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By type of organisation

Cold Storage / Logistics / Warehousing: setup and training guide

On this page

This page is the part of the onboarding kit that is specific to a Cold Storage / Logistics / Warehousing. It lists what the app will set up for you, who in your team normally does each piece, and what you need to have ready. How to use the app is in the shared guides, which are the same for every organisation:

The lists below come from the same rule set the app uses, so they match what you will see. What actually applies to your site depends on your answers during setup: a rule marked "depends on your site" is only switched on if you have, for example, a borewell or a kitchen.

1. At a glance

WhatHow many (maximum)
Rules that apply to every Cold Storage3
Rules that depend on what is on your site16
Good-practice rules (recommended)7
One-time setup items (photos, documents, certificates)54
Recurring jobs (daily to yearly)52
Things you log when they happen12
Licence renewals tracked17
Statutory filings4

Most sites end up with fewer than the maximum, because the setup questions switch off what does not apply.

2. Who you need on the app

Each row is a job in your organisation, not necessarily a separate person. In a small site one person often holds several rows: the manager is usually also the compliance officer. Every person signs in with their own account, so the record shows who did what.

RoleApp accessWhat they look afterNeeded?Items they own
ManagerManagerWarehouse / Facility ManagerYes12
Compliance officerManagerSPCB / CPCB / OSH Code (factory) liaisonYes68
Operations supervisorSupervisorWarehouse operations, waste weighmentYes42
Housekeeping / floor staffWorkerLoading/unloading, housekeepingYes15
HVAC technicianWorkerCold chain refrigerant maintenanceYes2

App access decides what a person sees. Manager: the web portal and the phone app, with setup, approvals, reports and filings. Supervisor: the phone app, with their team's jobs and approvals. Worker: the phone app, with their own jobs only.

3. Before setup: have these ready

Questions the setup will ask about your site

Setup takes about 30 to 45 minutes if you have these answers to hand. "Not sure" is fine for anything you can find out later; you can change answers afterwards.

Numbers

  • Number of diesel generators on site
  • Diesel/fuel storage capacity on site (backup power for cold chain)
  • Number of lifts
  • Number of escalators / moving walks
  • Connected electrical load (kW)
  • Age of the building (years)
  • Contract workers engaged through contractors
  • Number of employees / workers on site
  • Plot area (sq m)
  • Solar plant capacity (kW)

Yes or no

  • Bulk Waste Generator (meets waste-quantity threshold requiring registration)?
  • Employs 20+ workers with power (40+ without), contract workers included — a factory under the OSH Code, 2020?
  • Electrical/electronic equipment (office IT, scanners, handheld terminals) on premises?
  • UPS/inverter batteries or electric forklift batteries on premises?
  • Borewell / groundwater extraction on premises?
  • On-site sewage treatment plant (STP)?
  • Active renovation on site?
  • Rainwater harvesting on site?
  • Employs 10 or more people (incl. contract/interns)?
  • Uses septic tank / storage tank (no onsite STP)?
  • Weighs or measures goods sold or bought?
  • Security guards supplied by an agency?
  • Holds an SPCB consent (Water / Air Act) or hazardous-waste authorisation?
  • Uses ammonia as the refrigerant?
  • State law requires rainwater harvesting here (derived from state and plot area; not asked)?
  • Rooftop / ground-mounted solar plant on site?

Other details

  • No-STP wastewater scenario

Documents and licences to gather

Collect what you already have as PDFs or clear phone photos. Anything you do not have yet stays on your list as a gap; it does not block setup.

