Common Workflows

Lockout/Tagout (LOTO)

• How to Create a LOTO Energy Control Procedure (ECP) in the EHS-Dashboard
• How to Set Up a LOTO ECP as a Recurring Action Item
• How to Track Lockout/Tagout Activity Using Forms, Status Updates, QR Codes, and Notifications

Incident Reporting and Corrective & Preventative Action (CAPA) Management

• How to Create and Configure an Incident Report Form (Including CAPA Triggers and Email Notifications)
• How to Create a Corrective and Preventative Action (CAPA) Form
• How to Submit an Incident Report Using Form Submissions, Public Links, and QR Codes