As your business evolves, your Safety Management System should evolve with it. Regular reviews help ensure your system remains effective and aligned with your current operations.

To support this, the Process Reviews section—located in the Governance module of Ideagen Safety—includes registers for recording and tracking reviews of different elements within your safety system.

These reviews help identify areas for improvement, ensure compliance, and maintain continuous improvement across your organization.

 

➕ Managing Process Reviews – Add a New Review

Each register displays key summary information for all recorded reviews, helping you quickly see the status and scope of past evaluations.

To add a new review:

1. Navigate to the relevant Process Reviews register within the Governance module of Ideagen Safety.

2. Click the Add button.

3. Complete the required fields to record your new review.

4. Save your changes.

📝 Managing Process Reviews – Add a New Review

When adding a new review in Ideagen Safety, complete the following fields to ensure the review is properly documented and actionable.

🗂️ Required Information

Enter the following details:

• Date of the review

• Name of the person accountable for the review

• Current status of the review

• Date for the next scheduled review

• Any findings from the current review

• Any identified actions

• The policy or procedure being reviewed

  Note: This field varies depending on the specific register you're using.

• The names of the team members involved in the review

📎 Attach Supporting Files

• Click “Add file” to upload documents from your computer.

• Click “Add URL” to link to a file or page stored on a server.

✏️ Managing Process Reviews – Edit / Delete a Review

After entering all required details, click Save.
The review will now be visible in the register.

⚙️ To Edit or Delete a Review

1. Locate the review in the register.

2. Click Actions.

3. Select either Edit or Delete, depending on what you need to do.

Edits will update the existing entry. Deleted reviews are permanently removed and cannot be recovered.

📄 Managing Process Reviews – Safety Plan Reviews

Most registers in Ideagen Safety function similarly. However, the Safety Plan register includes additional functionality: it allows you to store both the safety plans themselves and any subsequent reviews of those plans.

🧭 How the Safety Plan Register Works

The register is divided into two sections:

• Safety Plan (top of the screen):
  This section is used to track the development and progress of emergency response plans, such as those for fire, bomb threats, or other critical incidents.
  Once finalized, completed plans can also be uploaded and stored here.

➕ To Add a New Safety Plan

1. Click the Add button.

2. Enter the required details for the new plan.

3. Upload relevant documents, if applicable.

4. Click Save.

The Safety Plan will now be stored in the register and available for future reference and review.

🔄 Reviewing a Published Safety Plan

Once a Safety Plan is published, you can use the Safety Plan Review section to:

• Schedule future reviews

• Record the outcomes of each review

• Track updates or required changes to the plan over time

This ensures your emergency response plans remain accurate, compliant, and aligned with current procedures or risks.

If you are unable to access the above video, or for a printable version of its content, feel free to download the PDF file or PowerPoint file.