Oil, Gas and Energy Safety Management

Oil, Gas and Energy Safety Management Software

Oil and gas is consistently one of the highest-fatality industries in the United States, and power generation, utility and renewable energy crews face many of the same exposures. Process safety failures, struck-by incidents, toxic gas, energized equipment and falls from elevation drive the majority of serious injuries and deaths. The TRIR for oil and gas extraction runs nearly double the all-industry average.

The platforms that actually move that number are the ones your field personnel, safety coordinators, and HSE managers will use. That means at the wellsite, on the platform, in the refinery, at the power plant and on the wind or solar site, not just at a desk.

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EHS Insight safety dashboard on a laptop showing open tasks, incident rates and quick links

1M+

Users trust EHS Insight for collaboration, accountability and safety visibility

Weeks

To run incident reporting, permits, inspections, JHAs and training, not months

Offline

Full field workflows on iOS and Android, synced when crews reconnect

Tier 1 to 4

API RP 754 process safety events and leading indicators in one record

Trusted by Drilling, Pipeline and Energy Services Teams

Alyeska Pipeline Service Company Helmerich & Payne Ensign Energy Services Bristol Bay Industrial

The Problem

Close the Gap Between Procedures and Field Execution

HSE leaders in oil, gas and energy are not short on procedures. They're short on field execution, real-time visibility, and documentation that holds up when a regulator, insurer, or operator walks through the gate.

An active wellsite, pipeline corridor, refinery or power plant generates more safety data in a single day than a typical platform can process in a week. That data includes:

  • JHAs and PTW approvals
  • Gas readings and lifting plans
  • Toolbox talks and near miss reports
  • Contractor qualifications and chemical exposure logs
  • Inspection records
  • The audit trail that proves compliance to OSHA, BSEE, EPA, and your prime contractor's prequalification system
Refinery technician in a hard hat and high-visibility vest reviewing a safety record on a tablet

What Disconnected Tools Cost You

Missed Change Reviews

Process safety events that a management of change review would have caught.

Hidden Contractor Gaps

Qualification gaps that only surface after an incident or a Veriforce audit.

Unreported Near Misses

Reports go unfiled when the process needs a laptop and a desk.

Mismatched OSHA Logs

OSHA 300 logs that don't match incident records once an inspection starts.

Rising EMR

Higher workers' comp premiums and bids blocked by prequalification score minimums.

Lost HSE Hours

Time spent rebuilding records instead of running the safety program.

EHS Insight closes that gap with one mobile platform, built around the workflows oil, gas and energy HSE programs run every day, from the wellsite to the boardroom.

Hazard Control

Control the Hazards That Define Oil, Gas and Energy Risk

High-pressure systems, toxic gas, energized equipment, remote sites and large contractor crews under simultaneous permits. Each capability maps to a hazard you need to control before it causes harm.

Crew in hard hats and coveralls inspecting equipment inside a processing facility

01

Process Safety & Loss of Primary Containment

Track Tier 1 and Tier 2 events under API RP 754 with PHA action items, mechanical integrity results and MOC records. Each LOC event feeds root cause analysis and corrective actions, so lessons from one asset reach the whole fleet.

02

H2S & Toxic Gas Exposure

Hydrogen sulfide can be fatal at high concentrations. Manage H2S training and expiration dates, control entry permits for high-H2S areas and link atmospheric readings to each permit record.

03

Struck-By, Dropped Objects & Lifting

Standardize lifting plans, pre-use inspections, rigger qualifications and dropped object checklists by asset and crew. Observations that flag unsecured loads or unqualified operators become corrective actions before the next lift.

04

Fire, Explosion & Hot Work

Hot work permitting, atmospheric testing, fire watch verification, and equipment isolation records all attach to the location, crew, and date of the work.

Hot work permits walk crews through built-in safety prompts. Crews confirm atmospheric testing was performed, fire control equipment is on hand, and isolation steps are in place.

Each response ties to the location, crew, and date of the work. The completed permit is timestamped and auditable from the first signature through close-out.

05

Contractor & Third-Party Workforce

Most oil and gas fatalities happen in the contract workforce. Manage prequalification status, COIs, EMR records, training and site orientations for every crew, with ISNetworld, Veriforce and Avetta data kept current.

06

Electrical, Arc Flash & Work at Height

Power plants, substations and wind and solar sites add energized equipment and climbs to the risk profile. Issue energized electrical and work-at-height permits, keep LOTO and fall protection inspections current, and confirm NFPA 70E and climb training before crews start work.

Regulatory Compliance

OSHA PSM, API RP 754, BSEE and Power Generation Compliance Without the Paperwork

Templates, workflows and recordkeeping built for the rules that govern onshore, offshore and power generation operations.

