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  1. APPS
  2. Employees
  3. Occupational Safety & Health Management (HSE) v 19.0
  4. Sales Conditions FAQ

Occupational Safety & Health Management (HSE)

by Odoo DevHouse https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
Odoo

$ 600.47

v 19.0 Third Party
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  • Description
  • Manifest
  • License

Occupational Safety & Health Management (HSE)

Incident reporting, safety inspections, risk assessments, permits to work, PPE tracking, emergency response and safety training - one native Odoo 19 app for your whole HSE program.


Problem: Safety Data Scattered Across Spreadsheets and Email

Standard Odoo has no concept of workplace safety. HSE officers end up tracking incidents in one spreadsheet, inspections in a paper checklist, permits to work in an email thread, and PPE issue dates in someone's memory - with no shared system tying it all together or surfacing what needs attention today.

  • No structured incident investigation workflow - root cause and corrective actions live in someone's inbox
  • No inspection checklist system - pass/fail results and repeat findings aren't tracked over time
  • No risk matrix - likelihood x severity scoring done ad hoc, if at all
  • No permit to work approval trail for hot work, confined space or working at height
  • No visibility into PPE expiry or certification expiry until an audit finds out the hard way
  • No single dashboard answering "how many days since our last incident?"

Solution: A Complete HSE Management App Inside Odoo

This module adds a full occupational safety and health lifecycle as its own native Odoo 19 app. Report and investigate incidents through to closed-out corrective actions; run scheduled or ad-hoc inspections from reusable checklist templates; score risk on a likelihood x severity matrix with residual risk after controls; route permits to work through a submit/approve/activate/close workflow; track PPE issue and expiry per employee; log emergency dispatches and drills against configurable response teams; schedule safety training and auto-issue certifications with expiry reminders - and see it all on one live dashboard, including a days-without-incident counter.


Key Features
  • Incident Management: near miss, first aid, medical treatment, lost time, property damage, environmental and security incident types, with an investigation workflow (Reported -> Investigating -> Action Required -> Closed) that blocks closing until every corrective action is done
  • Corrective / Preventive Actions: per-incident action list with responsible person, deadline, overdue highlighting and automatic reminders
  • Safety Inspections: five ready-to-use checklist templates (General Workplace, Fire Safety, Electrical, PPE Compliance) auto-populate the checklist when an inspection starts; each line scores Pass/Fail/N-A and a failed line can raise an incident in one click
  • Risk Assessment: a likelihood x severity matrix with an automatic Low/Medium/High/Critical rating, plus a second rating for residual risk after additional controls are applied
  • Permit to Work: hot work, confined space, working at height, excavation, electrical and lifting permits with a Draft -> Submitted -> Approved -> Active -> Closed workflow, an optional linked risk assessment, and automatic expiry once the validity window passes
  • PPE Tracking: a PPE catalogue with default lifespan and standard reference (EN/ANSI), per-employee assignment that auto-computes an expiry date, stock levels with reorder alerts, and reminders before renewal is due
  • Emergency Response: configurable response teams (fire, medical, spill, evacuation, rescue) and a dispatch log for real incidents or drills, with response time and outcome, and one click to raise a formal incident from a dispatch
  • Safety Training & Certification: schedule a training session, mark it completed, and a certification is automatically issued to every attendee with an expiry date computed from the session's validity period - certifications flip to Expiring Soon / Expired automatically
  • Live Dashboard: days-without-incident hero counter, open/critical incidents, overdue corrective actions, inspections due, incident closure rate, high/critical open risks, active/expiring permits, expiring/expired certifications, an incident trend chart and a severity breakdown - every tile is clickable through to the underlying records
  • Automated Reminders: configurable reminder windows (Configuration -> Settings) for inspections due, permits expiring, PPE expiring and certifications expiring, each delivered as a task on the responsible person, plus a weekly summary email to HSE Managers
  • PDF Reports: Incident Report and Permit to Work reports, printable straight from the record
  • Contractor Portal: external contractors can log in and track the status of their own permits to work online, without any backend access
  • Security Groups: User, Safety Officer and HSE Manager, each scoped appropriately across multiple companies
  • Well Tested: 33 automated tests covering every workflow, the risk matrix, reminders and access rights

How It Works
1

Report an Incident

Anyone with access can log an incident from Health & Safety -> Incidents: type, severity, department, injured persons and witnesses. Starting the investigation and marking Action Required both build an automatic paper trail on the record.

2

Create Corrective Actions and Close the Loop

Click Create Corrective Action on the incident to assign a responsible person and deadline. The incident can't be closed until every action is marked Done, and anything overdue is flagged automatically.

3

Run a Scheduled Inspection

Pick a checklist template under Inspections -> New and click Start Inspection - the checklist items load automatically. Score each line Pass/Fail/N-A; a failed line can raise an incident with one click, and the overall Pass/Partial/Fail result and score % are computed live.

4

Assess Risk and Issue a Permit to Work

Score a Risk Assessment for the activity (likelihood x severity -> automatic risk level), then link it to a Permit to Work for hot work, confined space or working at height. The permit moves through Submitted -> Approved -> Active -> Closed, and auto-expires once its validity window passes.

5

Track PPE and Book Training

Issue PPE to an employee and the expiry date fills in from the PPE type's default lifespan. Schedule a Training Session, add attendees, and click Mark Completed - a certification is issued to every attendee automatically, with its own expiry countdown.

6

Watch It All From the Dashboard

Health & Safety -> Dashboard shows the days-without-incident counter, every KPI above, an incident trend chart and a severity breakdown - click any tile to jump straight to the filtered list of records behind it.


Screenshots - Full Module Cycle

Real captures from a seeded demo company - every screen below reflects an actual record moving through its workflow, not a mockup.

