Idea Overview: The proposal is to create a dedicated section for Investigations within the SafetyCulture platform. Currently, all events are reported as Issues, which are then transformed into inspections, such as the "Accident Investigation Report (AIR)" template. However, this approach leads to certain challenges, including bypassing the notification process for senior leadership and potential disconnects between incidents and investigations.
Problem Statement:
- Notification Breakdown: The current process of initiating investigations through templates causes a breakdown in the notification system to senior leadership, as users can start investigations without triggering necessary escalations.
- Support and Integration: Users initiating investigations from templates may miss out on required support from the Health and Safety (H&S) team. Additionally, retrospective linking of investigations to the original Issue becomes problematic, leading to a suboptimal user experience.
Solution Proposal: Separate Investigations from Inspections to address these issues and enhance the platform's capabilities. The new Investigation section would have distinct functionalities tailored to the investigative process:
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User Allocation and Reminders:
- Assign users to specific sections within investigations.
- Set criteria-based reminders for overdue tasks.
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Sequential Progression:
- Prevent users from advancing to subsequent pages unless previous reviews and sign-offs have been completed.
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Conditional Logic for Confidentiality:
- Incorporate the ability to show/hide questions based on legal privilege or GDPR sensitivity.
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Hierarchical Sign-off Levels:
- Implement multi-level sign-off options based on required authorization levels.
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Enhanced Logic Implementation:
- Extend logic capabilities beyond immediate sections, allowing dynamic question display/hiding throughout the template.
Benefits:
- Improved Notification Flow: The separation of Investigations ensures that senior leadership is consistently notified, avoiding any bypasses in the escalation process.
- Comprehensive Support: Initiators of investigations receive the necessary support from the H&S team, enhancing incident resolution.
- Enhanced User Experience: The ability to link investigations back to their corresponding Issues creates a seamless and user-friendly experience.
- EHS Platform Advancement: This proposed feature positions SafetyCulture as a comprehensive EHS solution, potentially attracting a broader user base.
Market Alignment: The proposed changes align SafetyCulture with other established EHS solutions like EcoOnline, Sphera, and Velocity. By offering a turnkey EHS platform, SafetyCulture could capture a larger share of the market and potentially increase its user base.
Conclusion: The creation of a dedicated Investigations section within SafetyCulture's platform, with its distinctive features tailored to the investigative process, addresses the current challenges and positions SafetyCulture as a leading EHS solution. This enhancement would not only resolve existing issues but also attract new users seeking an all-in-one EHS platform.