The challenge
HSE information is fragmented: the action raised from an inspection lives in one register, the risk assessment in another, and nobody can see the full chain. Sharing a record by e-mail risks sending it to someone who should not see it.
Platform & governance Available
Connected Records, Search & Sharing
Every record linked to its causes and follow-ups — searchable, shareable and fully traced.
Records in Green Codes Pro are connected across modules: an incident links to its corrective actions, risk assessment, permit and documents, and the same Related Records panel appears on every record page. Global search and the command palette find records and pages across modules, always within each person's access.
Capability map
11 capabilities- Capability5
- Workflow2
- Integration3
- Governance1
6 workflow stagesAI-assistedMobile & field
Overview
Why Connected Records, Search & Sharing matters
How Green Codes Pro helps
A single relationship graph defines which records may link to which, and every record page shows its related records with restricted entries reduced to a reference. Follow-up records are raised from the record with their source trail, field-level history shows what changed, and record sharing sends each recipient only what they may see.
How it works
From first entry to closure
The 6 stages a record moves through, from the first entry to a verified close.
- 01
Stage 1
Open a record
- 02
Stage 2
See related records
- 03
Stage 3
Raise a follow-up
- 04
Stage 4
Link existing records
- 05
Stage 5
Share or print
- 06
Stage 6
Review history
Capabilities
What you can do
11 documented capabilities, each verified against the product.
11 capabilities
- Capability
Global search
Search records across modules — observations, incidents, actions, risks, audits, NCRs, regulations, people and more — through each module's own visibility rules.
- Capability
Command palette
Jump to any page you can reach, grouped by section, or to a matching record, from the keyboard.
- Integration
Related Records panel
The same panel on every record page lists linked records; entries you may not open show only module, relationship and reference.
- Integration
Cross-module relationship graph
One configuration defines which records may link to which and how each is described on another record's page.
- Workflow
Raise from here
Raise a follow-up record — such as a corrective action from an incident — directly from a record, keeping the source trail.
- Integration
Link existing records by reference
Link an existing record by its reference number; missing and forbidden references give the same answer.
- Workflow
Risk review requests
Ask for a risk assessment to be looked at again from the record that prompted it.
- Governance
Field-level record history
A history panel shows who changed which fields, from what to what, beside relationship events, on observations, incidents, actions, NCRs and other records.
- Capability
Share records by e-mail
Share observations, incidents and corrective actions by e-mail; the sender must see every record and each recipient receives only those they may see.
AI-assisted
Intelligence built in
The assistant can search records and read related records through the same visibility rules.
AI suggestions support qualified people — they never replace professional review, and every decision stays with your team.
AI across the platform →Mobile & field
In the field
Record quick views show the map location, signatures and voice notes on phone screens.
Business advantages
What changes for your organization
See the full chain from observation or incident to actions, risks and documents.
Find any record or page in seconds from one search box.
Traceable changes with old and new values on key records.
Safe sharing that respects each recipient's access.
Follow-up work raised in context, with its source preserved.
Who benefits
- HSE directors
- Site supervisors
- Compliance managers
- Project directors
- Employees
Connected Records, Search & Sharing
See it working with your own processes
Book a live demo with a product specialist, or request a quotation tailored to your users, projects and sites.