Health & Safety Dashboard

Days-without-incident hero tile, every KPI card clickable through to its filtered list, an incident trend chart, and an open-incidents-by-severity breakdown.

Health and Safety Dashboard
Incident Management

Incident List

Four incidents at four different lifecycle stages, colour-coded by severity and status, filterable by open/critical/lost time/my reports.

Incident list view

Incident Closed With Its Corrective Action

A near-miss that went all the way through Reported -> Investigating -> Action Required -> Closed - the corrective action tab shows the operator retraining that was required and completed before closure was allowed.

Closed incident with completed corrective action

Critical Lost-Time Injury With an Overdue Action

A fall from a ladder with 14 lost-time days, still under investigation. Its corrective action's deadline has already passed, so the responsible manager has automatically been flagged.

Critical lost-time incident with overdue corrective action
Safety Inspections

Inspection List

Done, in-progress and future-scheduled inspections side by side, with a Pass/Partial/Fail badge computed live from the checklist.

Inspection list view

Recurring Inspection - Next Occurrence Auto-Created

This inspection scored 80% (one failed line, with a one-click Raise Incident action next to it). Once its Next Inspection Date arrived, the follow-up inspection was created automatically and linked back here - no one had to remember to re-schedule it.

Inspection form showing the auto-created next inspection
Risk Assessment

Risk Register

Every assessed activity with its computed Risk Score and a colour-coded Low/Medium/High/Critical Risk Level badge - including one still sitting at "Assessed", not yet approved.

Risk assessment register

Maker-Checker: a Different Approver Than the Assessor

This "High" risk hot-work assessment was assessed by Safety Officer Nadia Farouk and approved by HSE Manager Tarek Selim - a different person. For High/Critical risk, the system blocks the same user from doing both.

Risk assessment form showing a different assessor and approver
Permits to Work

Permit List - Every State at Once

Draft, Submitted, Rejected, Active and Closed, all in one register - Submitted is intentionally stuck there because its risk assessment isn't approved yet.

Permits to work list showing every state

Active Permit Linked to Its Approved Risk Assessment

A hot-work permit for contractor Al Amal Construction Services, approved and active - it could only reach this state because its linked risk assessment was already approved.

Active permit with linked approved risk assessment

Rejected Permit With a Reason on File

Rejection is only allowed once a reason is entered - here, a missing lockout/tagout procedure and no attached risk assessment.

Rejected permit with rejection reason
PPE Management

PPE Types - Low Stock Highlighted in Red

Cut-Resistant Gloves and the Half-Face Respirator have both fallen to or below their reorder level - flagged automatically so purchasing knows to restock.

PPE type list with low stock items highlighted

PPE Assignments - Active, Expired and Returned

Every PPE issued per employee with its expiry date and condition, including one already past expiry and one returned to store.

PPE assignments list
Emergency Response

Emergency Log

Real dispatches and drills alike, with response time and resolution status tracked against the responding team.

Emergency response log

Closed Fire Dispatch

A small electrical fire, dispatched to the Fire Response Team and resolved in 4.5 minutes - outcome and root cause logged for the record.

Closed emergency dispatch form
Training & Certification

Training Sessions

Scheduled and completed training sessions - marking one Completed automatically issues a certification to every attendee.

Training sessions list

Recurring Training - Next Session Auto-Scheduled

This confined-space refresher repeats every 12 months. Once completed and past due for renewal, the next session was created automatically with the same attendees - visible here under Next Training.

Training form showing the auto-scheduled next session

Certifications - Valid, Expiring and Expired

Every certification issued, with its status kept automatically up to date - one is shown here already flagged "Expiring Soon" ahead of its renewal date.

Certification list with mixed statuses
Configuration

Reminder Settings

Configure how many days in advance the inspection, permit, certification and PPE reminders go out - all in one settings screen.

Health and Safety settings screen

Contractor Portal - Self-Service Permit Tracking

A dedicated online page gives an external contractor a self-service view of their own permits to work - no backend access, and no visibility into any other contractor's records or the underlying risk assessment.

My Permits
Portal My Permits list

 Logged in as "Al Amal Construction Portal" - automatically restricted to only the permits issued to that contractor.

Permit Detail
Portal permit detail page

 Status, validity window, work description and precautions - read-only, with a one-click PDF download of the same report available in the backend. The contractor can track status; only HSE staff can author or approve the permit.


Security Model

Three backend access levels keep reporting, day-to-day HSE operations, and configuration cleanly separated - with support for organizations running multiple companies.

User
Can report incidents and request permits; read-only on inspections, risk assessments, PPE and training.
Safety Officer
Full day-to-day access to incidents, inspections, risk assessments, permits, PPE, emergency response and training.
HSE Manager
Full access everywhere, including deleting records and configuring reminder settings. Assigned to the administrator automatically on install.
Multi-Company
Every record is automatically scoped to the company it belongs to, or shared across all companies where appropriate.
HR Integration
Injured persons, witnesses, inspectors, PPE holders and training attendees are all your existing employee records - no duplicate people data.
33 Automated Tests
Covering every workflow, the risk matrix, all reminders, and access rights per group.

Installation
  1. Install the module from Apps - it depends only on Discuss and Employees, both part of the Odoo Community base.
  2. Open Health & Safety -> Configuration -> Settings to set reminder windows for inspections, permits, PPE and certifications.
  3. Assign the Safety Officer or HSE Manager group to the relevant users under Settings -> Users.
  4. Start reporting incidents, scheduling inspections and issuing PPE - the dashboard fills in as data comes in.

Questions, or need this tailored to your safety program?

Contact Us
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Employees (hr)
Lines of code 3240
Technical Name hse_management
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
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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