DocumentNeeded
☐ Refrigerant inventory registerAlways
☐ R-22 phase-out planAlways
☐ Fire Safety NOC from State Fire ServiceAlways
☐ CPCB BWG portal registrationAlways
☐ Factory license from State Labour DeptIf Factory licence (OSH Code) applies
☐ CGWA NOC or exemption certificateIf Groundwater Extraction (CGWA) applies
☐ STP Consent to Operate from SPCB (each STP)If Sewage Treatment Plant (STP) Consent applies
☐ PESO petroleum storage licenseIf Diesel Storage Licence (PESO) applies
☐ C&D Waste Management PlanIf Construction & Demolition (C&D) Waste applies
☐ ULB approval/intimation for large C&D projectsIf Construction & Demolition (C&D) Waste applies
☐ Rainwater harvesting system installation certificate (each rainwater pit)If Groundwater Extraction (CGWA) / Rainwater harvesting applies
☐ Diesel generator (DG) exhaust stack height compliance certificate (each DG set)If Diesel Generator (DG) Air & Noise Norms applies
☐ SPCB Consent to Operate (CTO) for diesel generator (DG)If Diesel Generator (DG) Air & Noise Norms applies
☐ Shops & Establishments Act registrationAlways
☐ POSH Internal Complaints Committee constitution (incl. external member)If POSH Internal Complaints Committee applies
☐ EBWGR certificates (dry, sanitary and special-care waste; wet waste if not processed on site)Always
☐ Lift licence / registration (each lift)If Lifts & escalators applies
☐ Lift maintenance contract (AMC)If Lifts & escalators applies
☐ Lift third-party insuranceIf Lifts & escalators applies
☐ Electrical installation inspection / self-certificationAlways
☐ Electrical Safety Officer appointmentAlways
☐ Fire-safe wiring and supply isolation certificateAlways
☐ Municipal trade / health trade licenceAlways
☐ Weighing instrument verification (Legal Metrology)If Weights & measures applies
☐ Occupancy / completion certificateAlways
☐ Structural stability certificateAlways
☐ Contractor labour licences (50 or more contract workers)Always
☐ Security agency licence (PSARA)Always
☐ Privacy notice for residents / visitors / customers / staffAlways
☐ Personal data breach response planAlways
☐ SPCB HWM authorizationIf Hazardous Waste (HWM Rules 2016) applies
☐ Cold storage licence (Uttar Pradesh)Always
☐ Electrical Inspector approval of the rooftop solar plantAlways
☐ Self-certification of the rooftop solar plantAlways
☐ Net-metering / grid connection agreement with the discomAlways
☐ Crèche facility for employees' children (50 or more employees)Always
☐ Workers' canteen (100 or more workers, including contract labour)Always

4. Setup evidence: your first-weeks checklist

Setup evidence is the one-time proof of what is on your site: a photo of each bin, the STP nameplate, a copy of each licence. After setup each item appears as a job under Setup Evidence. Photo items for equipment start with a scan of that item's QR sticker, so stick the stickers on first (see Setup evidence and QR stickers).

Manager

ItemEvidenceNeeded
☐ Refrigerant inventory registerDocumentAlways
☐ Bin overview photo (position, label & lid) — per bin (each bin)PhotoAlways
☐ Secondary containment (bunding) photoPhotoIf Diesel Storage Licence (PESO) applies
☐ C&D Waste Management PlanDocumentIf Construction & Demolition (C&D) Waste applies
☐ Rainwater harvesting system installation certificate (each rainwater pit)DocumentIf Groundwater Extraction (CGWA) / Rainwater harvesting applies
☐ Diesel generator (DG) exhaust stack height compliance certificate (each DG set)DocumentIf Diesel Generator (DG) Air & Noise Norms applies
☐ STP full installation overview (each STP)PhotoIf Sewage Treatment Plant (STP) Consent applies
☐ Consent-to-Operate document displayed near STP (each STP)PhotoIf Sewage Treatment Plant (STP) Consent applies
☐ Composting unit full overview (each compost unit)PhotoAlways
☐ Diesel generator (DG) set — full installation overview (each DG set)PhotoIf Diesel Generator (DG) Air & Noise Norms applies

