Guides
ShieldSphere module guides
Step-by-step walkthroughs of every module, captured from the live application. Read them here or download the PDF to share with your team.
User guides cover the day-to-day workflow. Admin guides cover the setup and configuration an administrator handles once.
AI Ergonomic Evaluation
How to evaluate a worker or workstation from photos or a short clip, read the ergonomic risk factors and recommendations, and export the report.
AI Hazard Scanner
How to scan workplace photos or a short clip, read the AI's findings against the OSHA standards, and turn them into assigned work - all in one place.
AI Job Hazard Analysis
How to turn a short task clip or a written description into a formal JHA - ordered steps, the hazards at each one, and the controls worked through the hierarchy of controls.
Assets
How to register equipment, track recurring checks, read the asset record that pulls together scans, inspections and lockouts, and never miss a due date.
Compliance Dashboard
How to read everything your site owes on one calendar, add the obligations no module produces, track respirator fit tests, and stay ahead of every review and corrective action before it lapses.
Contractor Management
How to qualify the contractor companies you hire: the prequalification questionnaire, the contractor portal, documents and AI reviews, ARMOR required programs, and the risk score.
Employees
How to build and maintain a site's employee roster - the list every other module draws on to assign work, record training, and tie an incident to a person.
Incidents
How to record incidents and near misses, investigate root cause, drive corrective actions, and let ShieldSphere build your OSHA 300, 301 and 300A forms for you.
Inspect
How to run photo and checklist inspections, review AI findings, and drive corrective actions to completion. Setup and configuration are covered separately in the admin guide.
Integration API
How to issue API keys, let another system read your safety data and send records in, and get notified the moment something happens.
Permits
How to raise a permit to work, get it approved, run it while the job is live, and close it out - for hot work, confined space entry, energised work, excavation, working at height, line breaking and critical lifts, whether the crew is yours or a contractor's.
Policies
How to see which OSHA programs your site needs, read a policy and its AI compliance grade, and find the on-file version of any written program. Setup and configuration are covered separately in the admin guide.
Profile Settings
How to configure a site's identity, address, contact, OSHA classification, portal visibility and PPE inventory - the settings that shape policies, reports and hazard programs.
Projects
How to set up a project, assign the contractors working on it, and decide what happens when someone whose paperwork is not in order tries to sign in at the gate.
Resources
How to run your organization's shared safety file library: tags, single and bulk upload, versioning with full history, archive-instead-of-delete, and read-only sharing to the employee portal.
Risk Assessments
How to score a company against a weighted questionnaire, read the result, and send a branded report - including how to bring your existing scoring spreadsheet in and turn it into a question set you can reuse.
SDS Management
How to keep a per-site inventory of hazardous chemicals, attach and read their Safety Data Sheets, print GHS labels, and give on-shift workers instant access. Setup and configuration are covered separately in the admin guide.
Site Board
How to read the daily board: who has signed in, which contractors have filed their JHA and held their toolbox talk, what training happened here today, and which sign-ins came with a compliance problem attached.
Team
How to invite ShieldSphere users to your organization, set their roles, and scope which sites each one can reach.
Toolbox Talks
How to pick a talk from ShieldSphere's library of 120, or generate one from your own policies or any topic you name - then tune it, schedule it, and deliver it to the crew.
Training
How to use the Training module day to day: read the overview, keep training records, deliver toolbox talks from a library of 120, decide what each job title is required to hold, and pull an evidence pack when someone asks for proof. Setup and configuration are covered separately in the admin guide.
Training Sessions
How to run a toolbox talk or a training class in ShieldSphere: create the session, put the QR code in front of the crew, watch people sign in, fix anyone the roster did not recognise, and close the session so it becomes training records you can prove.
Trends
How to read safety activity across your whole program - hazards, inspections, incidents and more - for one site and any date range, and export it as a report.
ZeroState
How to find and follow a machine-specific lockout/tagout procedure, record the annual periodic inspection, and export the documents your team needs on the floor. Setup and configuration are covered separately in the admin guide.
Looking for OSHA guidance instead?
These guides cover how ShieldSphere works. For CFR-cited explanations of the underlying requirements, see our OSHA compliance resources.