance domain without duplicating the authoritative source record.

Typical authorized rolesAll authorized users, GIS Administrator, Guard, Knowledge Owner and Workflow ActorExact access is controlled by the organization’s RBAC configuration and organization-unit scope.
DESKTOPChoose the category from the rail → open a module register → select Open workspace.
MOBILETap More → search/select a module → open the register or workspace.
CONTROLSave details first → attach evidence at source → take only the next permitted workflow action.
01 SHARED SERVICESHSE Overview & My DashboardHSE Overview presents organization assurance indicators; My Dashboard presents the signed-in user’s own actions, reports and training.

What you can do

  • Review priority cards, charts and the filtered source register beneath each analysis.
  • Use My Dashboard to check assigned actions, reports, training and notifications.
  • Open the source workspace from a card or register row; dashboard values are not editable.

Authorized role examples

HSE Manager, Supervisor and any user with the relevant dashboard/analytics access.

Example scenario

A supervisor sees a rising overdue-CAPA indicator, opens the filtered source register, then opens the relevant CAPA workspace.

ANNOTATED CLICK GUIDE

Use the highlighted source-register action to move from a dashboard metric into its controlled record list.

Annotated desktop HSE.my guide screen for HSE Overview & My Dashboard. Highlighted click target: Open source register.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for HSE Overview & My Dashboard. Highlighted tap target: Open source register.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace
Mobile path
  1. Tap More in the bottom navigation.
  2. Select the relevant shared service or search for it in the module picker.
  3. Open the linked controlled workspace before taking an action.
Controlled-record rule

The service displays only the records/functions authorized by your active role and organization-unit scope.

02 SHARED SERVICESAction Inbox & notificationsPersonal queue for workflow actions, review requests, expiry alerts and linked-record follow-up.

What you can do

  • Open the linked record directly from the actionable notification.
  • Complete the permitted workflow action in the owning workspace.
  • Use review-request links to respond without editing the requesting module directly.

Authorized role examples

The assigned workflow actor or authorized reviewer for the linked organization unit.

Example scenario

A HIRARC review request arrives from JSA. The assessor opens the request, responds in HIRARC, and the requesting JSA reflects the updated review status.

ANNOTATED CLICK GUIDE

Select Open linked record from the notification, then respond in the owning workspace.

Annotated desktop HSE.my guide screen for Action Inbox & notifications. Highlighted click target: Open linked record.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Action Inbox & notifications. Highlighted tap target: Open linked record.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/actions
Mobile path
  1. Tap More in the bottom navigation.
  2. Select the relevant shared service or search for it in the module picker.
  3. Open the linked controlled workspace before taking an action.
Controlled-record rule

The service displays only the records/functions authorized by your active role and organization-unit scope.

03 SHARED SERVICESKnowledge LibraryControlled policies, procedures, approved references and related knowledge documents.

What you can do

  • Search approved/current documents and open the authoritative version.
  • Authorized knowledge owners create versions and submit them for controlled approval.
  • Link documents as references; do not attach an uncontrolled copy to another record.

Authorized role examples

All authorized readers; Knowledge Owner/Approver for lifecycle actions.

Example scenario

A team needs the current spill-response procedure. They search the library, confirm its approved version and reference it in the work package.

ANNOTATED CLICK GUIDE

Search the library and open the approved/current version rather than using an uncontrolled copy.

Annotated desktop HSE.my guide screen for Knowledge Library. Highlighted click target: Open approved version.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Knowledge Library. Highlighted tap target: Open approved version.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/knowledge
Mobile path
  1. Tap More in the bottom navigation.
  2. Select the relevant shared service or search for it in the module picker.
  3. Open the linked controlled workspace before taking an action.
Controlled-record rule

The service displays only the records/functions authorized by your active role and organization-unit scope.

04 SHARED SERVICESGIS & GeofencingSites, locations, boundaries and location evidence used by field records and guard verification.

What you can do

  • View locations and geofences; capture authorized record location evidence.
  • Organization Administrators create, amend, deactivate or safely retire locations/geofences.
  • Open linked source records from map evidence where permitted.

Authorized role examples

GIS Reader; Organization Administrator for configuration; designated field user for evidence capture.

Example scenario

An inspector captures location against a failed criterion. The map evidence remains attached to that inspection question.

ANNOTATED CLICK GUIDE

Select the highlighted linked record from the map/evidence view to continue in the authoritative workspace.

Annotated desktop HSE.my guide screen for GIS & Geofencing. Highlighted click target: Open source record.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for GIS & Geofencing. Highlighted tap target: Open source record.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/gis
Mobile path
  1. Tap More in the bottom navigation.
  2. Select the relevant shared service or search for it in the module picker.
  3. Open the linked controlled workspace before taking an action.
Controlled-record rule

The service displays only the records/functions authorized by your active role and organization-unit scope.

05 SHARED SERVICESQR Verification & Guard HouseScan/verify current controlled access records, permits and readiness at entry/exit.

What you can do

  • Issue and manage QR verification where authorized.
  • At Guard House, scan the QR and review the current controlled status before recording entry/exit.
  • Never treat a printed or expired QR as a replacement for live verification.

Authorized role examples

QR Issuer/Scanner; Security Guard for verification only.

Example scenario

A guard scans a PTW QR at the gate and confirms the permit, current JSA revision and after-hours approval before allowing entry.

ANNOTATED CLICK GUIDE

At the gate, scan the QR and use live verification; a printed or expired QR never replaces the current controlled status.

Annotated desktop HSE.my guide screen for QR Verification & Guard House. Highlighted click target: Verify current status.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for QR Verification & Guard House. Highlighted tap target: Verify current status.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/qr
Mobile path
  1. Tap More in the bottom navigation.
  2. Select the relevant shared service or search for it in the module picker.
  3. Open the linked controlled workspace before taking an action.
Controlled-record rule

The service displays only the records/functions authorized by your active role and organization-unit scope.

COMMON CONTROL PATTERN

Use the right workspace for the next action

Illustration of a controlled workspace with tabs and workflow action
Workspace actionsUse Edit, evidence, workflow and print only when shown for your role/state.
Illustration of evidence linked to CAPA and verification
Evidence and CAPAKeep facts at source and actions in CAPA for traceable closure.

NEED HELP?

Share the record reference, workspace URL and displayed error reference.

Do not include restricted medical, identity or personal data in a support request.

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