Compliance officer

ItemEvidenceNeeded
☐ R-22 phase-out planDocumentAlways
☐ Fire Safety NOC from State Fire ServiceCertificateAlways
☐ CPCB BWG portal registrationCertificateAlways
☐ Factory license from State Labour DeptCertificateIf Factory licence (OSH Code) applies
☐ CGWA NOC or exemption certificateCertificateIf Groundwater Extraction (CGWA) applies
☐ STP Consent to Operate from SPCB (each STP)CertificateIf Sewage Treatment Plant (STP) Consent applies
☐ PESO petroleum storage licenseCertificateIf Diesel Storage Licence (PESO) applies
☐ ULB approval/intimation for large C&D projectsDocumentIf Construction & Demolition (C&D) Waste applies
☐ SPCB Consent to Operate (CTO) for diesel generator (DG)CertificateIf Diesel Generator (DG) Air & Noise Norms applies
☐ Shops & Establishments Act registrationCertificateAlways
☐ POSH Internal Complaints Committee constitution (incl. external member)DocumentIf POSH Internal Complaints Committee applies
☐ EBWGR certificates (dry, sanitary and special-care waste; wet waste if not processed on site)CertificateAlways
☐ Lift / escalator nameplate photo (each lift)PhotoIf Lifts & escalators applies
☐ Lift licence / registration (each lift)CertificateIf Lifts & escalators applies
☐ Lift maintenance contract (AMC)CertificateIf Lifts & escalators applies
☐ Lift third-party insuranceCertificateIf Lifts & escalators applies
☐ Electrical installation inspection / self-certificationCertificateAlways
☐ Electrical Safety Officer appointmentDocumentAlways
☐ Fire-safe wiring and supply isolation certificateDocumentAlways
☐ Municipal trade / health trade licenceCertificateAlways
☐ Weighing instrument verification (Legal Metrology)CertificateIf Weights & measures applies
☐ Occupancy / completion certificateCertificateAlways
☐ Structural stability certificateCertificateAlways
☐ Contractor labour licences (50 or more contract workers)CertificateAlways
☐ Security agency licence (PSARA)CertificateAlways
☐ Privacy notice for residents / visitors / customers / staffDocumentAlways
☐ Named contact for personal-data grievancesDeclarationAlways
☐ Personal data breach response planDocumentAlways
☐ SPCB HWM authorizationCertificateIf Hazardous Waste (HWM Rules 2016) applies
☐ Cold storage licence (Uttar Pradesh)CertificateAlways
☐ Electrical Inspector approval of the rooftop solar plantDocumentAlways
☐ Self-certification of the rooftop solar plantDocumentAlways
☐ Net-metering / grid connection agreement with the discomDocumentAlways
☐ Crèche facility for employees' children (50 or more employees)DocumentAlways
☐ Workers' canteen (100 or more workers, including contract labour)DocumentAlways

Operations supervisor

ItemEvidenceNeeded
☐ Four-stream segregation signage and bin infrastructure photoPhotoAlways
☐ STP capacity nameplate or equipment label (each STP)PhotoIf Sewage Treatment Plant (STP) Consent applies
☐ STP inlet connection from building drainage (each STP)PhotoIf Sewage Treatment Plant (STP) Consent applies
☐ STP outlet pipe destination connection (each STP)PhotoIf Sewage Treatment Plant (STP) Consent applies
☐ STP sludge disposal / drying area (each STP)PhotoIf Sewage Treatment Plant (STP) Consent applies
☐ Composting unit capacity label (each compost unit)PhotoAlways
☐ Compost output storage area (each compost unit)PhotoAlways
☐ Diesel generator (DG) capacity nameplate (each DG set)PhotoIf Diesel Generator (DG) Air & Noise Norms applies
☐ Electrical danger notices and shock-treatment chartPhotoAlways

5. Your recurring jobs

These are created automatically once setup is done and come back on their own schedule. Each shows on the phone of the person it is assigned to. The "Usually done by" column is the default; the manager can reassign any job (see Manager guide).

Every day

JobUsually done byEvidenceNeeded
Daily waste log by stream (weigh on collection days)Housekeeping / floor staffReadingsAlways
Daily organic waste processing log (Option A)Housekeeping / floor staffReadingsAlways
Daily C&D waste volume log by categoryHousekeeping / floor staffReadingsIf Construction & Demolition (C&D) Waste applies
Daily borewell pump run log (each borewell)Housekeeping / floor staffReadingsIf Groundwater Extraction (CGWA) applies

Every week

JobUsually done byEvidenceNeeded
On-site C&D waste segregation zone photo (4-category)Housekeeping / floor staffPhotoIf Construction & Demolition (C&D) Waste applies
No unauthorized C&D dumping declarationOperations supervisorDeclarationIf Construction & Demolition (C&D) Waste applies
Weekly groundwater abstraction log (per borewell) (each borewell)Housekeeping / floor staffReadingsIf Groundwater Extraction (CGWA) applies

