Occupational health and safety software that closes gaps

Yes, in Lumiform, you can attach work instructions directly alongside the corresponding inspection form, so the person completing the check sees the instruction and the documentation field together in one view. You build both in the form builder, no IT required. This removes the situation where someone has to hunt across folders or systems to find the relevant instruction before they can complete the record. Everything sits in one place, accessible on mobile or desktop.

The analytics dashboard shows completed, overdue, and outstanding inspections across all your projects in real time. You can filter by project, location, or assigned user to see exactly which sites are red. From there, you can trigger automated email notifications directly to the responsible person or team. You no longer need to press a button and manually compile a list. The system surfaces who is overdue and who is accountable without you chasing it manually.

Lumiform supports multi-step approval workflows where a site manager submits a completed inspection and an account manager is required to review and sign off before the record closes. You can configure role-based routing so approvals automatically go to the right person per territory, rather than manually assigning each one. This gives you real-time visibility of what has been submitted, what is pending sign-off, and what is fully closed, across all sites and account managers simultaneously.

You schedule inspections in Lumiform and the system sends automated notifications to the assigned user when a check is due. If it goes overdue, automated reminders go out without you intervening. This replaces the current situation where scheduling runs through email and verbal communication and follow-up depends on someone remembering to chase. Managers see overdue inspections flagged on the dashboard in real time, so nothing falls through the cracks between one person and the next.

The Lumiform mobile app works fully offline on iOS and Android. Field teams complete inspections, capture photos, and record findings without a network connection. When connectivity is restored, the app syncs automatically. This is a hard requirement for anyone working across sites where network coverage is unreliable. The outbox section in the app shows forms that are queued for sync, so you always know what has been submitted and what is still pending upload.

Customers and users can sign directly in the Lumiform app on a mobile device or tablet. E-signatures are captured as part of the inspection record and stored with the completed form. This removes the need to print a document, get a physical signature, and then re-file it. For organizations that have been blocked by the absence of digital signature support in other tools, this is a native capability in Lumiform, available on both mobile and desktop.

Lumiform includes a library of over 12,000 ready-to-use templates covering safety inspections, HACCP, risk assessments, vehicle checks, audits, and more. You can access and use these directly without building from scratch. If an existing template is close but not exact, you edit it in the no-code form builder without IT involvement. For occupational health and safety specifically, there are templates covering the most common legally required inspection types, so you can start running inspections quickly rather than spending weeks on setup.

Lumiform holds SOC2 certification and operates under GDPR-compliant data practices. For NIS2 compliance, data residency, and backup and recovery documentation, these are addressed directly through the enterprise evaluation process. If your procurement requires formal security documentation, the Lumiform team provides this as part of the enterprise onboarding. Any specific IT security requirements, including NIS2 alignment and recovery concepts, should be confirmed directly with the Lumiform sales and security team during your formal evaluation.

Lumiform stores data on AWS Frankfurt, which is within Europe and has been confirmed as acceptable by customers with existing GDPR and data residency requirements. Data storage is included in your subscription price. You are not charged separately for storing completed inspection records, reports, or photos. For organizations moving away from US-based tools due to data protection concerns, the Frankfurt hosting location means your inspection data stays within European jurisdiction from day one.

Lumiform supports data export and has an API that allows you to pull structured data out of your current system and work with it alongside Lumiform records. For historical data migration, the practical path depends on the format your current tool uses for export. This is a question worth raising early in your evaluation, before significant data accumulates in your existing system. The Lumiform team can advise on viable migration approaches based on what your current tool can export.

Yes. Lumiform has a developer API that lets you extract inspection data including timestamps, form field values, and completion records, and push it into external systems. This covers use cases like syncing results into a CRM, feeding data into a visualization tool like Power BI, or triggering downstream workflows in other platforms. API access is available as an add-on on the Professional plan and is included in the Enterprise plan. For teams where API capability represents 80 to 90 percent of the evaluation criteria, this is a core part of the platform.