HSE Performance Monitoring Tool - Officer Version
Originally published: 11/02/2020 13:33
Last version published: 08/12/2021 09:14
Publication number: ELQ-68918-14
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HSE Performance Monitoring Tool - Officer Version

This tool is designed to generate HSE performance reports based on daily data entries.

This tool is designed to build an HSE (Health, Safety and Environment) database and analyze over 40 leading indicators and 10 lagging Indicators to generate HSE performance reports. It has 5 main features, i.e. The HSE Objectives and Targets Sheet, Source Data Sheet, Daily HSE Report Template, Dashboards and Various Reports (Pivot tables and charts).

The Source Data Sheet is where you input data such as No. of Employees, Man Day, Man Hours Worked including various other indicators are entered. The Safety Lagging Indicators reactively measure failures such as incidents and separates Total Recordable Cases (TRC) from other incidents to estimate Incident Rates such as Lost Time Injury Frequency Rate and Total Recordable Injury Frequency Rate; The Safety Leading Indicators proactively measure success and are based on generic indicators applicable to all high risk workplaces.

There is a total of 10 Dashboards. All are dynamic and each focuses on relevant aspects of the safety management system. These are: Performance Trend Dashboard, Targets Summary Dashboard, Incident Dashboard, Control of Work (CoW) Dashboard, Behavior Based Safety (BBS) Dashboard, Workplace Control Monitoring (WCM) Dashboard, Employee Training and Awareness (ETA) Dashboard, Continual Improvement (CI) Dashboard, Employee Engagement (EE) Dashboard and Emergency Response (ER) Dashboard.

Users only need to focus on entering in the data. Then, by simply clicking the “Refresh All” tab on the Menu bar, all dashboards and reports within the workbook automatically updates. Also, users can control all 10 dashboards and 45 reports using any slicer or timeline in the workbook.

The HSE Statistics Sheet automatically populates monthly statistics of all KPIs in a table for users perusal. This process requires no effort at all as users focus on building their database of HSE KPIs.

The Daily HSE Report Template enables users to automatically populate and generate daily reports with just a click of the mouse, based on the data provided in the Source Data Sheet. This avoids the stress of making entries all over again for daily reports while building an HSE database.

The HSE Objectives and Targets Sheet enables users to set their own targets based on the indicators from the Source Data Sheet and from a Timeline users can select monthly, quarterly, semi annually or annual performance trends for comparison against set targets. The sheet has been conditionally formatted to indicate red as a sign of underperformance or green as a sign of good performance for users to see at a glance which areas need improvement. Users will usually be obliged to keep all indicators green by way of continual improvement to exceed their set targets.

The Various Reports are 45 sheets of tables and graphs with each key performance indicator from the Source Data Sheet, for which database has been built. Users can have access to more in-depth tables and graphs as inputs for their Annual HSE Performance Reports.

The unique feature about the Officer Version is that, it exclusively allows Only Daily Data Entries, hence best for HSE professionals who have responsibilities for HSE data analysis and want to keep a close eye on their key performance indicators.

Another amazing feature is how all the work is done for users in terms of Pre-defined Key Performance Indicators and Pre-structured templates hence users only have to build their database and after just a click of a button, all reports are generated.

This is a complete tool for organizations that do not have any proprietary system in place to drive their HSE management system. It is simply a Microsoft excel file hence no installation is required and can run on both Windows and Mac and is compatible with Microsoft Excel 2013 (+ Later Versions).

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This Best Practice includes
1 excel file, 3 PDFs

Acquire business license for $29.97

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Further information

Designed to generate HSE Performance Reports.

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