Action management Module

Module

Action management

Get things done

All successful health and safety management systems rely on effective action management.

    We are in the process of updating the description page for this module; however, it is currently available.
    Please contact us for information on this module, or to get a demo.

    Plan, assign, and review staff actions and activities with myosh's Action Management Software

    MyOsh Action Management Icon

    Actions can be created and defined in every myosh module.

    Whether you’re mitigating an identified hazard, eliminating a risk, preventing an incident from reoccurring or closing out an audit finding, Actions make sure things get done.

    Actions can be assigned to a person and are tracked to determine whether they have been completed within the stipulated time.

    This ties in with Plan-Do-Check-Act cycle of continuous improvement which forms the basis of the ISO Standards.

    MyOsh Action Management Icon

    What does it do?

    • Create and assign actions to anyone with a myosh login
    • Notify the responsible person that they have been assigned an action
    • Automatically sends reminder emails before an action is due
    • Keep an audit log of changes
    • Automatically schedule reoccurring actions
    • Enforces accountability

    What reports can I create?

    • Custom build your own reports using filters to select required records, then choose the fields to display
    • Export reports to Excel
    • New actions created in date range
    • Reports showing all actions that are open
    • Overdue actions displaying any field
    • Aged summary of actions open by site, department, division or any part of your organisational structure
    • Automatically produce graphs/charts
    • Positive performance indicators
    • Lead performance indicators
    • Much more……

    How do I create an action?

    • Click ‘Create Action’ from the main menu, or
    • Click on ‘Create Action’ from within any module

    Workflow

    • Emails to management when due date or other key fields are changed
    • Notify recipients when an action is assigned or reassigned
    • Notify management when an action is closed
    • Weekly reminders
    • Full audit log of changes

    What happens if the action becomes overdue?

    • Email notifications are sent to management
    • Weekly reminders with a list of all open actions
    • Displays in standard reports

    Key Features

    of myosh's Action management module

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    Streamline Your Entire Action Lifecycle

    Effectively manage every stage of an action's lifecycle, from initial creation to final closure and verification. myosh Action Management provides the tools to:

    • Create actions manually or automatically generate them from other modules like Incidents or Inspections.
    • Assign actions to responsible individuals or teams with clear accountability.
    • Define due dates and priorities (e.g., Low, Medium, High, Critical) to ensure timely completion of critical tasks.
    • Track real-time progress with status updates (e.g., Open, In Progress, Pending Review, Completed, Closed).
    • Allow assignees to add comments, updates, and attachments (photos, documents) directly to the action.
    • Implement verification steps before an action can be formally closed, ensuring effectiveness.

    This comprehensive approach ensures that all necessary steps are followed, documented, and completed efficiently.

    Automate Workflows and Stay on Track

    Reduce manual follow-up and ensure critical tasks don't get missed with powerful automation features:

    • Configure automated email notifications and reminders for assignees about upcoming or overdue actions.
    • Set up escalation processes to automatically notify supervisors or managers if actions are not completed by their due date.
    • Design customisable workflows that define the stages, responsibilities, and notification triggers for different types of actions (e.g., Corrective, Preventive, Improvement Suggestion).
    • Receive in-app notifications and dashboard alerts for a clear overview of pending tasks.

    By automating these critical communication and oversight processes, you can improve response times, ensure accountability, and maintain momentum on safety initiatives.

    Integrate Actions Across Your Safety Ecosystem

    myosh Action Management doesn't operate in a silo. It seamlessly integrates with other critical myosh modules to provide a holistic view of your safety landscape:

    • Link actions directly to Incidents to manage corrective measures arising from reported events.
    • Connect actions to Hazards to ensure risks are mitigated effectively.
    • Generate actions from Inspections and Audits to address identified non-conformances or areas for improvement.
    • Relate actions to specific records in Plant & Equipment or Chemical Management for targeted safety interventions.

    This deep integration ensures that actions are always contextual, relevant, and contribute to a comprehensive safety strategy, breaking down data silos and improving overall risk management. Discover more about how myosh modules work together on our modules page.

    Customise to Fit Your Organisation's Needs

    myosh Action Management is designed to be flexible and adapt to your unique organisational structure, processes, and terminology:

    • Define custom action types (e.g., Corrective Action, Preventive Action, Improvement Opportunity, Safety Observation Follow-up) to categorise tasks meaningfully.
    • Configure priority levels, status options, and other dropdown field values to align with your internal standards.
    • Tailor notification templates and escalation rules to match your communication protocols.
    • Set permissions and access controls to ensure users only see and manage actions relevant to their roles and responsibilities.

    This level of customisation ensures that the Action Management module works for you, supporting your existing safety culture and operational requirements effectively.

    Gain Actionable Insights with Comprehensive Reporting

    Monitor performance, identify trends, and drive continuous improvement with robust reporting and analytics capabilities:

    • Access pre-built dashboards and reports for an at-a-glance overview of action statuses, overdue items, and completion rates.
    • Generate customisable reports by filtering actions based on various criteria such as assignee, due date, status, action type, department, or related module.
    • Visualise data with charts and graphs to easily identify bottlenecks, trends in action types, or areas requiring more attention.
    • Export report data to Excel or PDF for further analysis, sharing, or inclusion in management reviews.
    • Track key performance indicators (KPIs) related to action management to measure the effectiveness of your safety programs.
    Example Action Management Dashboard Widgets

    Use these insights to make data-driven decisions, allocate resources effectively, and continuously improve your safety processes.

    *Feature availability depends on subscription tier. See a detailed feature comparison here.

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