HSE Performance Monitoring Tool - Officer Version

Description

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 five main features:

1. HSE Objectives and Targets Sheet
   
   

2. Source Data Sheet
   
   

3. Daily HSE Report Template
   
   

4. Dashboards
   
   

5. Various Reports (Pivot tables and charts)
   
   

1. Source Data Sheet

This sheet is where you input key data such as:

• Number of Employees
  
  

• Man Days
  
  

• Man Hours Worked
  
  

• Other relevant indicators
  
  

Lagging Indicators:

• Reactively measure failures (e.g., incidents)
  
  

• Separate Total Recordable Cases (TRC) from other incidents
  
  

• Calculate rates such as:
  
  

  • Lost Time Injury Frequency Rate (LTIFR)
    
    

  • Total Recordable Injury Frequency Rate (TRIFR)
    
    

Leading Indicators:

• Proactively measure success
  
  

• Based on generic indicators applicable to all high-risk workplaces
  
  

2. Dashboards

There are 10 fully dynamic dashboards, each focusing on specific safety management areas:

1. Performance Trend Dashboard
   
   

2. Targets Summary Dashboard
   
   

3. Incident Dashboard
   
   

4. Control of Work (CoW) Dashboard
   
   

5. Behavior Based Safety (BBS) Dashboard
   
   

6. Workplace Control Monitoring (WCM) Dashboard
   
   

7. Employee Training and Awareness (ETA) Dashboard
   
   

8. Continual Improvement (CI) Dashboard
   
   

9. Employee Engagement (EE) Dashboard
   
   

10. Emergency Response (ER) Dashboard
    
    

Functionality:

• Simply click “Refresh All” on the Menu bar to automatically update all dashboards and reports
  
  

• Control all dashboards and 45 reports via any slicer or timeline in the workbook
  
  

3. HSE Statistics Sheet

• Automatically compiles monthly statistics of all KPIs into a review table
  
  

• Requires no extra effort from the user — focus remains on building the KPI database
  
  

4. Daily HSE Report Template

• Automatically populates and generates daily reports based on Source Data Sheet inputs
  
  

• Eliminates repeated manual data entry for daily reporting
  
  

• Supports database growth while maintaining consistent reporting
  
  

5. HSE Objectives and Targets Sheet

• Allows users to set custom targets from Source Data Sheet indicators
  
  

• Timeline selection: monthly, quarterly, semi-annual, or annual
  
  

• Conditional formatting:
  
  

  • Red = underperformance
    
    

  • Green = good performance
    
    

• Encourages continual improvement to keep all indicators green and exceed set targets
  
  

Various Reports

• 45 detailed sheets of tables and graphs for each KPI in the Source Data Sheet
  
  

• Provides in-depth analysis for Annual HSE Performance Reports
  
  

Officer Version – Key Feature

• Exclusively allows only daily data entries
  
  

• Ideal for HSE professionals who need to:
  
  

  • Closely track KPIs
    
    

  • Manage performance analysis on a day-to-day basis
    
    

Pre-Defined & Pre-Structured Templates

• Includes pre-defined KPIs and report templates
  
  

• Users only need to build the database — all reports generate automatically with one click
  
  

Compatibility

• Ideal for organizations without a proprietary HSE management system
  
  

• Delivered as a Microsoft Excel file — no installation required
  
  

• Runs on Windows and Mac
  
  

• Compatible with Microsoft Excel 2013 and later versions