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Action Manager CORE MODULE

Respond to Environmental, Health & Safety risk with action using the powerful Pro-Sapien Action Manager Software in Office 365

Assign and track actions to reduce risk across the enterprise

Whether it's an incident, audit, or something else, chances are there'll be follow up actions. The core Action Manager Software from Pro-Sapien allows you to better manage these corrective and preventive actions (CAPAs) right within Office 365, with features to improve visibility, save time, and ensure standards are met.

  • Keep all EHS actions in a single location, conveniently in Office 365
  • Integrates with other Pro-Sapien modules for easy assignment
  • View your to-do list in SharePoint or Microsoft Teams
  • Save time with automated notifications, reminders and escalations
  • Enforce high standards throughout the approval workflow
  • Know how the business is performing with Action KPIs in Power BI
Action Management Software in Office 365 from Pro-Sapien

Improve accountability for safer outcomes

With Pro-Sapien, it's straightforward to assign actions to any Office 365 user, indicate what evidence is required, and track the action through to completion. Action Owners have an easy interface to manage their own to-do list and complete actions on time thanks to automated notifications and reminders.

As a SharePoint-based solution, it's easy for anyone to manage their own outstanding actions or that of their team. The filterable library displays Actions with color-coded status based on due date, and an automated escalation workflow takes care of overdue items so nothing slips through the cracks. View the demo today →

Action Manager Software in Office 365 - Assign follow up actions
Assign follow-up actions

Assign corrective or preventative actions following an incident, audit, or other event

Action Manager Software in Office 365 - Track and manage actions
Track and manage

Get oversight on all actions or a local view in the central, filterable SharePoint library

Action Manager in Office 365 - Report on KPIs
Report on Action KPIs

Identify statistics, overdue trends and areas for improvement in Power BI


Action Manager

Central action library

The central Action Manager is where all actions from your Pro-Sapien modules are held. The searchable, color-coded library makes it quick and easy to know who's responsible for what and when, with saved Views for common filters such as Location or Status.

Assign from anywhere

You'll find Action Manager integration with most Pro-Sapien modules including Incidents, Audits, Risk Assessment, and more. Actions can be assigned and tracked within these other modules, whilst being securely rooted in the central library.

Prioritize and categorize

Some actions require urgent attention, whereas others can wait until scheduled shutdowns. Therefore, the Pro-Sapien Action form allows you to prioritize and categorize actions in your preferred way, which can also be useful for trend analysis.

Approval workflow

Approve actions before they're distributed, and review them once they're completed. The ability to Approve or Reject an action provides further quality control, so you can be confident Closed actions have been completed to the expected standard.

My Actions

Employees can instantly see what's waiting on them with My Actions. My Actions are available to the active user on their Pro-Sapien SharePoint site homepage, as a View in the Action Manager library, or even as a tab in Microsoft Teams!

Notifications and reminders

Automated notifications, reminders and escalations ensure nothing slips through the cracks. Notification emails contain high level information and a direct link to the action in Pro-Sapien, so the owner can easily get the details on what's required.

Set evidence required

Indicate what evidence is required to show the action has been completed. For example, a comment only or comment and attachment, which the form enforces. This quality control feature supports reviewers in determining whether an action can be closed.

Maintain a full audit trail

See what changes were made, when and by whom on all action items. Importantly, everything done within the system is recorded in an audit trail so you can always look back to get the history of an action, at any stage in the workflow.

Report on Action KPIs

All your data from the Pro-Sapien Action Manager is at your fingertips. Display KPIs on dashboards to identify where things are going overdue, or analyze trends in detailed Power BI reports. We configure the Business Intelligence model to meet your needs.


Office 365 Integration

Access all things Safety in Office 365 with Pro-Sapien

The natural home of EHS

Keep Environment, Health & Safety (EHS) front of mind for everyone with Pro-Sapien. By integrating with the platform employees and executives use daily, Pro-Sapien is simpler to access, easier to use, and better connected. Drive EHS engagement by making it part of the familiar Office 365 hub.

The natural home of Safety

Keep Environment, Health & Safety (EHS) front of mind for everyone with Pro-Sapien. By integrating with the platform employees and executives use daily, Pro-Sapien is simpler to access, easier to use, and better connected. Drive EHS engagement by making it part of the familiar Office 365 hub.

Microsoft 365

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Microsoft 365

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Get started by viewing the demo today

See whether Pro-Sapien is right for you in our helpful demo video.


How to make EHS easier with Pro-Sapien

Responding to risk with improvement actions, faster

For years, LBC Tank Terminals, a global operator of bulk liquid storage facilities, relied on Excel spreadsheets to organize Corporate Social Responsibility actions. By partnering with Pro-Sapien, LBC eliminated laborious, static spreadsheets and moved entirely to the Action Manager. Find out how the award-winning company is using Pro-Sapien to manage risk more proactively in our client case study.

LBC Tank Terminals

“The focus on actively tracking proactive reporting and assigning risk treatment measures using the Action Manager makes LBC an even safer and more rewarding place to work.”

– Allison Volbeda-Newell, Group Corporate Social Responsibility Director, LBC Tank Terminals

The go-to EHS Software for Microsoft 365 Enterprises

Watch the 5-Minute Demo

Pro-Sapien's EHS software integrates into Office 365

See our Action Manager Software for yourself

See Pro-Sapien in action now by watching our demo videos. First, fill in our form to instantly receive a link to the Demo Library. Next, view our Action Manager demo to see if Pro-Sapien is right for you.

What's in the demo video library? →


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