Ditch the overpriced, rigid safety software—take control with SmartSheet.

Tired of EHS software that locks you into rigid workflows, charges extra for every customization, or simply tells you “that’s not possible”? SmartSheet offers a cost-effective, fully customizable alternative with powerful automations, real-time collaboration, and pre-built templates designed for tech-savvy EHS professionals and small business owners. Whether you’re tracking incidents, managing training, or automating safety reports, you can adapt the system to fit your exact needs—without waiting on IT or paying extra fees.

Explore our collection of SmartSheet templates and build a safety management system that works for you, not against you.

Make it stand out.

  • Observation Reporting

    Tracking and managing safety concerns efficiently is crucial for maintaining a proactive safety culture. This SmartSheet Ticket Management Template provides a streamlined way to log, track, and resolve workplace safety concerns, including STOP cards, hazard observations, and near-miss reports.

    With customizable fields, automated notifications, and real-time status updates, this template helps EHS professionals and business owners ensure that every reported concern is addressed promptly. By centralizing concern reports in SmartSheet, you gain improved visibility, accountability, and data-driven insights to enhance workplace safety.

  • Tracking Health & Safety Campaigns

    Managing long-term health and safety campaigns requires a structured approach to ensure progress, accountability, and measurable impact. This SmartSheet Project Tracking & Rollup Template provides a centralized dashboard to plan, monitor, and track key safety initiatives over time.

    Whether you’re rolling out a safety culture program, a multi-phase training initiative, or a long-term risk reduction campaign, this template helps you set milestones, assign tasks, track completion rates, and consolidate data across multiple projects. With built-in automation and reporting, you can ensure sustained engagement and continuous improvement.

  • Permit To Work

    Managing Permit to Work (PTW) processes efficiently is essential for controlling high-risk tasks and ensuring compliance with safety protocols. Using the SmartSheet Ticket Management Template, you can streamline permit requests, approvals, and tracking in one centralized system.

    This template allows teams to log permit requests, assign approvals, track work status, and automate notifications to ensure that no critical step is missed. By digitizing your PTW process, you improve visibility, accountability, and compliance, making it easier to manage work permits for hot work, confined spaces, energy isolation, and other high-risk activities.

  • Safety Alerts Dashboard

    Quick and effective communication of safety alerts is critical for keeping teams informed and preventing incidents. The SmartSheet Simple Information Dashboard Template provides a centralized way to track, share, and monitor safety alerts in real-time.

    Use this dashboard to log near-miss reports, regulatory updates, equipment failures, or critical safety notices, ensuring that key information is visible, accessible, and actionable for your team. With automated updates and easy customization, this template helps EHS professionals keep safety communications clear, consistent, and data-driven.

  • Incident Tracking

    Effectively managing safety incidents requires a structured approach to ensure timely reporting, investigation, and resolution. Using SmartSheet for incident tracking allows EHS professionals to log events, document root causes, assign corrective actions, and track resolution progress in real time. With automated workflows and centralized data, teams can improve accountability, compliance, and trend analysis, helping to prevent future incidents.

  • Corrective Action Tracking

    Ensuring that corrective and preventive actions (CAPAs) are properly implemented is key to improving workplace safety. With SmartSheet, you can log findings from audits, inspections, and incident investigations, assign responsibility, set deadlines, and track progress through completion. Automated notifications and dashboards provide visibility into open actions, overdue tasks, and completion rates, ensuring continuous improvement and regulatory compliance.

  • Risk Register

    A well-maintained risk register helps businesses proactively identify, assess, and mitigate workplace hazards before they lead to incidents. Using SmartSheet, you can document risks, assign severity and likelihood ratings, track mitigation measures, and monitor changes over time. With real-time updates and reporting, safety teams can prioritize high-risk areas and ensure that controls remain effective, fostering a proactive safety culture.

  • Defect Tracking

    Identifying and addressing equipment defects, maintenance issues, and quality concerns is crucial for maintaining a safe and compliant work environment. Using SmartSheet as a defect tracker, you can log defects, assign corrective actions, track repair progress, and ensure timely resolution. Automated notifications and dashboards help improve visibility, accountability, and compliance, reducing the risk of equipment failures and workplace incidents.

  • EHS KPI Dashboard

    Tracking Environmental, Health, and Safety (EHS) Key Performance Indicators (KPIs) is essential for measuring safety performance and driving continuous improvement. With SmartSheet, you can monitor leading and lagging indicators, track incident rates, audit findings, training compliance, and more—all in one centralized dashboard. Automated reporting and real-time updates provide clear insights into safety trends, helping organizations make data-driven decisions to enhance workplace safety.

  • Safety Equipment Tracking

    Keeping safety equipment inspected, maintained, and readily available is critical for workplace safety and compliance. The SmartSheet Asset Management Template provides an efficient way to track safety gear, expiration dates, inspections, and assignments in one centralized system.

    Use this template to manage fire extinguishers, PPE, fall protection gear, first aid kits, and more, ensuring that equipment is properly maintained, replaced on schedule, and always ready for use. With automated alerts for upcoming inspections and real-time status tracking, this tool helps EHS professionals stay proactive and compliant.

  • EHS Training & Onboarding

    Ensuring that new craft workers, supervisors, and EHS specialists receive proper safety training is essential for building a strong safety culture. The SmartSheet New Employee Onboarding Template can be customized to track required EHS training, certifications, and orientation milestones, ensuring compliance from day one.

    Use this template to assign safety courses, monitor completion status, schedule follow-ups, and document training records in a centralized system. With automated reminders and real-time tracking, you can ensure that every new hire—whether in the field or in a safety role—meets regulatory and company training requirements before starting work.

  • Contact List for Safety Notifications

    Having an up-to-date contact list for workers and supervisors is essential for effective incident notifications, safety alerts, and permit-to-work approvals. The SmartSheet Employee Contact List Template allows EHS teams to organize key personnel details, track emergency contacts, and ensure quick communication during critical events.

    Use this template to categorize contacts by role, location, or project, ensuring the right people receive timely safety updates. With real-time accessibility and automated updates, this tool helps streamline communication and improve response times for incidents, work permits, and urgent safety alerts.