Action Item Process

ACTION ITEM SEARCH

Figure 4.3.1

  1. Select search criteria such as Time line, Plant/Site, Department, Location,Sub-Location, Observation Type, Observation category, Observation Severity,Activity, Observer, Status Select Report as per requirement.
  2. Click “Search” button to populate action item details in a tabular format.
  3. Click “Reset” button to clear all the selection criteria and refresh report screen.
  4. Click “Export to Excel” button on top right corner of the screen to export the report to excel spread sheet.
  5. Click “Export to PDF” button on top right corner of the screen to export the report to PDF file.
  6. Click Observation Detail, Date & Time, Plant/Site, Obsrever on report table to view the Observation Detail, Date & Time, Plant/Site, Obsrever in ascending/descending order.
  7. Click “Report No” in Report column to open report in view mode.
  8. Select Report from drop down list in Report column to download the report in pdf format.
  9. There are 3 types of report user can download.
    • Notification Report : To download only EHS Observation, Incident/Near Miss and Site Inspection Submit details.
    • Summary Report : To download EHS Observation, Incident/Near Miss and Site Inspection summary report.
    • Detail Report : To download EHS Observation, Incident/Near Miss and Site Inspection detail report where user can get maximum information about a particular EHS Observation, Incident/Near Miss and Site Inspection.