Every month

JobUsually done byEvidenceNeeded
Fire system maintenance (extinguishers, hydrants, sprinklers)Operations supervisorDocumentAlways
Monthly single-use plastic ban auditOperations supervisorChecklistAlways
Plastic waste dispatch to CPCB-authorized recyclerOperations supervisorDocumentAlways
Monthly no-open-burning declarationOperations supervisorDeclarationAlways
Monthly PPE provision and distribution checkCompliance officerPhotoIf Factory licence (OSH Code) applies
Monthly machine guarding and LOTO checkCompliance officerChecklistIf Factory licence (OSH Code) applies
Borewell groundwater level and abstraction log (each borewell)Housekeeping / floor staffDocumentIf Groundwater Extraction (CGWA) applies
Monthly STP performance log (each STP)Housekeeping / floor staffReadingsIf Sewage Treatment Plant (STP) Consent applies
Monthly STP effluent quality test (each STP)Operations supervisorDocumentIf Sewage Treatment Plant (STP) Consent applies
Treated effluent reuse log (gardening/flushing) (each STP)Housekeeping / floor staffReadingsIf Sewage Treatment Plant (STP) Consent applies
STP sludge disposal log (each STP)Housekeeping / floor staffDocumentIf Sewage Treatment Plant (STP) Consent applies
No effluent to groundwater declarationOperations supervisorDeclarationIf Sewage Treatment Plant (STP) Consent applies
Sanitary waste stream handover log (SWM 2026)Housekeeping / floor staffDocumentAlways
Special-care waste stream handover log (SWM 2026)Housekeeping / floor staffDocumentAlways
Monthly rainwater harvesting structure maintenance log (each rainwater pit)Operations supervisorDocumentIf Groundwater Extraction (CGWA) / Rainwater harvesting applies
Septic tank / cesspool desludging log (each septic tank)Housekeeping / floor staffDocumentIf Sewage Treatment Plant (STP) Consent applies
Monthly lift maintenance visit (each lift)Operations supervisorChecklistIf Lifts & escalators applies
Monthly first-aid box checkOperations supervisorChecklistAlways
Used engine oil handover to a registered collection agent / recyclerOperations supervisorReadingsIf Hazardous Waste (HWM Rules 2016) applies
Monthly ammonia leak detector function testOperations supervisorChecklistIf Ammonia refrigeration safety applies
Monthly ammonia PPE and breathing apparatus checkOperations supervisorChecklistIf Ammonia refrigeration safety applies

Every quarter

JobUsually done byEvidenceNeeded
Quarterly fire escape signage and emergency lighting checkOperations supervisorPhotoAlways
Fire drill and staff evacuation training recordOperations supervisorDocumentAlways
Quarterly statutory welfare facilities check (washing, first aid, rest room, canteen)Compliance officerChecklistIf Factory licence (OSH Code) applies
Quarterly lift test by a registered person (each lift)Operations supervisorDocumentIf Lifts & escalators applies
Lift rescue device, alarm and intercom check (each lift)Operations supervisorChecklistIf Lifts & escalators applies

Every six months

JobUsually done byEvidenceNeeded
6-monthly certified fire system inspection (IS 2190)Compliance officerDocumentAlways
Six-monthly lift test by an authorised person (each lift)Operations supervisorDocumentIf Lifts & escalators applies
Lift rescue mock drillOperations supervisorDocumentIf Lifts & escalators applies
Half-yearly ammonia leak emergency drillOperations supervisorDocumentIf Ammonia refrigeration safety applies

Every year

JobUsually done byEvidenceNeeded
Annual refrigerant top-up review and leak auditHVAC technicianDocumentAlways
Annual worker health checkup (hazardous stream workers)Compliance officerDocumentIf Factory licence (OSH Code) applies
Annual DG stack emission test (SPM/SO₂/NOₓ) (each DG set)Operations supervisorDocumentIf Diesel Generator (DG) Air & Noise Norms applies
Annual noise level test at property boundaryOperations supervisorDocumentIf Noise Pollution Rules applies
Annual HSD tank integrity inspectionManagerDocumentIf Diesel Storage Licence (PESO) applies
Fuel storage area fire safety checkOperations supervisorChecklistIf Diesel Storage Licence (PESO) applies
Annual fire system service / hydro-test (IS 2190)Compliance officerDocumentAlways
POSH annual report to District OfficerCompliance officerDocumentIf POSH Internal Complaints Committee applies
2-year STP installation plan / approval (no on-site STP)Compliance officerDocumentIf Sewage Treatment Plant (STP) Consent applies
Annual lift safety certificate / inspection reportOperations supervisorDocumentIf Lifts & escalators applies
Annual earth resistance testOperations supervisorDocumentAlways
Electrical Safety Officer annual inspection and test reportOperations supervisorDocumentAlways
Annual review and erasure of personal data no longer neededOperations supervisorChecklistAlways
Annual pressure vessel test certificate (ammonia receiver)Compliance officerDocumentIf Ammonia refrigeration safety applies
Annual crèche facility reviewCompliance officerChecklistAlways

6. Things you log when they happen

These have no fixed date. Log them in the app on the day they happen, so the record is made at the time and not rebuilt later.

