Skip to content

Annotating Safety-Critical Steps and Hazards in Procedures

By Noah Loul · Reviewed by Noah Loul · Updated

  1. 01Your data spec
  2. 02Matched to businesses
  3. 03Rights and samples reviewed
  4. 04Licensed delivery
How it works with SourceX: Your data spec → Matched to businesses → Rights and samples reviewed → Licensed delivery.Illustrative

Short answer

Safety annotation adds a separate label layer to procedure data: which steps are safety-critical, which hazard each addresses, what control applies, and what must never be skipped or reordered. It needs safety-qualified reviewers and traceable sources. The labels help a planner or evaluator recognize protected steps; they do not make a robot safe or show that a workplace complies with any rule.

The buyer's problem

A planner trained on procedure text sees all steps as equal. In practice some steps exist only because skipping them hurts someone: isolate the energy before opening the cover, verify zero state before reaching in, wait for the machine to stop. If a model reorders, merges or drops such steps while "optimizing", the result may be a plan that looks efficient and is dangerous.

Safety labeling is therefore a different job from step labeling. It uses different reviewers, a different vocabulary and a different failure cost. That is why it is a separate annotation layer, applied on top of the procedure structure in the procedure step schema, not mixed into step text.

Source material for safety labels

Source typeWhat it providesExample
Job hazard analysisTask steps, hazards per step, controlsOSHA's booklet describes JHA as a technique that focuses on job tasks to identify hazards before they occur, considering the worker, task, tools and work environment (OSHA 3071)
Energy-control proceduresLockout/tagout steps for servicingOSHA's standard requires employers to develop, document and use specific procedures to control hazardous energy when employees service equipment; procedures cover scope, purpose, authorization, rules and techniques plus specific shutdown, isolation and securing steps (OSHA, 29 CFR 1910.147)
Robot safety standardsRequirements for robots and cellsISO 10218-1:2025 is edition 3, published February 2025, replacing the 2011 edition, and treats industrial robots as partly completed machinery with inherently safe design, risk reduction and information for use (ISO)
Collaborative operationHuman-robot contact limitsISO/TS 15066:2016 gives safety requirements for collaborative industrial robot systems and their work environment, supplementing ISO 10218-1 and -2 (ISO)
Safety data sheets, site rulesMaterial hazards, PPESee safety data sheets as handling constraints

OSHA's lockout/tagout page is partly verified: the regulation text for (c)(4) was not fully retrieved, and a narrow documentation exception exists. Treat the standard as a pointer to a requirement and read the current text before using it as a label source. These sources describe human-worker and industrial-robot safety contexts. None of them says how a mobile humanoid should behave, so label data for a humanoid should not claim that it implements any of them. This is not legal advice.

Labels to specify

# Illustrative only; synthetic content and IDs
step_id: s12
text: "Open the guard and clear the jam"
safety:
  critical: true
  hazard_types: [stored_energy, pinch_point]
  hazard_source_refs: ["jha_031#row4", "loto_proc_007"]
  required_before: [s09_isolate_energy, s10_verify_zero_energy]
  forbidden_with: [machine_running]
  controls: [lockout, guard_in_place_check]
  ppe: [cut_gloves, eye_protection]
  skippable: false
  reorderable: false
  criticality: high        # scale defined by buyer
  evidence_of_completion: [lock_applied_photo, supervisor_signoff]
  reviewer_role: ehs_professional
  review_status: confirmed
  origin: explicit         # explicit | inferred

Core fields:

  • critical / criticality. A flag plus a level on a scale defined in the spec.
  • hazard type and source. Use a fixed list (energy, pinch, chemical, thermal, fall, ergonomic, collision) and a pointer to the document row that supports it.
  • required-before and forbidden-with. Hard ordering constraints, the data a planner needs most.
  • skippable / reorderable. Explicit booleans, not inferred from wording.
  • control type. Elimination, substitution, engineering, administrative or PPE, if your spec uses a hierarchy.
  • evidence of completion. What proves a protected step happened.
  • origin and review status. Separate documented hazards from annotator inferences.

What the data can support — and what it cannot

It can support:

  • Constraint-aware planning. Plans that respect required-before and forbidden-with rules.
  • Evaluation of safe behavior. Test items where an agent must refuse, pause or escalate when a precondition for a protected step is missing.
  • Language grounding of warnings. Matching "WARNING", "CAUTION" and "NOTICE" text to hazards.
  • Prioritizing review. Highlighting which steps need human sign-off. See exception and emergency procedures.