OSHA 1910.119

Process Safety Management

PHA action items, MOC, mechanical integrity, hot work, contractor safety, incident investigation and compliance audits.

OSHA 1910.146

Permit-Required Confined Spaces

Entry permits, atmospheric monitoring records, attendant assignments and rescue procedures.

API RP 754

Process Safety Performance Indicators

Tier 1 and Tier 2 event tracking, near miss classification and leading indicator reports.

BSEE SEMS

Offshore Safety and Environmental Management

Incident reporting, SEMS documentation and audit-ready records for Outer Continental Shelf operations.

49 CFR 192 & 195

DOT Pipeline Safety

Inspection records, integrity management documentation and operator qualification tracking.

Prequalification

ISNetworld, Veriforce, Avetta and ComplyWorks

EMR records, training matrices and audit support that keep your prequalification profiles current.

OSHA 1910.269

Electric Power Generation, Transmission and Distribution

Energized work permits, job briefing records, minimum approach distance training and qualified-worker records for generating and line crews.

OSHA 1910.147

Control of Hazardous Energy

Lockout/tagout procedures, isolation records and periodic inspection documentation by asset and crew.

NFPA 70E

Electrical Safety in the Workplace

Arc flash and shock risk assessments, energized work permits and electrical safety training records.

OSHA 300, 300A and 301 forms are built in. Classify an incident once and the recordable log updates on its own, with ITA-ready electronic submission exports.

Across the Value Chain

One Platform Across Upstream, Midstream, Downstream and Power

The rules stay the same. The field work doesn't. Configure EHS Insight for drilling pads, pipeline corridors, refineries and generating sites from one enterprise account.

Offshore production platform and support vessel on open water

Drilling, Completions and Production

  • Drilling and completion JHAs, rig-floor inspections, BOP maintenance records and stop-work authority workflows
  • H2S monitoring records, contractor crew orientation and field observation programs for remote pads
  • Offline mobile workflows for wellsites and offshore rotations with no reliable coverage
Technician in flame-resistant coveralls checking a valve assembly on a pipeline station

Pipelines, Gathering and Storage

  • Right-of-way inspections with route-based inspection workflows
  • Operator qualification records and integrity management documentation
  • Environmental incident reporting and spill response documentation
Refinery and storage tanks lit up at dusk

Refining, Petrochemicals and Turnarounds

  • Turnaround permit-to-work management and PSM element tracking
  • Hot work and confined space permits, PHA action items and MOC documentation
  • Mechanical integrity scheduling and enterprise rollups across assets for board-level HSE reports
Two workers in hard hats and high-visibility vests walking a rooftop solar installation

Power Generation, Utilities and Renewables

  • Generating plant, substation, wind turbine and solar array inspections with route-based checklists
  • Energized electrical, LOTO and work-at-height permits tied to NFPA 70E and climb training records
  • Contractor oversight for outages, construction and O&M crews, plus utility-specific workflows

Core Modules

The Modules Oil, Gas and Energy Teams Run Every Day

EHS Insight incident events list on a laptop

Capture, Classify and Investigate in Minutes

Oil and gas customers use Incident Management more than any other EHS Insight module, and not by a small margin. In this industry, a single incident can trigger a fatality investigation, BSEE enforcement action, or a contractor prequalification score review. Fast capture, classification, and investigation is the difference between a controlled response and a cascading crisis.

EHS Insight captures injuries, illnesses, process safety events, near misses, environmental releases, vehicle incidents, and property damage from any device in the field in minutes. Tier 1 and Tier 2 process safety events are classified per API RP 754 at the point of entry. Built-in OSHA 300, 300A, and 301 forms update the recordable log automatically.

Out of the box, the module supports several root cause analysis methods, including 5 Why. A configurable causal analysis mechanism also accommodates rapid cause analysis, TapRoot®, TopSet, Scat, ICAM, BCCA, CFA, and RCA.

Explore Incident Management
EHS Insight audit and inspection list on a laptop

Stay Ready for Every Audit Cycle

Oil and gas operations face more overlapping audit obligations than almost any other industry. These include:

  • PSM compliance audits
  • SEMS verifications
  • ISNetworld and Veriforce third-party reviews
  • Internal asset inspections
  • Turnaround readiness assessments
  • Regulatory inspections from OSHA, BSEE, EPA, and state agencies

EHS Insight’s Audit Management module runs mobile inspections for wellheads, pressure vessels, lifting equipment, turbines, transformers, and fire suppression. It also covers personal gas monitors, PPE, and any other asset or system requiring a documented review. Build custom checklists per asset type, location, and regulatory standard.