WhatWhenUsually logged byNeeded
HVAC/chiller service log per eventEach time it happensHVAC technicianAlways
Refrigerant recovery cert at decommissionEach time it happensManagerAlways
Accident / injury log entryEach time it happensHousekeeping / floor staffIf Factory licence (OSH Code) applies
E-waste handover receipt from registered producer/refurbisher/recyclerEach time it happensOperations supervisorIf E-Waste Management applies
Spent battery handover receipt / take-back confirmationEach time it happensOperations supervisorIf Battery Waste Management applies
DG run log entry (per operation) (each DG set)Each time it happensHousekeeping / floor staffIf Diesel Generator (DG) Air & Noise Norms applies
C&D waste dispatch to authorized processor receiptEach time it happensOperations supervisorIf Construction & Demolition (C&D) Waste applies
Faecal sludge transport manifest / FSTP receipt (each septic tank)Each time it happensOperations supervisorIf Sewage Treatment Plant (STP) Consent applies
Lift accident report to the inspectorEach time it happensOperations supervisorIf Lifts & escalators applies
Electrical accident intimationEach time it happensOperations supervisorAlways
Personal data breach intimationEach time it happensCompliance officerAlways
End-of-life solar panels handed only to a registered recycler or the producerEach time it happensCompliance officerIf E-Waste Management applies

7. Licence renewals

Enter the expiry date of each licence when you upload it. The app then creates the renewal job ahead of the expiry, so nobody has to remember the date.

RenewalOwnerNeeded
STP CTO renewal taskCompliance officerIf Sewage Treatment Plant (STP) Consent applies
CGWA NOC renewal taskCompliance officerIf Groundwater Extraction (CGWA) applies
PESO licence renewal taskCompliance officerIf Diesel Storage Licence (PESO) applies
Fire NOC renewal taskCompliance officerAlways
SPCB DG set CTO renewal taskCompliance officerIf Diesel Generator (DG) Air & Noise Norms applies
Shops & Establishments registration renewal task (state-specific cycle; some states issue lifetime certificates)Compliance officerAlways
Lift licence / registration — renewalCompliance officerIf Lifts & escalators applies
Lift maintenance contract (AMC) — renewalCompliance officerIf Lifts & escalators applies
Lift third-party insurance — renewalCompliance officerIf Lifts & escalators applies
Electrical installation inspection / self-certification — renewalCompliance officerAlways
Municipal trade / health trade licence — renewalCompliance officerAlways
Weighing instrument verification (Legal Metrology) — renewalCompliance officerIf Weights & measures applies
Structural stability certificate — renewalCompliance officerAlways
Contractor labour licences (50 or more contract workers) — renewalCompliance officerAlways
Security agency licence (PSARA) — renewalCompliance officerAlways
HWM authorisation renewal taskCompliance officerIf Hazardous Waste (HWM Rules 2016) applies
Cold storage licence (Uttar Pradesh) — renewalCompliance officerAlways

8. Your filing calendar

Filings are statutory returns you submit to a regulator. The app reminds the owner ahead of each due date and collects the figures from the jobs your team has done through the year, so the return is built from real records.

FilingDueWhereRuleNeeded
SWM Annual Return30 June every year–Solid Waste Management (SWM) 2026Always
CGWA Groundwater Abstraction & Compliance Data Submission10th of every monthCGWA Bhu-Neer portal (cgwa-bhuneer.mowr.gov.in)Groundwater Extraction (CGWA)If the rule applies
Environmental Statement (Form V)30 September every yearState SPCB portalEnvironmental Statement (Form V)If the rule applies
HWM Form 4 Annual Return30 June every yearState SPCB portalHazardous Waste (HWM Rules 2016)If the rule applies

9. The rules behind all this

Applies to every site of this type

RuleWhat it asks of you
Ozone-Depleting Substances (ODS)Restricts servicing or topping up older AC/refrigeration equipment that relies on CFC/HCFC refrigerants.
Plastic Waste ManagementCovers segregating plastic waste, the single-use-plastic ban, and handing dry plastic over to authorised recyclers — applies regardless of org size.
Solid Waste Management (SWM) 2026Requires segregating waste into 4 streams (wet/dry/sanitary/special-care), registering as a Bulk Waste Generator, and either composting wet waste on-site or obtaining an EBWGR certificate from the local body.

