Action Tracking
Action Tracking (ACT) is a powerful web-based Action Item Management and Tracking software that allows you to track action items throughout your department, site and enterprise.
You can design, workflow and track your own reusable on-line forms (such as Incident and Accident reports, Safety or Employee suggestions, Health, Safety,
or Quality audits, Non-Conformance and Corrective Action reports, and Meeting minutes) containing action items to be tracked.
You can also assign and track recurring regulatory compliance items. Items can be assigned on a recurring basis on designated dates with target completion dates.
People assigned action items are notified by periodic e-mails. Links provided allow people to view action item details, recommended implementation steps, review prior progress, report new progress, submit documentary evidence via attachments, and complete action items. An action item can also be transferred to or verified by another individual.
Our Action Tracking software is currently in use at a variety of large and small chemical, energy, oil and gas companies such as Occidental Petroleum, Virent Energy, Hess EG, Gary-Williams Energy, SI Group and Ineos Phenol.
Shown below is the Action Tracking process flowchart (workflow) as implemented in the software module.
Key Features
- Ability to design customized, reusable on-line forms containing form titles, field names, field and data types, and form layout.
- Some ACT customers have created complex on-line forms such as an OSHA Injury and Illness Report or a Risk Management Supplement containing over a hundred traceable fields and action items.
- Forms can contain mandatory fields, default values, default approvers, default action items, and links to documents and equipment data.
- Place shortcuts to commonly used blank forms such as Safety/Employee suggestions or Incident/Accident reports on selected employees' desktops.
- Route, track, store and run reports on completed forms, individual fields, and action items.
- Any form can be used in collaboration mode to populate with action items prior to being released for action item implementation and tracking.
- Create categories such as Safety, Quality, Environment, Industrial Hygiene, Audits, etc. to simplify management and tracking. Similarly, all open and completed Action items and forms can be organized by departments to streamline management and accountability.
- Action items are assigned with due dates, and can be ordered in series and/or parallel.
- Ability to report intermediate progress on assigned action items and submit documentary evidence with notification to the people tracking the progress.
- Assign and manage recurring action items and tasks such as weekly, monthly or annual inspections and audits automatically. Each recurring assignment and completion is documented for audits.
- Configurable e-mail notifications and reminder frequencies for assigned action items.
- Optional supervisor or manager e-mail notifications for employees' or departments' overdue action items.
- Assign action items to a job title that is held by a group of people. Everyone in the group is notified and people can work jointly or individually on the assigned action items.
- Import action items from 3rd party action item generator software (such as PHA or HAZOP studies)
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