Quality & Safety FAQ
Common questions about inspections, incidents, observations, permits, and safety compliance in Teralo.
How do inspections work in Teralo?
Inspections use a template-based system. You create inspection templates at the organisation level with sections and check items, then activate them on projects. Templates can be scheduled into plans (location-based, frequency-based, or one-off) that generate due dates. Inspectors complete the checklist items, and any failures automatically create issues for tracking and resolution.
See Inspections for the full guide.
Can I create custom inspection templates?
Yes. Inspection templates are fully configurable. You define sections, individual check items, and response types (Pass/Fail, Yes/No, text). Templates are created at the organisation level and activated per project, so you maintain consistency while allowing project-specific adjustments.
How do I set up a location hierarchy for inspections?
Go to Project > Inspections > Locations and build a tree structure: Buildings contain Levels, and Levels contain Rooms or Areas. This hierarchy is used when scheduling inspection plans and associating inspection results with specific locations on the project.
What's the difference between incidents, injuries, and observations?
- Incidents: Events that occurred on site (near misses, property damage, environmental incidents, security events)
- Injuries: Specific injury records with details about the injured person, nature of injury, treatment, and cause analysis
- Observations: Proactive findings (hazards, housekeeping, positive observations, quality defects) with a status workflow from identification through to closure
Each has its own register and configurable types. See Incidents & Injuries and Observations.
How does the observation status workflow work?
Observations progress through six stages: Draft (being prepared), Open (submitted and awaiting action), In Progress (corrective action underway), Resolved (fix completed), Verified (resolution confirmed), and Closed (fully addressed). Each transition can include comments and photos.
What types of work permits can I manage?
You can configure any permit type your projects need. Common examples include Hot Work, Confined Space Entry, Working at Heights, Excavation, Electrical Work, and Crane Lift permits. Each type can have custom fields. Permits require approval before work can commence.
See Permits & Method Statements for details.
What are Safe Work Method Statements (SWMS)?
SWMS (also called Method Statements) document the hazards and controls for specific work activities. In Teralo, you create method statements with hazard identification, control measures, and PPE requirements. Workers must sign on to acknowledge the SWMS before starting work, either in-app or via a token-based link for external workers.
Can workers sign on to method statements without a Teralo account?
Yes. You can generate a unique sign-on link from any method statement. Share this link with external workers via email or QR code. They can review the SWMS and provide their signature without needing a Teralo account. Their sign-on is recorded in the method statement record.
How do Safety Data Sheets work?
Upload SDS documents to the project register individually or in bulk. The register is searchable by product name and manufacturer. SDS can be made publicly accessible through the public portal so workers can view them without logging in.
See Safety Data & Equipment for the full guide.
How do I track equipment and PPE requirements?
Equipment is tracked through a register with configurable types and custom fields (e.g., certification expiry, service dates). PPE requirements are configured per project using ISO 7010 safety sign codes and can be displayed on the public portal for visitors and workers.
Can I run reports on safety data?
Yes. Use the Reports feature to build custom reports pulling data from inspections, incidents, injuries, observations, permits, and more. Create safety dashboards with charts and pivot tables to track trends and compliance.
See Reports & Dashboards for details.