SHEQ & Safety ManagementIncident reporting with 5-Why root-cause analysis, Permit-to-Work, training matrix, ISO 45001 audits and LTIFR / TRIFR dashboard — built for mining regulatory requirements.
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| Lines of code | 3892 |
| Technical Name |
grev_od_mining_safety |
| License | OPL-1 |
| Website | https://grevlin.com |
SHEQ & Safety Management
The SHEQ & Safety Management module covers the full safety, health, environment, and quality (SHEQ) lifecycle for mining operations — from incident first-report through root-cause analysis, corrective actions, permit-to-work, training, ISO 45001 auditing, and LTIFR / TRIFR KPI reporting.
Note
Requires :doc:`../grev_od_mining_base/doc/index`.
Overview
Key Features
- Incident management — 8 incident types with 5×5 severity matrix
- 5-Why root-cause analysis — recursive tree up to 7 levels deep
- Corrective action plan (CAP) — assignment, due dates, evidence, overdue cron
- Permit-to-Work (PTW) — 5 type templates with type-specific checklists
- Training matrix — validity tracking with 30d/90d expiry alerts
- ISO 45001 audits — scored 0–5 per clause with non-conformance CAP links
- LTIFR/TRIFR dashboard — 12-month rolling KPI from crew hours
Configuration
Severity Matrix
The default 5×5 consequence × likelihood matrix maps to four bands:
| Band | Score range | Escalation |
|---|---|---|
| Low | 1–3 | No automated escalation |
| Medium | 4–9 | Notify site officer + supervisor |
| High | 10–15 | Notify GM; 30-day CAP required |
| Extreme | 16–25 | Notify board + regulator; 7-day CAP required |
Jurisdiction Configuration
Regulator notification rules are pre-configured for:
- DRC — mandatory notification for fatalities and LTI > 14 days
- South Africa — MHSA Section 23 thresholds
- Tanzania — Mining Act 2010 thresholds
- Zambia — Mines and Minerals Act thresholds
- Zimbabwe — Mines and Minerals Act thresholds
Permit Types
Five permit types are seeded:
| Type | Max duration | Special requirements |
|---|---|---|
| Hot Work | 12h | Fire watch 1h after completion |
| Confined Space | 8h | Gas test mandatory (O2/LEL/CO/H2S) |
| Electrical LOTO | 24h | Isolation checklist |
| Working at Height | 12h | Height harness checklist |
| Blasting | 4h | Isolation + exclusion zone |
Usage
Reporting an Incident
- Go to :menuselection:`Mining Safety --> Incidents --> Report Incident`.
- Click :guilabel:`Create`.
- Set type, date/time, site/pit, and severity (consequence 1–5, likelihood 1–5).
- The Severity Rating (consequence × likelihood) and Band compute automatically.
- Add a description and immediate action taken.
- Click :guilabel:`Investigate` to move to under_investigation state.
5-Why Root-Cause Analysis
From the incident form, open the :guilabel:`Root Cause Analysis` tab:
- Add the first cause level (Why 1).
- Expand each cause to add child causes (Why 2, 3…) up to 7 levels.
- Mark terminal causes as :guilabel:`Is Root Cause`.
- Click :guilabel:`Generate CAP Lines` — one CAP line is created per root cause.
Tip
The system prevents adding child causes to a node already marked as a root cause. Uncheck Is Root Cause first if you need to go deeper.
Fatality Workflow
When incident type is Fatality:
- The state field is locked; only a Manager can change it.
- Regulator notification fields become mandatory for DRC operations.
- The unlock reason is permanently logged to the chatter for audit purposes.
Permit-to-Work Workflow
- Go to :menuselection:`Mining Safety --> Permits --> Request Permit`.
- Select the permit type — the default checklist copies automatically.
- For confined-space permits, fill the gas test results (O2%, LEL%, CO ppm, H2S ppm).
- A Supervisor or Safety Officer clicks :guilabel:`Approve`.
- The permit expires automatically at end_datetime via scheduled cron.
LTIFR Formula
LTIFR = (number of LTIs in rolling 12 months × 1,000,000) /
total employee hours worked in the same 12-month window
Hours are sourced from mining.shift.log crew count × shift duration (or per-crew hours_worked when crew lines are used).
Technical Details
Cron Jobs
Three scheduled actions run automatically:
- CAP overdue — daily; flips open / in_progress CAP lines past due_date to overdue
- Training expiry — daily; sends 90d and 30d notifications; flips expired on due date
- KPI snapshot — 1st of each month; rebuilds LTIFR/TRIFR for last 13 months
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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