Common Workflows

Incident Reporting and Corrective & Preventative Action (CAPA) Management

• How to Create and Configure an Incident Report Form (Including CAPA Triggers and Email Notifications)
• How to Create a Corrective and Preventative Action (CAPA) Form
• How to Submit an Incident Report Using Form Submissions, Public Links, and QR Codes

Requirements Matrix & Legal Register Management

• Requirements Matrix Setup Pre-Requisites
• How to Create and Configure a Requirements Matrix
• How to Manage Requirements Using Reports, Action Items, and Supporting Documentation
• How to Monitor Requirements and Compliance Status Using Workspaces and Widgets

Inspections & Audits

• How to Create and Configure an Inspection Form
• How to Schedule Recurring Inspections
• How to Perform Inspections Using Form Submissions, Public Links, and QR Codes

Workflow Automation with Event Triggers

• How to Add Event Trigger Logic to Parent, Investigation, and Corrective Action Forms
• How to Create Email Templates for Event Trigger Workflows

Lockout/Tagout (LOTO)

• How to Create a LOTO Energy Control Procedure (ECP) in the EHS-Dashboard
• How to Set Up a LOTO ECP as a Recurring Action Item
• How to Track Lockout/Tagout Activity Using Forms, Status Updates, QR Codes, and Notifications

Chemical Tracking & Reporting

• How to Review Chemical Usage, Storage & Waste Data and Build Reporting Widgets
• How to Configure Source Materials
• How to Track Chemical Usage, Storage, & Waste Data

Air Permit Tracking

• How to Create and Configure Process Lines

Training Management

• Tracking Training Requirements & Records with the EHS-Dashboard