Use Case 06 · Energy

Safety Risk Assessment & HSE Documentation

Safety, Health and Environment managers produce hundreds of risk assessments, RAMS documents, safety cases, and Permit to Work documents annually — highly regulated, legally significant documentation that is almost entirely manually written.

The Challenge

Why This Happens

Energy sector safety documentation is among the most complex in any industry — governed by HSE, ONR, and sector regulations. Each risk assessment must reference relevant regulation, describe control measures, and be reviewed by competent persons. No automation layer exists between regulatory requirements and document production.

How Copilot & M365 Address This
  1. 1RAMS drafted from structured risk inputsCopilot drafts RAMS from structured risk identification inputs, referencing the HSE regulation library maintained in SharePoint.
  2. 2Version control and competent person reviewSharePoint manages version control and competent person review workflow via Teams Approvals — full audit trail throughout.
  3. 3Permit to Work generated from templatesPermit to Work documents generated from approved templates with asset-specific data prepopulated — no manual data entry.
  4. 4Permit expiry and renewal automatedPower Automate handles permit expiry notifications and renewal workflows automatically — eliminating compliance gaps.

Impact & Results

Impact Metrics
5.5→1.8hRAMS preparation time
48h→9hPermit to Work issuance time
84→99%Safety documentation compliance
Measured via: Safety management system audit metrics. Permit to Work timestamps. Annual HSE inspection outcomes and improvement notices received.

A Permit to Work that used to take two days now takes a morning. In energy that's not a convenience, it's a safety improvement. The faster we issue correct permits, the faster our engineers work safely. HSE asked if they could share our approach with other operators.

FA
Faisal Al-Ghamdi
Group HSEQ Director, Energy Infrastructure Group, Dhahran

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