It cannot support:

  • A safety case. Labeled data does not establish that a robot or process is safe. Safety assurance for robot systems comes from engineering, risk assessment and standards, not from a dataset.
  • Physical safety behavior. How to move near a person, limit force or stop is learned in the robot's control stack. See safety behaviors in demonstrations for what recorded work can show.
  • Complete hazard coverage. Documents list known hazards. A hazard no one wrote down is not labeled.
  • Site-specific truth. A hazard analysis is valid for a task, equipment and environment at a time. Moving it to another site can mislead; compare against job hazard analyses from each site.

Reviewers and process

Safety labels should be confirmed by someone qualified in the domain: an environmental, health and safety professional, a maintenance supervisor or a safety engineer. General annotators can propose labels, but the final status should come from a reviewer with a role recorded. A workable process:

  1. Annotators mark candidate steps from warnings, hazard tables and ordering words ("before", "never", "only after").
  2. A second annotator checks candidates against the hazard source.
  3. A domain reviewer confirms, rejects or changes each critical step.
  4. Disagreements are retained with the reasoning, not erased.
  5. A sample is audited and agreement is reported by hazard type.

Plan for conflicts: two sites may disagree about whether a step is critical. Keep both labels with their sources.

Acceptance criteria

  • Every critical step has a hazard type and a source reference or an inferred flag.
  • Required-before pairs are consistent with the procedure order, tested automatically.
  • Reviewer role and status are present for every critical label.
  • Inter-annotator agreement is reported separately for "is this step safety-critical?" and "which hazard?".
  • A held-out evaluation set is built from sites or document families not used for training.
  • No label claims compliance with a named standard unless the source document does.

Permissions and provenance

Safety documents are often among the most carefully controlled paperwork a business has, and they may include incident history, equipment details and insurer or regulator material. Ask whether the supplier can license them, whether any text comes from third-party standards or vendor manuals, and whether hazard analyses mention named people. Redact numeric limits with symbols so that logic survives; see redacting SOPs and who owns a procedure. Redaction does not settle ownership.

Questions to ask suppliers

  1. Do you hold job hazard analyses linked to the procedures, or are hazards only in warnings?
  2. Who reviews and approves safety content, and are those roles documented?
  3. Are lockout or energy-control procedures separate documents, and what are their revision dates?
  4. Which hazards appear most often, and are incident-driven revisions recorded?
  5. Do procedures indicate which steps must not be skipped or reordered?
  6. Is evidence of step completion (photos, sign-offs) kept?
  7. Which content is copied from vendor manuals or standards?
  8. Can sites with different safety rules for the same task be provided separately?

Discuss your requirements

To specify safety-annotated procedure data, describe the documents, hazard types, reviewer qualifications and permitted uses to SourceX. SourceX looks for US businesses that hold suitable material, checks the data and the supplier's licensing permissions, and coordinates the license and delivery. Annotation and safety review are scoped case by case. A request does not guarantee a match; SourceX follows up about potential sources.

See the humanoid training data guide and the procedural data hub. Related catalog entries: SOPs, playbooks and knowledge bases and expert annotations and labels. For hazard-bearing equipment, see equipment operating procedures.

Discuss your humanoid training-data requirements with SourceX

Sources

Frequently asked questions

What does a safety annotation layer add to procedure data, and what does it not do?

A safety layer identifies which steps are safety-critical, which hazard each addresses, what control applies and what must never be skipped or reordered. It helps a planner or evaluator recognize protected steps but does not make a robot safe or show that a workplace complies with any rule.

Why can a planner that treats all steps as equal produce dangerous plans?

Some steps exist only because skipping them hurts someone, such as isolating energy before opening a cover. If a model reorders, merges or drops such steps while optimizing, the result can look efficient and still be dangerous.

Who should confirm safety labels, and why must the reviewer's role be recorded?

Safety labels should be confirmed by someone qualified in the domain, such as an EHS professional, a maintenance supervisor or a safety engineer, while general annotators can only propose labels. Recording the reviewer role and review status keeps the final decision traceable.

Describe the data your robots need

Describe the tasks, modalities and permitted uses you need. SourceX reviews the requirement and follows up about potential sources; a request does not guarantee a match.

Discuss your humanoid training-data requirements with SourceX
See if you qualify