<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=64052&amp;fmt=gif">
Need help?

    IndustrySafe Support

    1-800-696-9110
    215-546-9110

    Monday-Friday
    9:00 AM-5:00 PM ET

    support@industrysafe.com

    Email Us

    Corrective Actions Module

    Getting Started:

    The Corrective Actions module allows users to generate corrective action plans and safety action items.  Tracking the assignment and status of problem reports enables timely completion of corrective action plans and improved safety.  Automatic email alerts notify responsible parties of open, overdue, and closed corrective actions

    If you are setting up a new site, you will need to add your facilities (locations) to your IndustrySafe site before you can add a corrective action.  See the Getting Started Guide for more information on this set-up (attached).

    The Corrective Actions End User Guide can be viewed here: Corrective Actions End User Guide 

    If you are using the IndustrySafe Demo Site or your site has already been set up, follow these steps to add an unlinked corrective action.

    • Open the Corrective Actions module by selecting the Corrective Actions tab in the main menu.
    • On the horizontal menu select Add New Action.
    • Complete the appropriate fields, including the required fields.
    • Select the Save button.
    • If all required fields are complete and all data is in a valid format, the successful save message will appear.

    Follow these steps to add a corrective action linked to another record (incident, inspection, hazard, observation, etc.):

    • On the recording for of the originating record (the Incident Investigation Form for example) click on the corrective action button.
    • Your information will be saved and you will be taken to the corrective action recording form.
    • Notice that many of the fields in the basic information section have been populated with information from the originating record.
    • Complete the appropriate fields, including the required fields.
    • Select the Save button.
    • If all required fields are complete and all data is in a valid format, the successful save message will appear.
    • To add a new corrective action select the Save and Add button.
    • To return to the originating record, click on the Originating System ID in the Basic Information Section.

    View the Quick Start Guide here.

    NOTE:
    When you select a responsible party on the corrective action form, that person will receive an email alert indicating that they have been assigned a corrective action.  If the corrective action is not completed, the responsible party will receive reminder alerts before the corrective action comes due as well as if it goes overdue.

    Entering Data: 

    This guide describes the process for reporting Corrective Actions using the IndustrySafe Safety Management Software.  To download and view the guide, click the link below:

    Corrective Actions End User Guide

    Email Alerts:

     The Corrective Action Module includes several different types of automatic email alerts that are sent to users. All email alerts include a brief summary of the related corrective action and a link to the corrective action in IndustrySafe where the user may view more information and update the corrective action if necessary. The list below describes the email alerts available in the Corrective Action Module of IndustrySafe.

    • Assigned Corrective Action: When the Responsible Party for a corrective action is first assigned or changed, they are sent an email alert telling them that they have been assigned a corrective action.
    • Corrective Action Coming Due – First, Second, and Third Notices: These Alerts are sent to the user selected as the Responsible Party for the corrective action to remind them that the corrective action is coming due. By default, these alerts are sent 10, 5, and 1 days before the corrective action is due.
    • Corrective Action Overdue – First, Second, and Third Notices: These Alerts are sent to the user selected as the Responsible Party for the corrective action to remind them that the corrective action is over due. By default, these alerts are sent 1, 5, and 10 days after the corrective action is due. The user selected as the Second Level Responsible Party is sent a copy of the second and third notices. The user selected as the Third Level Responsible Party is sent a copy of the third notice.
    • Open Corrective Action Summary Alert: Each user with an open corrective action is sent an email alert on a periodic basis that provides a link to a list of all their open corrective actions. By default this alert is sent weekly.
    • Corrective Action Closed – Responsible Party and Investigator: These alerts are sent to the users identified as the Responsible Party and the Investigator for the corrective action when it has been closed. This provides them with confirmation that a corrective action was closed and provides an opportunity to review the resolution to ensure that the issue was properly resolved.

    A system administrator may configure the corrective action email alerts by following the steps bellow.

    1. Select the System Functions wrench on the main menu.
    2. On the horizontal navigation menu select Setup > Edit Forms
    3. On the Edit Forms Page select Corrective Actions for the Recording Form and Email Alerts for the Section.
    4. On this screen you may enable or disable email alerts and change the timing of when they are sent out.
    5. When you are finished making changes to the email alerts select the Save button.

    For more information on getting started with corrective actions, see below.

    Configuring the Corrective Actions Module

    IndustrySafe allows users to configure the corrective actions recording form and email alerts. For the recording form, users may change field labels, make fields required or optional, enable or disable fields, modify drop down menu options, and add new fields. For email alerts, users may modify distribution lists, enable or disable alerts, and change the timing of when alerts are sent.

    Modifying Recording Forms and Fields
    The excel document attached below lists all available fields on the corrective action recording form, their default settings, and what configuration options are allowed. To modify a recording form, follow the steps below.

    1. Go to System functions > Setup > Edit Forms
    2. Select Corrective Actions for the Recording Form.
    3. Select the Section you wish to modify.
    4. The Form Editor screen will open. Please click here to review the Form Editor.

    View the Corrective Action Form Configuration here.

    Modifying Email Alerts
    The word document attached below lists all automatic email alerts associated with the Corrective Actions module, their default settings, and what configuration options are allowed. To modify an email alert, follow the steps below.

    1. Go to System functions > Setup > Edit Forms
    2. Select the Corrective Actions for the Recording Form and Email alerts for the Section.
    3. On this screen, you may enable or disable alerts, or change the timing of when alerts are sent.
    4. Select the Save button once you have made your changes.

    View the Corrective Action Email Configuration here.

    Reporting:

    All of the below reports allow you to select your output (PDF, Word, Excel), filter down through hierarchy layers, and select a date range.

    • Corrective Action Report - Prints a log of Corrective Actions, grouped by originating type. Columns include: Output Format, Originating Type, Business Group, Region, Division, Facility, Location Type, Responsible Party, Status, Start Date, Completion Date
    • Corrective Actions Log - The Corrective Actions Log is an analysis grid. More information on the analysis grid is available here: IndustrySafe Analysis Grid Quick Guide

    Related Topics/Articles:

    Configuring the Responsible Party and Investigator Lists

    The Corrective Action recording form includes fields to record the Investigator (the person assigning the corrective action) and the Responsible Party (the person responsible for completing the corrective action). These two fields list users identified as investigators and responsible parties and who have access to the location of the corrective action.

    To be identified as an investigator or a responsible party, a user must be assigned to a user level where the investigator or a responsible party user role options are selected.  To change a user’s user role settings, a system administrator may either modify the user’s current user level, assign the user an existing user level with the appropriate settings, or create a new user level for the user.

    To configure the investigator or responsible party user role settings for a user level, a system administrator may follow the steps below.

    1. Go to System Functions > Users > Add/Edit Levels
      • To add a new User Level, click on the Add button, Enter a Name for the User Level, and select the Save button.
    2. Click on the Edit Link next to the User Level you wish to modify.
    3. Check the Investigator and/or Responsible Party user role check boxes to grant users the appropriate roles.
    4. Once you have completed your changes, select the Save button.

    To change the user level that a user is assigned to, a system administrator should follow the steps below.

    1. Go to System Functions > Users > User Summary.
    2. Click on the System ID of the User you wish to update.
    3. Change the value selected in the User Level field to the new user level.
    4. Select the Save Button.

    For more information on getting started with corrective actions, please follow this link.