Deficiencies automatically trigger a corrective action with owner, due date, and photo evidence. Overdue findings appear on the dashboard before the next audit cycle arrives. Every completed audit is timestamped, signed, and available for regulator or third-party review within seconds.

Explore Audit Management
EHS Insight compliance task register on a laptop

Keep Every Regulatory Deadline in View

Oil and gas HSE teams manage compliance obligations across more regulatory bodies simultaneously than nearly any other industry. These obligations all run on independent calendars, and every missed deadline carries enforcement exposure:

  • OSHA PSM element reviews
  • BSEE SEMS audits
  • EPA Tier II reporting deadlines
  • DOT pipeline integrity management milestones
  • State agency permit renewals
  • Prequalification system updates

EHS Insight’s Compliance Task module centralizes recurring obligations into a single tracked register. Each task carries an owner, a due date, a recurrence schedule, and an escalation path. Nothing slips because it was in someone’s email inbox.

The compliance dashboard shows every open obligation, its owner, and its days-to-due across every asset and business unit. Your HSE director sees the exposure before the deadline passes, not after.

Explore Compliance Tasks
EHS Insight work observation form on a laptop, tablet and phone

Turn Field Observations Into Leading Indicators

Work observations are the leading indicator that separates the oil, gas and energy programs that drive TRIR down from the ones that react after the fact. Unsafe conditions on remote pads, pipeline rights-of-way, offshore platforms, and wind and solar sites go unseen for hours or days unless there’s a structured, frictionless way to report them.

EHS Insight makes a work observation a 30-second submission from any crew member on any device, anywhere on the asset. Crews log a safe condition, unsafe condition, safe act, or unsafe act, with photo and GPS location attached. Observation data rolls into dashboards that surface patterns across assets, crews, and time periods.

Programs using this module consistently see near-miss reporting rates increase as the barrier to submit drops. That is precisely what the API RP 754 Tier 3/4 indicators, and every serious incident review, tell you to track.

Explore Work Observations
EHS Insight safety meeting record on a laptop

Prove Every Toolbox Talk Happened

Pre-tour safety meetings and toolbox talks are a daily operational requirement in oil and gas. They happen on drilling rigs, at production facilities and power plants, before pipeline and line maintenance crews start a shift, and at every turnaround and outage kickoff.

The problem isn’t running them. It’s proving they happened when a regulator, prime contractor, or insurance auditor asks for the record six months later.

EHS Insight logs the meeting topic, attendees, sign-off, and any action items assigned, digitally, from a phone, in real time. Safety meeting completion rates by crew, asset, and shift appear on the dashboard as a leading indicator. The record is timestamped and retrievable in seconds, not filed in a binder somewhere on the rig.

Explore Safety Meetings

Complete Your Program

More Modules Built for High-Hazard Work

View All Modules

Permit to Work

Issue, approve and close hot work, confined space, energized electrical, H2S and work-at-height permits. Work starts only when every reading, isolation and signature is in place.

Training & Qualifications

Track H2S Alive, OSHA 10 and 30, IWCF and IADC WellSharp, HAZWOPER, NFPA 70E, rigging and DOT operator qualifications. Supervisors get alerts before credentials expire.

Contractor & Prequalification

Hold COIs, EMR records, training matrices and site orientations for every contractor company and worker. Crews get a gate badge only after their record is verified.

Management of Change

Initiate, route, review, approve and close MOC requests with hazard reviews, affected documents and sign-offs attached, giving PSM sites a full audit trail.

JHAs & Stop-Work Authority

Build, version and deploy JHAs by task, asset and crew. Stop-work trends appear on dashboards so your team can act on them early.

Reporting & Analytics

TRIR, LTIR, DART, Tier 1 and 2 PSE rates, CAPA aging and contractor versus direct incident rates, with dashboards from asset manager to board.

Mobile and Offline

Built for the Field, Even When the Signal Drops

Native iOS and Android apps run the full inspection, JHA, observation, permit and incident workflows offline. Records sync when the device reconnects, so there is no gap in your record when a crew is out of range.

  • Field SupervisorToday's active permits and open inspection findings
  • HSE CoordinatorThe full asset rollup across crews and sites
  • VP of HSEAn enterprise scorecard with TRIR, PSE rates and training compliance
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Energy field technician in a hard hat logging an inspection on a tablet at a wind site
EHS Insight mobile app dashboard on a phone and tablet
Engineer with a laptop reviewing safety data beside refinery stacks at sunset

Safety Metrics

Track the Metrics That Matter and Move Them

Lagging indicators measure what already happened. Leading indicators show what is building. EHS Insight tracks both, so your team can act before a near miss becomes a Tier 1 event.

