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Risk Mentor × Horizon Energy Group | ToR Response

What Risk Mentor Offers

Mobile & Offline

Android phones/tablets, full offline capture, auto-sync with conflict resolution; downloadable forms, cached hazard libraries and job plans.

Variation Management

“This job has changed” prompts, pause/update/re-approve JSEA/SSSP, instant hazard flags, escalation to supervisors/HSEQ.

Decision Intelligence

Live dashboards, audit trails, leading indicators, export to Power BI/Excel; control-drift and active compliance monitoring.

Operational Risk Management Software Tool

Objectives & Approach

  • Equip field staff with a mobile, offline-capable tool to document and manage operational risks (Take Five, JSEA, SSSP).
  • Capture variation from planned work and escalate as required.
  • Strengthen leadership’s ability to implement controls, verify practice, and support safe decisions.
  • Create a digital record of dynamic risk conversations and actions taken.
  • Evaluate usability, variation support, sync robustness, and integration ease.

Risk Mentor Fit

  • Field Portal (FP): Android-first, offline + auto-sync; downloadable forms, cached hazard libraries, job plans.
  • Variation: “Job changed” prompts → pause/update/re-approve; hazards/crew/weather flags; supervisor/HSEQ escalation.
  • Safety tools: Take Five (risk triggers); JSEA/SSSP linked to tasks; HEG Critical Risk Controls; control guidance & visual cues.
  • Leadership (GPR): live dashboards, overdue/high-risk flags, sign-off on variations, audit trail, SWP/risk register loop.
  • Reporting/Integration: ecoPortal, scheduling/timekeeping; exports for client docs, investigations, ISO; Power BI/Excel.
HEG Deliverable Risk Mentor Capability Acceptance Criteria
Mobility & OfflineFP offline on Android/iOS phones/tablets; auto-sync; conflict resolution; cached libraries.Field tests pass with no coverage; zero data loss; conflicts logged/resolved.
Real-Time Variation“Job changed” prompts; JSEA/SSSP pause/update/re-approve; escalation.All variations timestamped; approvals/audit trail intact; escalation SLAs met.
Field-Ready Safety ToolsTake Five with triggers; JSEA task linkage; embedded HEG controls; visual cues.≥95% valid records; ≤2% exception rate; control prompts shown by task.
Leadership OversightLive dashboards; overdue/high-risk flags; SWP/risk register update loop.Weekly exec/ops dashboards; drill-through to evidence.

Interactive Competency-Based Training Management

Objectives & Deliverables

  • Centralised competency framework setup/maintenance aligned to CCF and EDI peers.
  • Worker skills, certifications, quals, records; refresher requirements.
  • Alerts for expiries; real-time reporting for individuals/teams; drillable dashboards.
  • Ease of maintenance, report sharing; Excel/PDF export; privacy-compliant RBAC.

Risk Mentor Fit

  • CFW & obligations mapping: configure to CCF and sector requirements; data sharing with other networks as needed.
  • Institutional knowledge capture: co-design workflows so know-how is embedded (not just certificates).
  • Active alerts: expiry warnings to workers/supervisors; variation handling for training changes.
  • Reporting: role-based dashboards & exports; optional HR/LMS/BI integrations.

Equipment Safety, Certification & Compliance

Objectives & Deliverables

  • Equipment catalogue by type/state (current, expired, lost, storage, repair, stolen).
  • Compliance testing & expiry dates; calibration certificates; alerts for expiry.
  • Assignments to individuals/vehicles; bulk upload updates; drillable dashboards; Excel/PDF exports.

Risk Mentor Fit

  • Control-drift monitoring: overdue inspection/calibration flagged as control drift; surfaced in dashboards/alerts.
  • Traceability: link equipment to workers/vehicles and task workflows (readiness checks in FP).
  • Low-friction integration: harvest/push with provider databases; report sharing for audits.

Feedback From the Field

Promoting Reflection

Risk Mentor’s platform encourages workers to reflect on their tasks by asking relevant questions, ensuring they consider their actions carefully rather than operating on autopilot.

Guiding Daily Operations

Risk Mentor is used at each step of the day, assisting in planning and orientating tasks by providing clear, structured workflows that guide what needs to be done.

Empowering Supervisors

Risk Mentor streamlines supervision by replacing paper-based systems with digital workflows, providing supervisors with valuable tools to manage teams efficiently.

Ensuring Consistency

Risk Mentor promotes consistency in operational activities, ensuring tasks are performed the same way every time for reliable and predictable outcomes.

RM inForms — Built with Frontline Teams

The RM inForms application runs on both Android and iOS, designed hand-in-hand with frontline teams. It ensures workers receive the right resources to complete their workflows, while also capturing the key information they return — demonstrating professionalism and accountability in task execution.

RM inForms Application Screenshot

Structured Workflows — Handling Challenges

Structured workflows immediately flag when there is a challenge in executing an activity in line with requirements. This ensures teams can respond quickly and apply safe, compliant alternatives.

Reinforcement of Control Implementation

Field and leadership reinforcement of the requirement to implement controls is achieved through:

  • Reminders for field crews on the control expectations
  • Records (and photographs) by field crews of controls implemented as tasks are performed
  • Field inspections by supervisors and leaders with prompts to confirm controls in place

Capturing Conversations & Considerations

Conversations and considerations are captured directly in text fields within relevant forms completed by field teams and leadership during in-field inspections. This ensures that risk decisions and justifications are recorded consistently for accountability and future review.

Digital Workflows with Ruggedised Devices

Ruggedised or protected mobile devices replace paper-based activity recording, providing frontline teams, supervisors, and leaders with a reliable digital solution. This ensures that up-to-date information is always available, supporting better decision making in the field.