Depends on what is on your site

RuleWhat it asks of you
Factory licence (OSH Code)If this facility employs 20 or more workers using power (or 40+ without power), it is a factory under the OSH Code 2020 (which replaced the Factories Act 1948 from 21 November 2025) and needs DISH registration, an annual factory licence, and welfare facilities (washing, first aid, rest room, canteen) for workers.
E-Waste ManagementE-waste (UPS batteries, old electronics, lighting) must go only to a registered recycler — no separate CPCB registration is needed as a bulk consumer.
Battery Waste ManagementUPS/inverter batteries and other battery waste must be segregated and handed to an authorised collector, not thrown out with general waste.
Diesel Generator (DG) Air & Noise NormsRunning a diesel generator for power backup needs SPCB consent, an acoustic enclosure, and periodic stack-emission testing.
Noise Pollution RulesLimits DG-set and loudspeaker noise, including a 10pm-6am night restriction — enforced by the District Magistrate/Police, not SPCB.
Groundwater Extraction (CGWA)If groundwater is drawn from a borewell/tube well, CGWA requires monthly groundwater-level monitoring reported through their portal.
Sewage Treatment Plant (STP) ConsentOperating an on-site STP needs SPCB Consent to Operate plus monthly performance and sludge-disposal logs.
Diesel Storage Licence (PESO)Storing more than 2,500L of diesel for DG backup requires a PESO storage licence and periodic tank safety certification.
Construction & Demolition (C&D) WasteAny renovation or demolition work must segregate C&D waste per the local authority's plan; projects over 20,000 sq.m also need EPR portal registration.
POSH Internal Complaints CommitteeAny workplace with 10 or more employees must proactively constitute an Internal Complaints Committee, including an external member, at every branch or office location — waiting until a complaint arises is itself a violation.
Lifts & escalatorsA lift runs on a licence and a maintenance contract that both expire. Where the state has a lift Act you get its statutory tests and filings; everywhere you get monthly maintenance, rescue-device checks and an accident log, because the owner answers for a defect that was known and not fixed.
Weights & measuresAny quantity you charge or pay for by weight — including waste weighed at a weighbridge — is only as good as a stamped, in-date instrument.
Environmental Statement (Form V)If your premises runs under an SPCB consent to operate (for an STP, ETP, DG set or boiler) or a hazardous-waste authorisation, you owe the Board a yearly environmental statement — water and raw-material use, pollutants discharged, hazardous and solid waste generated, and measures taken. It is easy to miss because no renewal prompts it.
Hazardous Waste (HWM Rules 2016)Hazardous waste generated on the premises (used lubricating oil from a DG set, spent solvents, lab or cleaning chemicals and their residues or empty containers) requires SPCB authorization, manifested handover to an authorized recycler/TSDF, and an annual return.
Ammonia refrigeration safetyAmmonia leaks at cold stores have injured and killed workers. A working leak detector, a rehearsed emergency drill, breathing apparatus that is ready to use and a tested pressure vessel are what an inspector or insurer looks for after a leak.
Rainwater harvestingWhere the state binds existing buildings, a missing or non-working structure is a standing violation and can raise the water bill; elsewhere it is the approval-time condition most often left unmaintained.
RuleWhat it asks of you
Fire Safety (NOC & Systems)Buildings above a certain height/occupancy (threshold varies by state) need a Fire Safety NOC, working fire-fighting systems (extinguishers, hydrants, sprinklers), and regular fire drills — facility management is directly responsible for this, not just the builder.
Shops & Establishments RegistrationNearly every commercial or institutional premises operating in India needs Shops & Establishments registration from the state labour department or municipal corporation — this is separate from any sector-specific licence and applies regardless of business type.
Electrical safetyEvery premises has an electrical installation that needs a current inspection or self-certification. Most fires in buildings start electrically, and a lapsed inspection is the first thing an insurer or investigator asks for.
Trade licenceHotels, restaurants, hospitals, shops and most commercial premises need a trade licence from the local body, and it is often a prerequisite for other licences and utility connections.
Occupancy & structureThe occupancy certificate is the document other licences ask for; in Maharashtra and Gujarat an older building also needs a current structural stability certificate.
Site labour dutiesThese are the labour duties that show up on site — a stocked first-aid box, an accident notice, and proof that the agencies supplying your housekeeping and security staff are licensed. Wages, provident fund and ESI stay with payroll.
Personal data protectionResident, visitor, guest, patient, student and staff records — and CCTV — are personal data. The core duties start on 13 May 2027; these tasks get the notice, breach plan and grievance contact in place before then.