Lagging Indicators

Built-in reporting

  • TRIR, Total Recordable Incident Rate
  • DART, Days Away, Restricted or Transferred
  • LTIR, Lost Time Incident Rate
  • Tier 1 process safety events under API RP 754
  • Tier 2 process safety events under API RP 754
  • Fatality and serious injury rate by asset, crew and contractor

Leading Indicators

Where the platform pays for itself

  • Stop-work events logged and investigated per asset
  • Observation and near miss rate per worker
  • Permit-to-work completion and audit rate
  • Pre-task plan completion before first operation
  • Toolbox talk completion rate per crew
  • Training currency and days to credential expiry
  • Inspection completion and CAPA time to close
  • Contractor qualification rate at gate access

EHS Professionals Rank Us a G2 Leader in 2026

G2 Leader, Environmental, Quality and Safety Management, Fall 2026 G2 Momentum Leader, Fall 2026 G2 Highest User Adoption, Fall 2026 G2 Best Usability, Fall 2026 G2 Best Results, Fall 2026 Verdantix Green Quadrant EHS Software 2026 Challenger
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FAQ

Oil, Gas and Energy Safety Software Questions

Want to see it on your own workflows? Take the Instant Demo or request a custom quote.

What is oil and gas safety management software?

It is a platform that helps upstream, midstream and downstream operators run their HSE program from one system. It typically covers JHAs, permit to work, inspections, incident reporting, PSM documentation, OSHA 300 recordkeeping, training, observations and contractor management, replacing paper and disconnected tools with one mobile record across every asset.

Does EHS Insight work for power generation, utilities and renewable energy?

Yes. The same platform supports generating plants, transmission and distribution crews, and wind and solar operations. Teams use it for energized electrical, LOTO and work-at-height permits, substation and turbine inspections, OSHA 1910.269 and NFPA 70E training records, contractor oversight for outages and construction, and incident reporting from the field, even offline. See how it supports utility operations.

Does EHS Insight support OSHA 1910.119 Process Safety Management?

Yes. EHS Insight supports the key elements of OSHA 1910.119, including PHA action item tracking, MOC workflows, mechanical integrity records, hot work permits, contractor safety, incident investigation with root cause analysis and compliance audits. It provides the documentation backbone for all 14 PSM elements.

Does it support API RP 754 process safety performance indicators?

Yes. EHS Insight classifies and tracks Tier 1 and Tier 2 process safety events, plus the Tier 3 and Tier 4 indicators, such as near misses and unsafe conditions, that warn of future loss of containment. PSE data feeds the analytics dashboard for trending and benchmarking.

Can it support ISNetworld, Veriforce and Avetta prequalification?

Yes. EHS Insight manages the records that feed ISNetworld, Veriforce, Avetta and ComplyWorks, including EMR records, OSHA 300 logs, training matrices, COIs and incident history. Keeping that data current reduces the score impact of documentation gaps on your profiles.

Does it work offshore and at remote sites without connectivity?

Yes. Inspection, JHA, permit, observation and incident workflows run offline on iOS and Android. Records sync when the device reconnects, so offshore rotations, remote pads, and wind and solar sites with intermittent or satellite-only coverage keep a complete record.

Does it support BSEE SEMS requirements for offshore operations?

Yes. EHS Insight supports SEMS documentation under BSEE, including hazard analysis, management of change, operating procedures, safe work practices, training, mechanical integrity, pre-startup review, emergency response, incident investigation, audits, records management and stop work authority.

How does EHS Insight help reduce EMR?

Experience Modification Rate is driven by the frequency and cost of workers' comp claims over a rolling three-year period. That includes contractor incidents that count against the operator's recordable log.

EHS Insight reduces both frequency and cost in three ways:

  • Surfacing hazards at the observation and near-miss stage, before they produce injuries
  • Accelerating CAPA closure on inspection findings
  • Ensuring OSHA recordable classification is correct on the first entry

Lower TRIR and DART over time pull EMR down. That directly reduces premium and protects prequalification scores that have EMR ceilings.

How long does implementation take?

Most oil and gas customers run their core modules, including incident reporting, permit to work, inspections, JHAs and training, within weeks. Customer success and implementation support come with every subscription.

What does it cost?

Pricing is scoped to your headcount, modules and project profile. Request a custom quote and our team will build it for you.

Run Your Oil, Gas and Energy Safety Program From One Platform

See how crews, coordinators and HSE leaders work from the same record, from the first JHA of the shift to the board report.

Energy worker in a hard hat and high-visibility vest using a tablet at a processing facility