How PSM works in practice
PSM records per engagement what applies, what changes along the way and who responds. Not as a replacement for planning, but as one fixed dossier line next to it.
Mobile where the engagement happens; web where admin, review and export come together.
1. Start the engagement dossier
Open actionStart with what applies and which open action needs attention. You can see right away who is next.
The core stays recognisable; answer labels can be tailored to the organisation or engagement.
Who gives operational instructions?
Client
Who decides on a deviation or stop?
Professional, after notifying agency
Are substitutions permitted?
Via agency only, notify in advance
Who bears responsibility in case of an incident?
Client (per master agreement)
Evidence agreements
Check-in and check-out required; photos optional
Communication channel
Closed engagement channel after approval
This is an example. The four core areas stay recognisable; visible answer labels can match your operation and context.
2. Record the engagement-specific version
ChangeRecord the engagement-specific version so the professional sees the core questions read-only and responds with agree or disagree.
Core questions from intake
In the app, the professional sees the recorded core questions read-only and then either agrees or disagrees.
3. Capture the response
ResponseLet the professional respond with agree or disagree. That keeps the change response visible in the dossier.
Coordination with agency, client or customer
After approval, coordination stays with the same engagement, without loose chats or email threads.
Pinned agreement
Report at gate A at 07:00.
Report at gate B at 06:30.
Deviation linked to Execution
Gate changed to B; recorded with timestamp and visible in the same dossier line.
gate-b.webp
1.8 MB
routing-sign.jpg
2.1 MB
Reporting can include photo references alongside the note; they stay attached to the same engagement.
Coordination stays in the closed engagement channel after approval. From start, changes, deviations and formal signals remain visible in the same dossier as an agreement version or report.
4. Report from the field
ReportingReport from the field. If connectivity is poor, a draft can stay preserved until sending works again.
5. Close with recap and export
HandoverAfterwards, the recap bundles the relevant dossier moments for handover and export.
ProSafetyMatch
Engagement dossier
Engagement overview
Core questions at creation
Confirmations
Recap
Findings and reports
For operations
Mobile where the engagement happens; web where admin, review and export come together.
For office/admin team
Less reconstruction work around questions, disputes or handover.
For handover
One dossier that stays usable for clients, finance or review.