Findings & Actions

The Findings & Actions module is common across all suites in Medgate. This module provides a centralised database for consolidating all findings and corrective action data and our corrective action software automates all of your action tracking and approval process.

diagram-findings-and-actions

Key Benefits of the Findings & Actions Module:

The Findings & Actions module will enable you to:
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  • Manage your findings and corrective actions together in one logical tracking interface that is consistent across all modules
  • Trigger automated corrective action emails to assignees that include standalone links to the finding and action details, allowing for action completion by non-Medgate users
  • Track ergonomic, safety, Hygiene, and Environmental findings & actions together in one location

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  • Promote accountability and aid corrective action tracking with automatic e-mail reminders and overdue notifications (with escalation ability)
  • Support ‘Management of Change’ by linking risk assessments/change to actions
  • Easily manage and review action completion status with reports and dashboards

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Key Components

This module offers robust functionality that will help you quickly and effectively realize the benefits described above. The features of this module are grouped as follows:
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Findings & Actions List

  • Gain one-stop access to all findings and actions that are relevant to you
  • Quickly identify the source of the finding/action with source and source ID fields
  • View the corresponding risk ranking (if applicable) of all findings and actions, which could be an image/icon or description that you have assigned to different risk levels (ie: green circle for low risk, red circle for high risk, etc.)
  • Simplify workflow by creating new findings directly within your findings & actions “home page”
  • Use the module as a general task manager by creating new actions for any/all IH-related tasks

Findings and Actions Configuration

  • Link questionnaire responses to findings, allowing the corresponding finding to be automatically recorded once a question response is entered. If that finding has corresponding actions, those actions will also be auto-generated
  • Improve productivity using efficient tools, such as:
    • Copy/clone actions or create recurring corrective actions, improving workflow efficiency for common issues with a repetitive nature
    • Attach multiple documents and photos to a finding or action (i.e.: a photo of the broken piece of equipment and/or checklist)
    • Create many actions for one finding (1:many relationship)

Action Tracking/Workflow

  • Trigger an automatic e-mail notification / action completion workflow based on the finding and action data you’ve completed.
    • Emails include the details of the finding and action, any recurrences, and a standalone link to access the relevant record in the application.
    • Reminders can be configured to run at different frequencies before and after the due date of the activity using automatic email notifications
  • Allow action assignees to add details, pictures, and/or documents confirming that the action has been completed, and save their changes to the database
  • Capture verification information for organizations using third parties for action verification

Metrics and Reporting

  • Findings and actions can be viewed and manipulated using Medgate’s Metrics tool, allowing you to analyse data by HR reporting hierarchy, business units, or site tree hierarchy

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