SiteAxis modules

One operating model for field work, project controls, and audit evidence.

SiteAxis brings safety, environmental, risk, quality, commercial, schedule, documents, equipment, permits, and daily reports into a connected project-controls workspace. Each module is designed for controlled rollout: clear ownership, lifecycle rules, evidence capture, scoped exports, and traceable audit history.

SafetyRiskQualityCommercialScheduleDocumentsEquipmentPermitsDaily Reports
Core Modules

Field and project records that stay connected.

Core modules cover the day-to-day operational records that construction and infrastructure teams need to create, review, close, and report without losing evidence or context.

Safety & Environmental

Inspections, incidents, environmental events, corrective actions, and compliance evidence in one workflow.

Key workflows

  • Safety inspections
  • Incident reporting
  • Environmental events
  • Corrective actions

Typical users

HSE coordinators, site supervisors, project managers

Evidence and reporting

Attachments, PDFs, linked actions, notification packages, and audit-safe records.

Status controls

Lifecycle guards protect submitted, closed, archived, and locked records.

Risk & Schedule Intelligence

Connect risk registers to schedule context, review cycles, treatment plans, and exposure views.

Key workflows

  • Risk register
  • Schedule-linked exposure
  • Treatment planning
  • Review due dates

Typical users

Project controls managers, risk leads, schedulers, project managers

Evidence and reporting

Risk PDFs, linked schedule activity context, treatment notes, and scoped export data.

Status controls

Close, reopen, archive, and treatment status rules keep risk state defensible.

Quality NCRs

Manage NCR lifecycle, corrective actions, contractor review, closeout, attachments, and reporting.

Key workflows

  • NCR creation
  • Contractor review
  • Corrective action linkage
  • Close and reopen

Typical users

Quality managers, inspectors, contractor coordinators

Evidence and reporting

NCR report packages, shared corrective actions, attachments, and audit events.

Status controls

Status transitions and closed-record locks protect quality records from casual mutation.

Commercial Variations

Track commercial variations, approval guardrails, budget context, archive state, and export foundations.

Key workflows

  • Variation register
  • Submit and approval review
  • Budget context
  • Archive handling

Typical users

Commercial leads, cost managers, project managers

Evidence and reporting

Scoped exports, lifecycle audit fields, comments, timeline entries, and attachments.

Status controls

Draft, submit, approve, reject, withdraw, and archive rules are enforced server-side.

Documents

Control document registers, versions, linked records, metadata, attachments, and package-ready evidence.

Key workflows

  • Document register
  • Version tracking
  • Linked records
  • Archive controls

Typical users

Document controllers, project admins, discipline leads

Evidence and reporting

Version history, file assets, linked module context, and controlled export paths.

Status controls

Archived documents are hidden by default and locked from normal edit and attachment mutation.

Equipment & Permits

Manage equipment registers, inspections, permit status, linked schedule activities, and field evidence.

Key workflows

  • Equipment register
  • Equipment inspections
  • Permit register
  • Linked activities

Typical users

Site teams, plant managers, permit coordinators

Evidence and reporting

Attachment counts, inspection records, permit PDFs, linked activity summaries, and export data.

Status controls

Retired, inactive, expired, closed, and archived states protect records from unsafe edits.

Daily Reports

Capture daily work, weather, crews, equipment, visitors, issues, attachments, notifications, and PDFs.

Key workflows

  • Daily report creation
  • Crew and equipment logs
  • Issue tracking
  • PDF packages

Typical users

Superintendents, site supervisors, project managers

Evidence and reporting

Child-section persistence, attachment metadata, submitted notification descriptors, and PDFs.

Status controls

Submitted, approved, and archived reports are protected from normal mutation.

Platform Controls

Governance, exports, notifications, and API foundations.

Platform controls help teams manage access, evidence, auditability, and analytics without turning every workflow into a separate tool.

Admin, MFA & Audit Logs

Company setup, scoped roles, API keys, MFA policy, subscription status, and tenant audit evidence.

Key workflows

  • Role setup
  • MFA enforcement
  • API key management
  • Audit review

Typical users

Company admins, platform operators, project admins

Evidence and reporting

Tenant audit logs, platform audit logs, MFA audit events, and safe masked configuration views.

Status controls

High-risk Admin actions require scoped authorization and MFA/AAL2 where configured.

Reporting & Exports

Scoped internal exports, outgoing data APIs, report packages, dashboard foundations, and BI-ready data.

Key workflows

  • Internal exports
  • Outgoing API keys
  • PDF reports
  • Power BI extracts

Typical users

Analysts, controls teams, company admins

Evidence and reporting

Usage logs, pagination behavior, includeArchived handling, and scoped module datasets.

Status controls

Revoked keys, missing permissions, and cross-scope access are blocked by export routes.

Notifications

In-app and email notification foundations with safe recipient scoping and package descriptors.

Key workflows

  • Queue generation
  • Recipient scoping
  • Dedupe
  • Retry planning

Typical users

Admins, module owners, assigned users

Evidence and reporting

Notification events, queue rows, email-log safety, and secure-download package references.

Status controls

Provider sends remain controlled by staging/provider configuration and internal recipient gates.

API Foundations

Authenticated customer API documentation and scoped export endpoints for controlled analytics workflows.

Key workflows

  • Bearer API keys
  • Pagination
  • Archived-row handling
  • BI integration

Typical users

Analysts, integration owners, customer admins

Evidence and reporting

Endpoint reference, parameter tables, safe examples, and security notes for signed-in customers.

Status controls

Detailed documentation requires sign-in; paid entitlement enforcement remains a customer-readiness gate.

Connected Workflows

Designed for handoffs, evidence, and review.

SiteAxis modules are most useful when work crosses boundaries: field issue to corrective action, risk to schedule exposure, document to closeout package, and export to analyst review.

1

Field event to accountable action

A safety issue, environmental event, NCR, or daily report issue can be recorded with evidence, assigned for follow-up, tracked through corrective action, and included in audit-ready exports.

2

Risk connected to project controls

Risk records sit beside schedule and commercial context so project teams can see exposure, treatment state, review dates, and linked schedule activity impact.

3

Documented closeout

Modules use lifecycle controls, attachment history, PDFs, exports, and audit logs so teams can explain what changed, who acted, and what evidence supports the decision.

Evidence and Exports

Audit-ready does not mean static.

Attachments, PDFs, notifications, internal exports, outgoing API keys, and audit logs give teams a way to explain records without exposing secrets, signed URLs, or cross-company data.

Scoped attachments and file evidence

Controlled evidence surfaces are designed around tenant and project scope. Production provider setup, customer data gates, and final rollout approvals remain separate readiness steps.

Record PDFs and package foundations

Controlled evidence surfaces are designed around tenant and project scope. Production provider setup, customer data gates, and final rollout approvals remain separate readiness steps.

Internal and outgoing exports

Controlled evidence surfaces are designed around tenant and project scope. Production provider setup, customer data gates, and final rollout approvals remain separate readiness steps.

Who It Supports

Different roles, one shared project record.

Site and HSE teams

Use Safety, Environmental, Equipment, Permits, and Daily Reports to capture field reality with attachments, statuses, and follow-up actions.

Controls and commercial teams

Use Schedule, Risk, Commercial, Reporting, and API foundations to monitor exposure, exceptions, exports, and decision evidence.

Admins and governance owners

Use Admin, MFA, audit logs, module subscriptions, API keys, and notification controls to keep rollout scoped and traceable.

View pricingRead support guidance