OR READ ON
Assign actions
Track progress
Automate notifications
View status as KPIs
Pro-Sapien's Action Manager is implemented in all EHS system deployments because it is such a key productivity tool.
Regardless of whether the form being completed is an incident report or other, chances are that there will be a number of follow up or corrective tasks as a result. Automating the action management process improves efficiency, allows for timely response and means the whole process can be reported on.
Our configurable system is deployed into your existing SharePoint environment where it is accessed by users. It integrates with all Pro-Sapien modules, meaning assigning and tracking Corrective and Preventative Actions (CAPAs) is seamless.
Action Manager
A core module of all our EHS software deployments, the Pro-Sapien Action Manager tracks all actions assigned through the system and automates notifications through configured workflow processes.
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 can be 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. This is configured on a client by client basis.
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.
A user-friendly system that works your way
ENJOY A FAMILIAR INTERFACE
Our software takes on the look and feel of your existing SharePoint portal that users already know - minimizing training and encouraging adoption.
USE SHAREPOINT LOGINS
No need to issue new logins to users, as our software is accessed with existing SharePoint credentials (and supports single sign-on).
CONFIGURE YOUR PROCESSES
We spend time onsite with every client prior to implementation configuring the system to make sure it matches your processes and works the way you do.
Explore the Pro-Sapien modules
...each of which integrates with the central Action Manager
Features & Benefits
Microsoft Integration
Seamless integration with the programs you already rely on (Excel, Outlook, Word, etc.)
Configurable, Flexible
Configurable forms, workflows, and metrics for a system that actually makes sense
User Friendly
User-friendly and familiar interface of Microsoft - little training required
Mobile Forms
Allow workers to report observations when out on the field
Central Action Manager
Set, track and manage all from SharePoint
Dashboards & Reports
Powerful but easy-to-use KPI dashboards and self-service reports
Flat Rate Licensing
Cost-effective licensing model - we don't count users or modules!
On-premise or Cloud
On-premise or on the Cloud with Office 365 - whichever suits you best
Single Sign On
Enable Single Sign On (SSO) with Microsoft credentials for easy, secure access
Watch the demo
Get started by watching our demo recording. Fill in our form and we'll send you a link to watch the video online. Or you can contact a member of our team here.
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