01 / ELECTRICAL
Electrical Safety & LOTO
Connect electrical work to the exact circuit, equipment, isolation state, authorized worker, testing, and re-energization.
Manage energized and de-energized work, switchgear, panels, transformers, generators, cable installation, temporary power, high- and low-voltage systems, testing, and commissioning.
- Track electrical hazard assessment, energized-versus-de-energized determination, LOTO, electrical isolation, and zero-energy verification.
- Verify electrician competency and authorization, electrical permits, and pre-work inspections.
- Follow testing, re-energization approval, and electrical closeout as one connected record.
02 / MECHANICAL / HVAC
Mechanical, HVAC & Equipment Installation Safety
Connect installation, lifting, rigging, testing, guarding, and commissioning to the equipment and work package.
Manage chiller, boiler, pump, compressor, mechanical piping, duct, equipment setting, rigging, welding, brazing, pressure testing, refrigerant work, and mechanical isolation.
- Connect the equipment or system to the lift/handling assessment, JSA/JHA, rigging plan, required permit, and lifting-device inspection.
- Track installation-area preparation, equipment positioning, mechanical connections, testing, and guarding/protection verification.
- Maintain the record through commissioning and closeout.
03 / PLUMBING / FIRE
Plumbing & Fire Protection Safety
Manage pipe, fire-system, pressure-test, access, lifting, and confined-space controls by system and location.
Cover water piping, drainage, sewer systems, pipe installation, underground services, fire sprinklers, fire piping, fire pumps, pressure testing, elevated pipe work, cutting/threading, and confined-space activity.
- Assess access, height, and confined-space risk and verify pipe handling/lifting methods.
- Check hot-work requirements and required permits before installation or connection work.
- Control the pressure-test area, capture leaks or failures, track corrective work and retest, then release the system.
04 / HOT WORK
Hot Work, Welding & Cutting
Keep permits, fire protection, fire watch, equipment checks, and post-work monitoring connected.
Support welding, brazing, cutting, grinding, torch work, combustible-material checks, gas cylinders, fire watch, fire protection, and post-work monitoring across specialty trades.
- Identify the work location and define the welding, cutting, or brazing activity.
- Verify combustible materials, fire protection, gas-cylinder/equipment condition, fire-watch assignment, permit, and pre-work inspection.
- Track active fire watch, post-work fire monitoring, final area inspection, and permit closure.
05 / HEIGHT / ROOFING
Work at Height, Roofing, Glazing & Façade Safety
Connect elevated trade tasks to access methods, fall protection, openings, edges, and authorization.
Manage roofing, skylights, façade and curtain-wall installation, glass, structural connections, elevated fire-protection and duct work, solar, telecommunications, scaffold, and MEWP work.
- Assess height, edges, and openings and select the access method.
- Define and inspect scaffold, ladder, or MEWP requirements and select fall-protection controls, anchors, tie-offs, and edge controls.
- Monitor conditions through execution and verify access/fall-protection equipment is removed or reinspected at completion.
06 / LIFTING / RIGGING
Lifting & Rigging for Specialty Trade Installation
Connect every lift to the component, load, lifting equipment, rigging arrangement, competent personnel, and authorization.
Support lifts involving HVAC units, chillers, pumps, pipe spools, structural steel, fire pumps, switchgear, transformers, glass panels, façade components, solar equipment, and industrial machinery.
- Verify load weight, select crane/hoist/lifting equipment, and establish the lift plan and rigging arrangement.
- Assess setup, inspect crane/hoist and slings/hooks/shackles, and verify operator/rigger competency.
- Establish exclusion zones, authorize the lift, record execution, and verify the installed load.
07 / CONFINED SPACE
Confined-Space Work for Specialty Trades
Connect entry authorization, atmosphere, ventilation, isolation, rescue readiness, personnel competency, and closure.
Support confined-space work involving mechanical piping, plumbing, tanks, pits, manholes, utility spaces, equipment rooms, industrial maintenance, and coating work.
- Classify the space, identify the trade task, assess atmospheric hazards, conduct gas testing, and establish ventilation.
- Verify electrical/mechanical/process isolation, rescue plan, entrant/attendant/supervisor competency, and entry permit.
- Maintain continuous monitoring, personnel accountability, final exit, and permit closure.
08 / INCIDENTS / REPORTS
Specialty Trade Incident Reporting, Compliance & Reports
Preserve the trade and work activity behind each event and keep reporting, investigation, action, and verification connected.
Centralize trade-specific incident families and retain client, project, work package, crew, supervisor, work location, trade activity, permit/JSA status, and equipment/tool context.
- Use the incident workflow from incident/near miss through immediate response, controlled work area, trade-specific investigation, root-cause analysis, corrective action, field verification, work resumption, and lessons shared across similar crews/projects.
- Maintain reports for electrical isolation/LOTO, energized work, arc flash, mechanical installation, HVAC lifting/rigging, pressure tests, hot work, fire watch, confined space, scaffold/MEWP/ladder, roofing, glazing/façade, steel, concrete cutting, silica, coating/blasting, demolition, certification/competency, client audits, and repeat findings.
- Keep client/project compliance follow-up tied to the exact requirement, action, verification, and recurrence history.