EHS Insight

Navigating the Standard Dashboard

Navigating this standard EHS Insight dashboard is intuitive, as it provides a mix of quick links, statistical overviews, and a sidebar for deeper navigation. Here’s how to effectively use this dashboard:

Sidebar Navigation

• Dashboard: This is your main screen, shown in the image. It displays an overview of key metrics and quick access to frequent tasks.

• My Tasks: Access and manage your assigned tasks here.

• Safety Data Sheets: Find safety data sheets required for your health and safety.

• Forms: Access various forms needed for audits, inspections, and incident reporting.

• Documents: Locate policy documents, SOPs, and other important files.

• Lists: Manage lists of equipment, personnel, or tasks.

• Reports: Generate and review detailed reports on various aspects of EHS.

• Administration: Adjust settings, manage user accounts, and configure system settings.

• Help: Access help resources for troubleshooting or learning more about system features.

Dashboard Features

• Key Metrics: At the top, observe critical indicators like TRIR (Total Recordable Incident Rate), LTIR (Lost Time Incident Rate), and work hours. This helps you monitor overall safety performance at a glance.

• My Tasks: Directly below or beside key metrics, review and manage tasks like incident events or work permits. These are interactive, allowing you to update or complete each task.

• Quick Links: These are shortcuts to frequently used actions, such as reporting an incident, creating a CAPA (Corrective and Preventive Action), completing audits or inspections, and submitting work hours. Utilizing these can save time.

• Graphical Reports: View charts such as the "Audit & Inspection By Type" and "CAPA Statistics" for a visual breakdown of data. These visuals help quickly understand trends and areas requiring attention.

• Incomplete CAPA Breakdown: Monitor and prioritize corrective actions that are pending completion.

• Incident Potential Severity Breakdown: Assess the severity distribution of incidents to focus safety efforts appropriately.

Reporting an Incident

Compliance with BHI Policy: When reporting an incident, it is imperative to comply with the guidelines set forth on the BHI incident management page. These guidelines are designed to ensure consistency and thoroughness in how incidents are reported and handled.

Filling Out the Form:

• Complete All Fields: Make sure to fill out all fields in the incident report form. Each field captures essential information that is crucial for a comprehensive understanding of the incident.

• Utilize Search Bar Pickers: Search bars are utilized to pull employee or asset data that is stored in EHS insight. If employees or assets do not show up, clear the search bar and populate the fields manually. Leaving text in the search bar prevents incident submission. 

• Attach Necessary Documentation: It’s important to attach all relevant images and documents to your report. This includes photographs of the incident scene and any relevant physical conditions or equipment involved.

• Include Witness Statements: If there are witnesses to the incident, attach their statements as part of your documentation. Witness accounts can provide valuable perspectives that may not be apparent from physical evidence alone.

Submission Process:

• Avoid Drafts: Ensure that the report is fully completed and submitted. Leaving reports as drafts can delay response times and follow-up actions.

• Confirm Submission: After filling out all parts of the report and attaching necessary documents, confirm the submission to make sure it has been properly entered into the system.

Incident Submissions- A Detailed Guide for Leaders (25 mins)

Work Permits- A Detailed Guide for Leaders (15 mins)

Users and Groups in EHS Insight

In EHS Insight, user access is managed through predefined security groups, each with specific permissions tailored to the user's role within the organization. These groups are established and controlled by the Director of Environmental Health and Safety to ensure that each employee has access to only the necessary information and functions for their role. This structure helps maintain the security and integrity of sensitive data.

Security groups determine a user’s ability to view, submit, edit, and administer various aspects of the system. Access levels and group assignments are reviewed and adjusted by the Director of EHS to ensure that all changes uphold security standards. This streamlined approach not only safeguards the system but also enhances operational efficiency by clearly defining user roles and responsibilities.