What makes an injury OSHA recordable: the 1904 decision tree
Walk 29 CFR 1904 as a decision tree: work-relatedness, new case, the general recording criteria, the closed first-aid list, and the borderline calls worked.
Insights
Notes from the configuration desk.
Practical writing on the Intelex V6 platform and on EHS practice, for the people who have to administer it on Monday morning.
OSHA 300, 300A and 301: what goes where and when it's due
The three OSHA recordkeeping forms, the Feb 1 to Apr 30 posting window, the March 2 electronic deadline, and exactly which establishments submit which form.
Five OSHA recordkeeping mistakes that show up in every audit
Restricted work, privacy cases, calendar-day counts, the 180-day cap and case-year confusion: the five 1904 errors auditors find, and how to close each one.
OSHA's most cited standards and what they say about your gaps
The FY 2025 top 10 list, read as a diagnostic: the program failure behind each standard and the exact document a compliance officer asks to see.
The OSHA inspection process, from knock to closing conference
How OSHA ranks inspections, what happens at the opening conference, who walks around, how interviews work, and the records you must hand over in four hours.
Contest an OSHA citation: deadlines, abatement, settlement
The 15-working-day contest window, what an informal conference does and does not buy you, the abatement paperwork OSHA requires, and the 2026 penalties.
TRIR, DART and LTIFR: getting the denominators right
Get the TRIR formula, the DART and LTIFR constants and the hours rules right, then reconcile the denominator to payroll so your rate survives an audit.
Leading safety indicators: twelve worth tracking
A low TRIR proves less than you think. Twelve leading safety indicators with the calculation, the data source, and the exact way each one gets gamed.
Building an EHS scorecard your executive team will read
A one-page EHS scorecard layout that survives an executive meeting: what to show, how to hold trend against target and benchmark, and how to own a bad month.
Incident management workflow: from report to closure
The seven stages of an incident management workflow, who owns each one, what the regulator dictates, and the five design faults that leave records stalled.
Root cause analysis methods: 5 Whys, fishbone, TapRooT, ICAM
What each root cause analysis method produces, which incidents it suits, and four tests that separate a real root cause from a restatement of the event.
Corrective action due dates: why CAPA closes late
Why corrective actions close late, and how to build a calculated corrective action due date and an escalation rule that actually fires in Intelex.
Intelex App Builder: objects, fields, relationships, views
How Intelex App Builder objects, fields, relationships and views really behave, which settings you can never change later, and a worked EHS data model.
Business rules vs workflows vs action handlers in Intelex
When Intelex business rules, workflows, action handlers and view actions each fire, what each can and cannot do, and how to pick the right one.
Intelex Formula Editor: the six functions you actually need
Exact signatures for GETDATA, FETCHVALUE, GETRELATED, FILTER, ISCHANGED and HASPERMISSION in the Intelex Formula Editor, plus the mistakes that cost hours.
Building Intelex dashboards people actually open
Scope an Intelex dashboard to one audience, keep widget and slicer counts honest, and make sure every viewer sees the data their location allows.
Getting Intelex data into Power BI: OData and the REST API
The two documented routes out of Intelex, how each one authenticates, how to structure and page an OData query, and the limits you will hit in Power BI.
Why your Intelex report times out, and what to change
What makes an Intelex report expensive, where to filter, how to tell a security problem from a data problem, and the checklist to work through in order.
EHSQ adoption: why rollouts fail after go-live
Your EHSQ system is live and nobody uses it properly. The configuration and workflow decisions that suppress adoption, and a diagnostic table to find yours.
A role-based Intelex training plan that sticks
Train Intelex users by role, not module. What each role must do unaided, how long it takes, the format that works, and how to prove competence.
Frontline safety reporting: getting workers to report
Why frontline safety reporting stalls, what a 60-second mobile report looks like, and how to close the loop so reporters see what their report changed.
Incident data migration into Intelex: a practical checklist
How to scope, map, load and validate an incident data migration in Intelex, with a step-by-step checklist and a done-when test for every step.
Data migration quality rules to set before you load, not after
The six data quality rules that cost hours before an Intelex migration and weeks after it, with how to enforce each one in the platform before you load.
