PRACTICAL GUIDE

Operations and reporting

Prioritise live operational risks, search the workspace and export management reports and supporting evidence.

STEP 01

Review Risk Radar

Risk Radar gives managers an explainable priority list across connected safety, people, asset and site records.

  1. 1

    Open Risk Radar from the manager workspace and review the immediate, high and upcoming signals in priority order.

  2. 2

    Open a signal to read why it was raised, confirm the affected site or asset and navigate to the original source record.

  3. 3

    Use the source workflow to investigate, assign or close the work; Risk Radar is decision support and does not replace the required safety review.

Keep in mindWorkers do not receive the management Risk Radar unless their role is changed to an authorised supervisory role.

STEP 02

Search the workspace

Workspace search helps administrators find operational records without opening every section separately.

  1. 1

    Open workspace search and enter a useful name, reference, asset, site or other supported record detail.

  2. 2

    Review the grouped results and confirm the record type and context before opening the matching source record.

  3. 3

    Refine the search when several records look similar, and verify the source record before making a safety or maintenance decision.

STEP 03

Export management information

Use the export that matches the audience instead of sending screenshots or incomplete copied data.

  1. 1

    Choose CSV when an authorised person needs detailed rows for further analysis, or PDF for a formatted management summary.

  2. 2

    Apply the required period and filters, generate the export and review its scope before sharing it outside the workspace.

  3. 3

    Use an evidence ZIP when an incident handover requires the related record and files, then transfer it through an approved secure channel.