Introduction to SHEQTray

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SHEQTray – Safety, Health, Environment and Quality Management

Use SHEQTray to help keep your team safe

SHEQTray is configurable to suit any Safety Management Process enabling your business to move to an ‘easy to use’ paperless system

SHEQTray includes Incident, Event and Hazards Management within a Workflow and Corrective Actions framework

Use SHEQTray to record investigations and ensure corrective actions are completed

SHEQTray allows you to manage the risks associated with your business and keep your business compliant through effective management of events, incidents and hazards.

Use SHEQTray to maintain a Risk Register to ensure risks are identified, rated and managed efficiently

In the event of a Safety Audit or serious Incident SHEQTray will enable you to demonstrate an effective safety management process and easily access records

SHEQTray Incident and Event Management Overview

SHEQTray can be configured to manage a wide range of Event Types including:

  • Accidents
  • Injuries
  • Hazards and Observations
  • Environmental incidents
  • Breach of compliance
  • Safety meetings and actions

Most Event Types have different data capture requirements other than recording the basics – Who – What – When – Where

Using SHEQTray you can record all details of any event using the configurable tabs

  • Details Tab – Record the basics – Who – What – When – Where
  • Injury Tab – Record details of injuries, including multiple injured persons
  • Documents Tab – Attach related documents including images, witness statements, expert reports
  • Actions Tab – Manage Corrective Actions including completion and overdue items
  • Comments Tab – Record Notes or comments related to the Event
  • Assess Tab – Assess the consequences of the event and the likelihood and potential consequence of a similar event happening in the future
  • Cause Tab – Record the causes of each event
  • Risks Tab – Add Risks from Risk Register
  • Investigation Tab – Capture consistent Investigator reports
  • Equipment Tab – Record equipment involved in Events

PeopleTray Custom Fields offer the ability to capture any other information you require

SHEQTray has the ability to output a printable Event Report in MS Word or .pdf format

SHEQTray includes a range of Reports and Dashboards

Workflow Transitions Overview

Management of events and activities using workflow transitions ensure the right people are involved and notified if required

Example of Workflow Transitions:

  • Team Member submits an Event
  • Team Supervisor reviews Event >> Forwards to Safety Manager
  • Safety Manager reviews Event >> Returns to Supervisor for more info or >> Forwards to Investigator
  • Investigator Returns to Safety Manager
  • Safety Manager closes Event

Workflow transitions can be simple or complex depending on your business needs

SHEQTray Guide