Recording Task Execution & Managing Variations

In-field team members can record their execution of tasks and identify conditions that require attention. Changes in equipment state, skilled personnel availability, or shifts in the work environment are logged, with guidance provided on the best responses to different levels of variation.

Risk consideration workflows support structured decision-making — for example, describing an unwanted situation and referencing a TARP (Trigger Action Response Plan) review process.

Offline Operation & Sync Process

The default configuration is designed for offline operation. Data is stored safely in-field and exchanged automatically when devices connect at Wi-Fi–enabled offices or workshops. This approach avoids corruption of data caused by patchy mobile coverage, ensuring reliability for teams working in remote or dynamic environments.

Integration with Business Systems

Risk Mentor integrates seamlessly with existing business systems to reduce duplication and make data easier to use in the field. Information is updated directly from trusted sources, ensuring frontline teams always have the latest job lists, competencies, and equipment records at their fingertips.

  • Daily or scheduled updates from HR, maintenance, and financial systems
  • APIs and secure bridges connect master databases with RM workflows
  • Field teams see contextualised information where and when they need it
Integration with Business Systems Example

User-Centred Workflow Templates

Workflow templates are designed with in-field users to ensure usability and relevance. Depending on the application, the questions, responses, and overall look-and-feel are adapted to match the task and context.

The native application, available on both Android and iOS, as well as an online form tool, is compliant with platform requirements — ensuring smooth operation on whatever device is being used.

Demonstration of Workflow Templates on Devices

Offline Functionality

The Risk Mentor platform is built for offline operation, ensuring teams can work without interruption in remote or low-connectivity environments. Data is stored locally on the device and synchronises automatically when a stable Wi-Fi or network connection becomes available.

This guarantees that no records are lost and frontline staff can continue working productively, regardless of coverage conditions.

Flexible In-Field Information

The types of information downloaded to the app are completely flexible and tailored to the requirements of in-field users, helping them make better real-time decisions.

  1. Traffic management plans for relevant work areas
  2. Competency records for frontline workers
  3. Compliance dates for equipment (e.g. roadworthiness certificates)
  4. Approved contractor information
  5. Procedures and key references (e.g. TARPs)

Key Questions in Workflows

Key questions are included in workflows to prompt in-field workers to rethink their decisions. Prompts around prevailing weather conditions, road conditions, equipment status, and the presence of public or third parties in proximity are all included to help workers make the best decision about how to progress their tasks.

In some cases — where conditions are unfavourable — the best decision is to defer to senior team members, who may provide additional resources or endorse rescheduling until conditions improve.

Approval Gates in Workflows

Workflows embed all the requirements of Job Safety and Environment Analyses (JSEAs) and Site-Specific Safety Plans (SSSP). They include structured trigger point questions that, if they cannot be confirmed, prompt workers to seek formal approval before proceeding with the task.

When a workflow reaches an approval gate, guidance is provided on the next steps. If the requirements cannot be met, the workflow triggers a reapproval process, typically involving supervisor or manager sign-off before work can continue.

Key Checks in Workflows

Particularly when a workflow is being used to guide a work team, there are some key checks required. The responses to these checks help frontline team members determine the appropriate next steps.

These checks may include direct links to Trigger Action Response Plans (TARPs), ensuring decisions are informed and aligned with safety expectations.

Dashboards & Drill-Down Insights

Dashboards provide real-time visibility across the portal and the connected Metabase platform. They allow users to drill down into detail on a wide range of items, ensuring leadership and field teams have the insights they need to act decisively.

Supervisor Sign-Off & Permit Integration

Workflows include dedicated sections for supervisor sign-off, ensuring critical tasks and permits are formally approved before work proceeds. This provides accountability, traceability, and compliance at every stage of operations.

Hazard Controls & Strategic Risk Tools

Hazards in most work environments are generally known. The workflows guide teams in confirming the adequacy of controls in place for those hazards, ensuring they remain effective and relevant.

Beyond day-to-day hazard checks, Risk Mentor supports the use of Credible Failure Modes (CFMs) as a strategic tool — offering a more practical and structured approach than continually expanding risk registers.

Access to Multiple Sets of Information

Risk Mentor provides access to multiple sets of information, ensuring that users can view dashboards, monitor records, and generate device logs directly within the app. This functionality supports traceability, accountability, and insight into field activities.

Training Record Updates

Updates to training records are readily achieved, with changes reflected directly within the app. This ensures that frontline teams always have access to the most current competency information.

Data Export & Reporting

Risk Mentor supports data export and reporting across platforms. Teams can generate CSV exports from Metabase, output management plans directly from source information, and produce audit logs for compliance and oversight.

Activity Records & Leadership Oversight

The platform enables the generation of records of activity, inspections, and leadership interventions. Reports can be configured to deliver value-adding insights that support leadership decision-making, ensuring flexibility while maintaining compliance.

Workflow Triggers & Change Management

Workflows include triggers for identifying changes in conditions or requirements. These may introduce stop-points that require a decision before work continues, ensuring safety and compliance.

Customisation options allow integration with a dedicated Change Management form or direct connection with external systems, providing flexibility in how changes are managed.

Role-Based Permissions

The database is structured so that roles define the point of control for create, read, modify, and delete (CRUD) permissions.

This ensures that different logged-in users can only access workflows and data relevant to their responsibilities, strengthening both security and operational clarity.

End-to-End Risk Management Lifecycle

Risk Mentor combines all key elements of effective governance into a single system: establishing baselines, guiding safe work through structured workflows, capturing records of activity, and enabling auditing & drift detection.

This integrated approach ensures traceability and continuous improvement across the entire safety and compliance lifecycle.

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