- Version GX2 - Findings and Actions



This module helps you to consolidate all ergonomic finding and action data in one centralized location and enables you to automate and streamline your action tracking and approval process.

The Findings & Actions module will help ergonomists to:

  • Manage ergonomic findings and actions resulting from audits/inspections, risk assessments, workplace assessments, self-assessments, equipment tracking, and questionnaires in one logical tracking interface
  • 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)
  • Promote accountability and streamline ergonomic corrective action tracking with automatic e-mail notifications to action assignees, as well as 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

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

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

  • Gain one-stop access to all ergonomic 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 ergonomic risk levels (i.e.: green circle for low risk, red circle for high risk, etc.)
  • Simplify workflow by creating new ergonomic findings directly within your findings & actions “home page”
  • Use the module as a general task manager by creating new actions for any/all ergonomic-related tasks, even if the item does not specifically relate to another record in the system

Manage findings & actions efficiently with automatic workflows:

  • Ergonomic actions can be auto-generated based on selected field values. For example, when an incident is marked as ergonomic-related, the assigned corrective action(s) will be automatically created.
  • 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 additional efficiency 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, postures, and/or workstation)
  • 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/update the relevant record in the application.
  • Reminders can be configured to run at different frequencies before and after the due date of the activity
  • 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 when 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

In addition to the Ergonomics Software Suite, the Findings & Actions module is present in Medgate’s Environmental, Industrial Hygiene, and Safety software suites. In the Ergonomics suite, the Risk Assessment module integrates with the following modules:

  • Audits & Inspections
  • Equipment
  • Risk Assessment
  • Questionnaire

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