This guide explains how the app helps you keep records. It is not legal advice; your regulator's notification is the final word.

10. Job sheets for each person

Print the section for each person and hand it over with their login. It lists only the jobs that are usually theirs; their role guide explains how to do any job in the app.

Manager

Every year

  • Annual HSD tank integrity inspection (only if Diesel Storage Licence (PESO) applies)

Each time it happens

  • Refrigerant recovery cert at decommission

How to do these in the app: Manager guide.

Compliance officer (Manager access)

Every month

  • Monthly PPE provision and distribution check (only if Factory licence (OSH Code) applies)
  • Monthly machine guarding and LOTO check (only if Factory licence (OSH Code) applies)
  • Central Ground Water Authority (CGWA) abstraction and compliance data submission (only if Groundwater Extraction (CGWA) applies)

Every quarter

  • Quarterly statutory welfare facilities check (washing, first aid, rest room, canteen) (only if Factory licence (OSH Code) applies)

Every six months

  • 6-monthly certified fire system inspection (IS 2190)

Every year

  • Annual SWM return filing
  • Annual worker health checkup (hazardous stream workers) (only if Factory licence (OSH Code) applies)
  • Annual fire system service / hydro-test (IS 2190)
  • POSH annual report to District Officer (only if POSH Internal Complaints Committee applies)
  • 2-year STP installation plan / approval (no on-site STP) (only if Sewage Treatment Plant (STP) Consent applies)
  • Environmental Statement (Form V) to the SPCB (30 September) (only if Environmental Statement (Form V) applies)
  • HWM Form 4 annual return (June 30) (only if Hazardous Waste (HWM Rules 2016) applies)
  • Annual pressure vessel test certificate (ammonia receiver) (only if Ammonia refrigeration safety applies)
  • Annual crèche facility review

Each time it happens

  • Personal data breach intimation
  • End-of-life solar panels handed only to a registered recycler or the producer (only if E-Waste Management applies)

Before the licence expires

  • CGWA NOC renewal task (only if Groundwater Extraction (CGWA) applies)
  • PESO licence renewal task (only if Diesel Storage Licence (PESO) applies)
  • Fire NOC renewal task
  • Shops & Establishments registration renewal task (state-specific cycle; some states issue lifetime certificates)
  • Lift licence / registration — renewal (each lift) (only if Lifts & escalators applies)
  • Lift maintenance contract (AMC) — renewal (only if Lifts & escalators applies)
  • Lift third-party insurance — renewal (only if Lifts & escalators applies)
  • Electrical installation inspection / self-certification — renewal
  • Municipal trade / health trade licence — renewal
  • Weighing instrument verification (Legal Metrology) — renewal (only if Weights & measures applies)
  • Structural stability certificate — renewal
  • Contractor labour licences (50 or more contract workers) — renewal
  • Security agency licence (PSARA) — renewal
  • HWM authorisation renewal task (only if Hazardous Waste (HWM Rules 2016) applies)
  • Cold storage licence (Uttar Pradesh) — renewal

Before the licence expires

  • STP CTO renewal task (each STP) (only if Sewage Treatment Plant (STP) Consent applies)
  • SPCB DG set CTO renewal task (only if Diesel Generator (DG) Air & Noise Norms applies)

How to do these in the app: Manager guide.

