NEW FEATURE! Read & Understood

The Eco EHS Read & Understood feature allows clients to issue read & understood requests to Audit, Risk and Documents modules at the record level if enabled. It allows user more control over high-risk activities by creating and requesting end user read and understand applicable record content.

The feature will also form part of PTW module workflow. This will allow the permit issuer to request contractor review and approval of the permit and will ensure all electronic communication if fully recorded as part of the record. This can also utilised as part of the permit hand-back process although not mandatory in either workflow step. It will also allow for the capturing of an electronic signature, whether that be done on a touch device or with the user uploading their signature.

Read and Understood captures employee acknowledgements of having read system records and/or documents. For less business critical items, simply notify users of the updated documents.

Benefits

Ease of use – A consistent and simple to use UI in line with the rest of the Eco EHS platform means that the new feature is easy to pick up and learn.

Role based access – Create a Read & Understood request depending on the permissions at different role levels

Email request – Read & Understood request emailed to the recipient

Tracking – Track who has received the request (and when) and who has responded (and when)

Ensure Corporate Compliance – Ensure compliance by issuing Risk records and/or documents and ensuring requests are understood and approved by recipients.

Features

Read and Understood functionality will be developed in 2 phases:

Phase 1 (MVP):

  • Which employees will receive ‘acknowledge reading requests’ through Active Directory groups and Active System users
  • Tracking individuals who have not acknowledged request
  • Add users to requests – individuals or groups
  • Remove users from requests where added incorrectly
  • Versioning of requests
  • Track date and time a request was issued
  • Track date and time a request was accepted by recipient
  • Configure which modules the feature will be available for (Audit, Risk & Documents modules only)
  • Send requests directly from module records
  • Full audit log of Read & Understood requests and responses
  • Email notifications to recipients to make them aware of a request
  • Completely private – recipients wont be aware of other users issued with same request
  • Cross platform to work on mobile devices

Phase 2 :

  • Electronic signatures
  • Integrate into PTW module workflow
  • Target completion date, over which an ‘acknowledgement reading request’ must be completed by
  • Track if request for an individual becomes overdue
  • Automatically add requests to end user my tasks Eco EHS functionality in case notification missed for any reason

2 comments

    1. Hi Julie. If you reach out to your account manager they can liaise with Professional Services to get someone to enable on your behalf. Once enabled you then just need to create a permission group granting the access to create read & understood requests

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