Medgate - Version GX2 -Findings & Actions

The Findings & Actions module will enable environmental professionals to:

• Manage your findings and actions together in one logical tracking interface that is consistent across all Environmental Software Suite modules
• Track ergonomic, safety, IH, and environmental findings & actions together in one location (you will only be able to see the findings & actions for the modules to which you have been granted security access)
• Trigger automated corrective action emails to assignees with standalone links to the finding and action details, allowing for action completion by non-Medgate users
• 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

The features of this module are grouped in the following categories:

• Findings & Actions List
• Findings and Actions Configuration
• Action Tracking/Workflow
• Metrics and Reporting
• Integration Points

• 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

• 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 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)

• 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

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

The Findings & Actions module is integral to all areas of the Medgate software application. In the Environmental Software Suite, it integrates with the following modules:

• Compliance Management
• Questionnaire
• Risk Assessment