Intelex location hierarchy design: the decision you cannot undo
How the Intelex location hierarchy drives record visibility, reporting rollup and security, and why it is the hardest thing to change after go-live.
Intelex rights vs permissions: why hierarchies break
Rights and permissions are different mechanisms in Intelex. Learn which one you are looking at, why each breaks on child objects and locations, and the fix.
Designing an Intelex security model for multiple sites
How many roles you actually need, how location assignment interacts with them, and how to handle cross-site staff, contractors and leavers in Intelex.
Audit trails and change control in a regulated Intelex environment
What the Intelex audit trail records, what it silently does not, and how to build the change control and segregation of duties an auditor will ask you for.
Building an audit and inspection program in Intelex
Why audits and inspections need different checklists, scoring and schedules in Intelex, and how to report program health instead of individual results.
ESG disclosure after the rollback: what still binds you
The SEC proposed rescission, the CSA paused, SB 261 is enjoined and CSRD shed most non-EU companies. Here is the ledger of what collapsed and what survived.
Building ESG reporting capability with no mandate behind it
No regulator forces most Canadian and US companies to report emissions. Customers, lenders, insurers and acquirers ask anyway. The honest case for building it.
California SB 253: binding now, on a date pending approval
SB 253 was not enjoined and in-scope entities stay obligated for Scope 1 and 2. CARB's September 2026 guidance sets 10 November 2026, pending OAL sign-off.
SB 261 is enjoined. What to do while the appeal runs
The Ninth Circuit enjoined SB 261 in 2025 and CARB is not enforcing it. No live deadline. How to hold a suspended obligation without wasting the year.
Bill S-211: the 31 May report and who it quietly catches
Canada's forced labour report is due 31 May every year. Size thresholds are measured worldwide, which catches more Canadian operations than expected.
CSRD after Omnibus I: are you still in scope?
Omnibus I moved every CSRD threshold on 18 March 2026. Work the Article 40a test on your own numbers and find out whether your group is still caught.
CSDS 1 and 2 are voluntary. They are not ignorable.
Nobody in Canada has to apply CSDS 1 or CSDS 2, and the CSA is paused. Here is why the data work still has a deadline and what Intelex will not hand you.
The Intelex ESRS content pack: what you still have to build
Intelex publishes an ESRS content pack for CSRD reporters. Here is what Intelex says it covers, and the platform work that no content pack can do for you.
From a double materiality assessment to indicators that run
A materiality assessment names topics. A platform needs units, owners, frequencies and factor scopes. Here is the translation nobody scoped, done properly.
ESG KPIs worth the configuration, and the ones that waste a quarter
Eleven ESG metrics with a source document behind them, the eight that quietly mislead, and why emissions per dollar of revenue improves when prices rise.
Scope 1, 2 and 3 for the person who owns the data
Finance wants emissions in tonnes by entity in six weeks. Here is what each scope asks for, who holds the source data, and what breaks before the arithmetic.
Emission factors in Intelex: the number that never errors
How Intelex resolves local, regional and global emission factors, why a wrong factor returns a plausible tonnage instead of an error, and how to find it.
Scope 2 dual reporting: two numbers, one meter
Location-based and market-based Scope 2 are both required and will not match. Why the gap is correct, and how to configure both without merging them.
Segregation of duties in Intelex: the assurance trap
Stage security and field-level permissions each look like segregation of duties. Neither delivers it alone, and the usual test cannot tell the difference.
The ESG KPIs you can actually configure in Intelex, field by field
Which ESG KPIs Intelex produces from standard configuration, which need a custom object or formula field, and which need data the platform does not hold.
What stalls an Intelex ESG rollout, and how to get past it
Security set up too late, an audit trail that was never enabled, and three more reasons an Intelex ESG build stops, with the fix for each.
Emission factor versioning in Intelex: the recalculation trap
How Intelex factor versions and effective dates behave, what a recalculation does to a closed period, and how to detect a restatement after the fact.
Mapping ESRS datapoints to Intelex objects: the ones that do not fit
Some ESRS datapoints become Intelex indicators. Others need a custom object, a controlled document, or a home outside the platform entirely.