How to Use SIFT

Master your workplace safety management with this comprehensive guide. Learn how to leverage AI-powered tools, maintain OSHA compliance, and streamline your safety workflows.

Getting Started

Platform Overview

SIFT is a comprehensive workplace safety management platform that combines AI-powered assistance with OSHA-compliant documentation and analysis tools. The platform is designed to streamline safety workflows and ensure regulatory compliance.

Safety-First Design

Built with OSHA compliance and workplace safety as the foundation

AI-Powered

Intelligent assistance for hazard analysis, incident classification, and safety guidance

Navigation

The sidebar navigation provides quick access to all platform features. Hover over the collapsed sidebar to expand it and see full labels.

Assistant— Main chat interface with AI safety assistant
Chat History— View and manage previous conversations
Job Hazard Analysis— Create and manage JHA forms
Incidents— Report and track workplace incidents
Training Plans— Create AI-powered employee training programs

AI Safety Assistant

Starting a Conversation

The AI Assistant is your primary interface for safety-related questions, document generation, and regulatory guidance.

Pro Tips

  • Be specific in your questions for better responses
  • Mention specific regulations, industries, or hazards
  • Ask for step-by-step guidance when needed
  • Request document templates or forms

Automated Form Generation

The AI can automatically detect when you want to create safety documents and trigger the appropriate forms.

JHA Generation

Try saying:

"I need to create a JHA for welding operations"

Incident Reporting

Try saying:

"I want to report an incident"

Training Plans

Try saying:

"Create training plan for forklift operator"

Job Hazard Analysis

Creating Your First JHA

Job Hazard Analysis (JHA) forms help identify workplace hazards and establish safe work procedures.

Navigate to JHA Section

Click the Shield icon in the sidebar or ask the AI assistant

Start New JHA

Click "Create JHA" button in the top right

Fill Basic Information

Enter job name, location, department, and employee details

Use AI Assistance

Click "Generate with AI" to auto-populate hazards and controls

JHA Workflow

JHAs follow a structured workflow from creation to approval. Understanding each status helps manage your safety documentation effectively.

Draft

JHA is being created or edited. Can be modified freely.

Submitted

JHA submitted for review. Awaiting supervisor approval.

Approved

JHA approved and active. Ready for field use.

Rejected

JHA needs revision. Check feedback and resubmit.

AI-Powered Analysis

The AI can automatically generate comprehensive hazard analyses based on job descriptions and industry best practices.

AI Features

Automatic hazard identification based on job type
Industry-specific safety controls and procedures
PPE recommendations tailored to identified hazards
Step-by-step safety procedures generation
Regulatory compliance checking

Incident Management

Reporting an Incident

Quick and accurate incident reporting is crucial for workplace safety and OSHA compliance.

Access Incident Reporting

Navigate to Incidents section or say "I want to report an incident" to the AI

Basic Incident Details

Enter when, where, and who was involved in the incident

Incident Description

Provide a detailed description of what happened

AI Classification

Use "Generate Injury Classification with AI" for automatic OSHA-compliant categorization

OSHA Compliance

The platform automatically handles OSHA compliance requirements, ensuring your incident reports meet federal standards.

OSHA 300 Log

Automatic generation of required injury/illness log

Auto-Generated

Reportability Assessment

AI determines if incident requires OSHA notification

AI-Powered

Form 301 Details

Detailed injury and illness incident report

Compliant

Privacy Case Handling

Automatic privacy protection for sensitive incidents

Secure

Incident Categories

Injury

Physical harm to an employee requiring medical attention

Illness

Work-related health conditions or diseases

Near Miss

Incidents that could have resulted in injury but didn't

Fatality

Work-related deaths requiring immediate OSHA notification

Training Plans

Creating Training Plans

AI-powered training plans help ensure employees receive appropriate safety training based on their job roles and industry requirements.

Navigate to Training Plans

Click the Training (FileBadge) icon in the sidebar or ask the AI "Create a training plan"

Enter Job Information

Provide job title, description, employee details, and risk level

AI Training Generation

Click "Generate Training Plan" to create comprehensive certifications and requirements

Track Progress

Mark certifications and requirements as completed to track employee progress

AI-Generated Training Content

The AI analyzes job requirements and industry standards to generate comprehensive training programs.

Training Components

Industry-specific certifications and licenses
Safety training requirements by job role
Estimated training hours and costs
Training providers and renewal periods
Priority-based training schedules

Completion Tracking

Track employee progress through training programs with visual indicators and status updates.

Individual Progress

Click training items to mark as completed and track individual progress

Status Management

Training plans automatically update status based on completion rates

Export Training Plans

Generate professional Word documents for training plans to share with supervisors and maintain records.

Word Document Export

Click "Export to Word" to generate comprehensive training plan documentation with progress tracking

Export & Reporting

OSHA 300 Log Export

Generate official OSHA 300 logs in proper Word document format for compliance reporting and record keeping.

Access OSHA Export

Go to Incidents section and click "Export OSHA 300" button

Official Format

Downloads properly formatted Word document following OSHA Form 300 requirements

Complete Data

Includes all incident details, classifications, totals, and establishment information

Document Exports

Export safety documents in professional formats for sharing, printing, and record maintenance.

JHA Export

Export Job Hazard Analysis forms as Word documents with OSHA-compliant formatting

Training Plans

Generate comprehensive training documentation with completion tracking

OSHA 300 Log

Official OSHA Form 300 logs with automatic totals and compliance formatting

Export Best Practices

Professional Documentation

All exports include proper headers, logos, and formatting
Documents are ready for printing and official submission
Export tracking maintains audit trail for compliance
Files use descriptive naming with dates for organization

Best Practices

AI Interaction Tips

Be Specific

Instead of "help with safety," say "create a lockout/tagout procedure for electrical maintenance"

Provide Context

Mention your industry, equipment type, and specific hazards for tailored responses

Ask Follow-up Questions

Dive deeper with questions like "What PPE is required?" or "What are the regulatory requirements?"

Documentation Best Practices

JHA Best Practices

Review and update annually
Include worker input and feedback
Be specific about hazards and controls
Use clear, actionable language

Incident Reporting

Report immediately (within 24 hours)
Include witness statements
Use AI classification for accuracy
Export OSHA 300 logs regularly

Training Management

Generate training plans for each role
Track completion progress regularly
Export documentation for audits
Review certification renewal dates

Compliance Management

Critical Reminders

Report fatalities within 8 hours
Report hospitalizations within 24 hours
Maintain injury logs for 5 years
Post OSHA 300A summary annually (Feb 1 - Apr 30)

Account & Settings

Profile Management

Keep your profile information current for accurate documentation and communications.

Personal Information

Update name, email, and contact details in Settings

Company Details

Ensure company information is accurate for compliance reporting

Subscription & Billing

Plan Details— View current plan and usage limits
Billing History— Access invoices and payment records
Upgrade Options— Explore additional features and capacity

Need Additional Help?

Our team is here to help with any questions about safety procedures, regulations, or platform functionality. Reach out to us directly.