Operations supervisor (Supervisor access)

Every week

  • No unauthorized C&D dumping declaration (only if Construction & Demolition (C&D) Waste applies)

Every month

  • Fire system maintenance (extinguishers, hydrants, sprinklers)
  • Monthly single-use plastic ban audit
  • Plastic waste dispatch to CPCB-authorized recycler
  • Monthly no-open-burning declaration
  • Monthly STP effluent quality test (each STP) (only if Sewage Treatment Plant (STP) Consent applies)
  • No effluent to groundwater declaration (only if Sewage Treatment Plant (STP) Consent applies)
  • Monthly rainwater harvesting structure maintenance log (each rainwater pit) (only if Groundwater Extraction (CGWA) / Rainwater harvesting applies)
  • Monthly lift maintenance visit (each lift) (only if Lifts & escalators applies)
  • Monthly first-aid box check
  • Used engine oil handover to a registered collection agent / recycler (only if Hazardous Waste (HWM Rules 2016) applies)
  • Monthly ammonia leak detector function test (only if Ammonia refrigeration safety applies)
  • Monthly ammonia PPE and breathing apparatus check (only if Ammonia refrigeration safety applies)

Every quarter

  • Quarterly fire escape signage and emergency lighting check
  • Fire drill and staff evacuation training record
  • Quarterly lift test by a registered person (each lift) (only if Lifts & escalators applies)
  • Lift rescue device, alarm and intercom check (each lift) (only if Lifts & escalators applies)

Every six months

  • Six-monthly lift test by an authorised person (each lift) (only if Lifts & escalators applies)
  • Lift rescue mock drill (only if Lifts & escalators applies)
  • Half-yearly ammonia leak emergency drill (only if Ammonia refrigeration safety applies)

Every year

  • Annual DG stack emission test (SPM/SO₂/NOₓ) (each DG set) (only if Diesel Generator (DG) Air & Noise Norms applies)
  • Annual noise level test at property boundary (only if Noise Pollution Rules applies)
  • Fuel storage area fire safety check (only if Diesel Storage Licence (PESO) applies)
  • Annual lift safety certificate / inspection report (only if Lifts & escalators applies)
  • Annual earth resistance test
  • Electrical Safety Officer annual inspection and test report
  • Annual review and erasure of personal data no longer needed

Each time it happens

  • E-waste handover receipt from registered producer/refurbisher/recycler (only if E-Waste Management applies)
  • Spent battery handover receipt / take-back confirmation (only if Battery Waste Management applies)
  • C&D waste dispatch to authorized processor receipt (only if Construction & Demolition (C&D) Waste applies)
  • Faecal sludge transport manifest / FSTP receipt (each septic tank) (only if Sewage Treatment Plant (STP) Consent applies)
  • Lift accident report to the inspector (only if Lifts & escalators applies)
  • Electrical accident intimation

How to do these in the app: Supervisor guide.

Housekeeping / floor staff (Worker access)

Every day

  • Daily waste log by stream (weigh on collection days)
  • Daily organic waste processing log (Option A)
  • Daily C&D waste volume log by category (only if Construction & Demolition (C&D) Waste applies)
  • Daily borewell pump run log (each borewell) (only if Groundwater Extraction (CGWA) applies)

Every week

  • On-site C&D waste segregation zone photo (4-category) (only if Construction & Demolition (C&D) Waste applies)
  • Weekly groundwater abstraction log (per borewell) (each borewell) (only if Groundwater Extraction (CGWA) applies)

Every month

  • Borewell groundwater level and abstraction log (each borewell) (only if Groundwater Extraction (CGWA) applies)
  • Monthly STP performance log (each STP) (only if Sewage Treatment Plant (STP) Consent applies)
  • Treated effluent reuse log (gardening/flushing) (each STP) (only if Sewage Treatment Plant (STP) Consent applies)
  • STP sludge disposal log (each STP) (only if Sewage Treatment Plant (STP) Consent applies)
  • Sanitary waste stream handover log (SWM 2026)
  • Special-care waste stream handover log (SWM 2026)
  • Septic tank / cesspool desludging log (each septic tank) (only if Sewage Treatment Plant (STP) Consent applies)

Each time it happens

  • Accident / injury log entry (only if Factory licence (OSH Code) applies)
  • DG run log entry (per operation) (each DG set) (only if Diesel Generator (DG) Air & Noise Norms applies)

How to do these in the app: Worker guide.

HVAC technician (Worker access)

Every year

  • Annual refrigerant top-up review and leak audit

Each time it happens

  • HVAC/chiller service log per event

How to do these in the app: Worker guide.