Incident & Near Miss Reporting & Regulatory Compliance System
A done-for-you oil and gas automation built for the HSE Manager, connecting Twilio, Jotform, and Airtable so the work below happens on its own.
What this automation does, step by step
The moment a field employee submits an incident or near miss report via mobile form, the system timestamps it, notifies the HSE manager and site supervisor immediately, assigns a root cause investigation task with a 24-hour deadline, and (based on the incident type and severity) automatically determines whether OSHA or state regulatory notification is required and populates the appropriate form pre-filled with available data.
The HSE manager's monthly compliance report is generated automatically from all logged incidents, turning a reactive documentation process into a proactive, always-current compliance record.
- Jotform (incident and near miss form)
- Zapier or Make.com
- Airtable (incident log and CAPA tracker)
- Twilio (immediate supervisor and HSE manager alerts)
- OpenAI API (root cause investigation draft)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a hse manager handles each case reactively, after someone has already noticed something went wrong. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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