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Lynx Field Service - CNESST Workplace Safety (Québec)

Pre-job safety checklist and CNESST incident escalation for Quebec field service work orders

lynx_field_service_cnesst · v19.0.2.1.0 · Standard

What this solves

Lynx Field Service - CNESST Workplace Safety (Québec)

Toolbox talks, PPE checks and incident escalation for any field service business operating in Québec, where the Commission des normes, de l'équité, de la santé et de la sécurité du travail (CNESST) sets workplace-safety obligations that apply on every job site regardless of trade — cleaning, delivery, HVAC, plumbing or general maintenance.

This is a thin bridge: the CNESST incident register is a standalone platform module, lynx_cnesst, since the obligation applies to any Québec employer, not just ones with field technicians. This module adds a Health & Safety page onto the core field.service.order for the pre-job checklist dispatchers already expect (toolbox talk, PPE, hazards) plus an optional incident section that, once something happens on site, escalates into a lynx.cnesst.incident linked back via work_order_id, so the safety officer investigates without re-typing what the technician recorded.

Key Features

  • Pre-job safety fieldssafety_briefing_done, ppe_verified and site_hazards on every work order's Health & Safety page, independent of the technician's trade or the order's service type.

  • On-order incident capturehas_incident gates a group of incident fields (type, description, first aid, lost-time, CNESST reporting status and report number) that stay hidden until something actually happens on the job.

  • Incident escalationaction_open_safety_incident() creates a lynx.cnesst.incident with work_order_id set (or reopens it if one already exists), copying the order's incident fields onto it.

  • Work order link on the incident — extends lynx.cnesst.incident with work_order_id so an incident raised from a work order stays traceable back to it from the standalone incident register too.

  • Pre-Job Safety checklist template — ships a field.service.checklist.template (toolbox talk, PPE, hazards, first-aid kit, emergency contacts, lockout/tagout) applied through the core's existing checklist-template mechanism.

  • Safety skill rows — seeds ASP Construction card and SIMDUT/WHMIS as hr.skill rows under a new Safety category so dispatch can require them on a work order.

  • Health & Safety menu — a submenu under Field Service linking to lynx_cnesst's own incident action, so dispatchers reach it without leaving the Field Service app.

Integrates With

  • lynx_field_service — extends field.service.order and the field.service.checklist.template / hr.skill data mechanisms it provides.

  • lynx_cnesst — the standalone CNESST incident register this bridge links work orders into; also grants Field Service roles access to lynx.cnesst.incident.

  • lynx_license_enforcer — premium licensing gate.

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