Action Management Software

All action items are held within the central Action Manager library. Views are configured to make sure whoever the user is is getting the most appropriate information to their role; for example, a Site Supervisor from Houston won't see the same information as the EHS Director at company headquarters in Belgium. Actions can either be assigned directly from the Action Manager library or from various module forms (such as Incident, Work Permits, and so on). The library provides a full audit trail of the entire approval process.

All Pro-Sapien EHS module forms are integrated with the Action Manager, meaning users can assign actions straight from the form they are filling in whether that be to report an incident, hazard, perform a risk assessment or other. When submitted, the action item is held within the Action Manager library and retains a link back to its original form.

When an action or a task is assigned to someone, they will receive an email notification alerting them to take action. However, an email can be easily ignored - to mediate against this, escalation processes are set up so that if an action is approaching due date and still has not been viewed/approved/completed, further notifications are sent to those further up the organizational hierarchy to ensure nothing slips through the cracks.

When logged in, users are served with a "My Outstanding Actions" widget on their SharePoint homepage which shows the action item, its due date, and days out from due date as a R-A-G status. You can also view your actions in a calendar format, another neat feature to make staying on top of your tasks that bit easier!

With dozens if not hundreds of open actions within the system at any given time, it can be a challenge to keep up. To make your life easier, our software includes actions data in KPI dashboards and reports. Typically we will configure your unique KPIs into the system during implementation. We use a combination of technologies to deliver configured dashboards within our software environment as well as allow users to build their own reports with third-party programs such as Power BI, Excel or Tableau.

See what changes were made, when and by whom to all documentation with SharePoint's classic document control capabilities. Everything done within the system has a full audit trail, so when OSHA comes knocking you have all the information you need to prove your compliance.