Oil & Gas HSE

v 19.0 Third Party 12

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Maintenance (maintenance) • Project (project) • Invoicing (account) • Purchase (purchase) • Contacts (contacts) • Inventory (stock)
Community Apps Dependencies	Show • Oil & Gas Core • Oil & Gas Equipment • Oil & Gas Project • Odoo 19 Full Accounting Kit for Community • Odoo 19 Budget Management
Lines of code	17159
Technical Name	`oil_erp_hse`
License	LGPL-3
Website	https://www.cybrosys.com

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Maintenance (maintenance) • Project (project) • Invoicing (account) • Purchase (purchase) • Contacts (contacts) • Inventory (stock)
Community Apps Dependencies	Show • Oil & Gas Core • Oil & Gas Equipment • Oil & Gas Project • Odoo 19 Full Accounting Kit for Community • Odoo 19 Budget Management
Lines of code	17159
Technical Name	`oil_erp_hse`
License	LGPL-3
Website	https://www.cybrosys.com

Supports:

Community

Availability:

On Premise

Odoo Online

Odoo.sh

The Core Pillars

Why Oil & Gas HSE?

Incident Lifecycle

Progress incidents through draft, reported, under investigation, and closed states with follow-up corrective actions.

Permit Control

Create and approve work permits tied to well stages so operational transitions happen under controlled conditions.

Project and Task Smart Buttons

Projects and wells expose smart buttons for incidents, inspections, work permits, and risk assessments for direct access.

Equipment-Linked Inspections

Create inspections directly from task equipment lines so field assets can be checked without leaving the well workflow.

Module Activation

Enable HSE and Access Core Menus

Activate the HSE module from Oil ERP settings and use the HSE menu to access Incidents, Inspections, Work Permits, and Risk Assessments.

Project Smart Buttons

Use Project-Level HSE Smart Buttons

The `Incidents`, `Inspections`, `Work Permits`, and `Risk Assessments` smart buttons open each HSE record set for the project, while `Report Incident` creates a new incident directly from the project form.

Incident Workflow

Manage the Incident Lifecycle

`Start Investigation` moves a reported incident into investigation, `Reset to Draft` reopens the record for correction, and the status bar shows the full lifecycle from Draft to Closed.

Equipment Inspection

Create Inspection from Task Equipment

The `Create Inspection` button on the task equipment line starts an HSE inspection directly for that linked asset, while the project smart buttons above show current HSE counts for the well.

Inspection Record

Complete Checklist-Based Inspections

Record inspection type, inspector, linked project, task, and equipment, then use the checklist lines and status bar to move the inspection from `Draft` to `Done`.

Stage Rules

Control Waiting and Permit Stages

The highlighted stage flags define which stage requires a work permit and which stage behaves as the waiting stage, controlling when permit creation becomes available in the task workflow.

Well Task HSE

Use Task-Level HSE Buttons and HSE Info

`Report Incident` creates a task-linked incident, `Create Work Permit` appears when the task is in a waiting stage, the four smart buttons open related HSE records, and the `HSE Info` tab stores classification, HâS presence, emergency contact, nearest hospital, and muster point.

Work Permit

Approve and Track Work Permits

The `Approve` button moves the permit from `Draft` to `Approved`, while the form links permit type, dates, project, task, approver, and the from/to well stages controlled by the permit.

Risk Assessment

Document Hazards and Mitigation Plans

Create risk assessment records with risk level, project, task, hazard description, and mitigation plan so teams can act on known risks before operations escalate.

Security Architecture Shared groups and access rules support Oil ERP users, managers, admins, and configuration access across the suite.	Integration Controls Enable live energy benchmarks and GNews-based headlines directly from the Oil ERP settings screen.
Modular Activation Activate modules for lease, reservoir, projects, equipment, transfers, gate pass, manufacturing, and inspection as needed.	Unified Reporting A single dashboard entry point shows commodity prices, benchmark cards, refresh controls, search, and live energy news.

What do the HSE smart buttons do?

The `Incidents`, `Inspections`, `Work Permits`, and `Risk Assessments` smart buttons open the related HSE records for the current project or task and display their counts for quick monitoring.

When is the Create Work Permit button shown?

It appears on the task when the task is in a waiting stage, using the stage configuration flags that define permit-required and waiting behavior.

What do the highlighted action buttons do in the workflow?

`Report Incident` creates a new incident from the current project or task, `Create Inspection` starts an inspection from task equipment, `Approve` confirms a work permit, and incident buttons such as `Start Investigation` and `Reset to Draft` move the record through its safety workflow.

Can tasks and equipment be linked to HSE records?

Yes. Incidents, inspections, permits, and risks can all be linked to oil and gas projects and tasks, and inspections can also be tied directly to equipment.

Release 19.0.1.0.0

1st April, 2026 - Add: Initial commit

The Ecosystem

Explore the Oil ERP Suite

Oil & Gas Reservoir	Oil & Gas Lease	Oil & Gas Pipeline	Oil & Gas HSE
Oil & Gas Manufacturing	Oil & Gas Transfers	Oil & Gas Inspection

Professional Support

Our Expert Services

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