This tool is designed to build an HSE database and analyze over 40 leading indicators and 11 lagging Indicators to generate HSE Performance Reports. It has 7 main features, i.e. The HSE Objectives and Targets Sheet, Target Source Data Sheet, Actual Source Data Sheet, HSE Statistics, Daily HSE Report Template, 11 Dashboards, and Various Reports (Pivot tables and charts).

The Target Source Data Sheet is where users can set their yearly targets of all the KPIs and build a database of the yearly targets to represent on all dashboards with targets and progress charts and for drawing comparison of actuals against targets. The KPIs have already been grouped according to the objectives they seek to achieve for users to simply set their targets in numerical values based on their scope of work to ensure adequate objectivity in measuring HSE performance.

The Actual 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.

The Dashboards are Eleven (11) in all. All are dynamic and each focuses on relevant aspects of the safety management system. These are;  Performance Trend Dashboard, Targets Summary Dashboard, Incident Dashboard, Incident Rate 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 can focus on just data entering and with  “A Click” of the “Refresh All” tab on the Menu bar, all dashboards and reports within the workbook automatically update. Also, users can control all 11 dashboards and 50 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” 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 compare targets from the Target Source Data Sheet against actuals from the Actual Source Data Sheet using a dropdown to select a respective year to compare and a Timeline to select monthly, quarterly, semi-annually, or annual performance trends for comparison. 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 50 sheets of tables and graphs of each key performance indicator in the Source Data Sheet and the Target Source Data for which database has been built to compare actual against targets. These include trend charts of incident rates. Users can have access to more in-depth tables and graphs as inputs for their Annual HSE Performance Report. 

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 a click of just 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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