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    QHSEtech

    ITRAK 365

    ITRAK 365 combines incident, inspection, hazard, risk, action, training and contractor-participation workflows with Microsoft Dataverse, SharePoint, Power BI, Entra ID and a native mobile application. Its strongest fit is for organisations prepared to govern a Microsoft-tenant solution and configured processes. Buyers should distinguish documented current functionality from templates, roadmap items and separately licensed Microsoft services.

    Evidence: Researched profile

    Built from vendor sources checked ; AI-assisted drafting. Documentation review, not a hands-on test. How pages are made

    Who is ITRAK 365 for?

    Organizations standardizing safety processes within an existing Microsoft environment. A Microsoft architecture can reduce integration friction but does not eliminate licensing, tenant administration, storage, security design or implementation work. Native-app offline claims do not extend to Power Pages, Power BI or every connector. Contractor vetting is explicitly described as future roadmap, and LMS Lite or SCORM boundaries must be checked against the deployed release.

    Worth shortlisting when your organisation standardizes safety processes within an existing Microsoft environment. Compare the full implementation and ongoing administration cost against your current process before committing.

    Watch for: No verified public numeric subscription. Tenant and licensing administration adds procurement work. Configured processes and external access need acceptance tests.

    Sources checked .

    Product tour

    Vendor visuals—not a QHSEtech hands-on test.

    Laptop and phone showing an injury and incident overview with an injury triangle, incidents by business unit and a rolling TRIF chart

    Power BI injury and incident overview dashboard

    Source

    Capabilities and scope

    ITRAK 365 is NeoSystems' configurable safety and operations product built on Microsoft Power Platform. Its Power Platform application, native Forms Manager mobile app, portal and connector service are distinct components. Owning Microsoft 365 does not itself establish ITRAK, Power Apps, Power Pages, Power BI, Dataverse capacity or connector entitlement.

    ITRAK 365 capabilities, evidence status and source links
    CapabilityEvidenceScope and source
    Offline native mobile capture and syncDocumented by vendor

    The native app stores records locally and synchronizes them to Dataverse after reconnection. Exact form, attachment and conflict rules require acceptance testing.

    Native mobile app and offline sync
    Camera, GPS and device notificationsDocumented by vendor

    The mobile app documents camera, GPS and notification use for field records.

    Native mobile app and offline sync
    Form dispatch and prefilled tasksDocumented by vendor

    New or prefilled forms can be dispatched from the portal to frontline users.

    Native mobile app and offline sync
    Incident and near-miss investigationDocumented by vendor

    The product describes classification, structured investigation, root-cause documentation, role-based alerts and analytics.

    Incident and near-miss managementComponents: incidents, audits, risk, actions, training and MOC
    Inspections and auditsDocumented by vendor

    Scheduled inspections can capture findings, photos and nonconformances and assign accountable parties and timelines.

    Components: incidents, audits, risk, actions, training and MOCSafety-management solution scope
    Risk assessment and configurable matricesDocumented by vendor

    Risk processes can link to inspections or audits, use configurable matrices, support HAZOP and trigger severity-based alerts and actions.

    Components: incidents, audits, risk, actions, training and MOC
    Corrective action and CAPADocumented by vendor

    Corrective actions can be assigned, tracked, notified, reported and closed with supporting history.

    Corrective-action management
    Field hazard assessments and control libraryDocumented by vendor

    FLHA, JSA and formal assessments can use a hazard library, guided controls and actions. Advertised controls and templates are starting content, not proof that all are deployed or validated.

    Field assessments and offline controls
    Training management and LMS LiteDocumented by vendor

    Role-based assignments, internal content, acknowledgements, certification tracking and reporting are described. Specialist-LMS breadth and SCORM availability must be checked against the deployed release.

    Training, competency and LMS scopeLMS Lite boundary
    Competency assessment and reassessmentDocumented by vendor

    Role standards, supervisor evaluations, worker progression and periodic reassessment are documented.

    Competency assessment and reassessment
    Contractor onboarding and enablementDepends on scope

    Contractors can provide documents, orientations and certifications and participate in selected safety workflows through Entra guest access. The vendor says structured risk-based contractor vetting is future roadmap.

    Contractor lifecycle, tenant data and roadmap boundary
    Tenant-based Dataverse and SharePoint recordsDepends on scope

    Structured contractor data is described as stored in customer Dataverse and approved documents in SharePoint. Confirm environment, capacity, DLP, backup, connector copies and exit responsibilities.

    Contractor lifecycle, tenant data and roadmap boundarySubscription, components and licence dependencies

    More capability notes

    3 additional areas. Status describes reviewed sources, not hands-on performance.

    ITRAK 365 pricing

    Custom quote

    Numeric subscription pricing is not publicly available in the reviewed official sources. The FAQ describes a monthly managed-service fee determined by platform plan and portal or mobile users. Power Platform licences are included only if bundled in the order form. Quote ITRAK roles and modules, Power Apps, Power Pages, Power BI, Dataverse and SharePoint capacity, Entra guest access, connector and Azure services, implementation, migration, training, support and renewal.

    Pricing sources checked : Selected sources checked; no starting price recorded. The subscription agreement makes Microsoft Power Platform licences conditional on bundling in the order form. Include ITRAK roles, Microsoft licences, storage, portals, connector services, implementation and support; confirm currency and commitment.

    Which product scope should the quote cover?

    Configurable Microsoft-based safety and operations platform spanning Safety Management, Contractor Management, Connected Operations, Training, Competency and LMS, and Disability Management solution areas. The purchased modules, configured processes, native mobile app, portal and Microsoft entitlements must be listed in the order form.

    Ask the vendor to identify the product, region, modules, billing unit, contract term and included services in writing.

    Offline work and integrations

    The native Forms Manager mobile app documents local storage and synchronization to Dataverse on reconnection, including field capture with camera and GPS. Do not assume every portal, dashboard, approval or integration works disconnected. Acceptance-test record conflicts, deletions, attachments, sign-offs, identity expiry and failed sync for each configured form.

    What we could not verify

    5 depend on scope

    Demo script

    Disconnected inspection to verified closure

    1. Dispatch a prefilled inspection to the native app and disconnect the device.
    2. Capture a finding, GPS position and photo, then create a competing edit from a connected account.
    3. Reconnect and verify conflict, attachment and audit handling in Dataverse.
    4. Assign a corrective action and verify its evidence and closure approval.

    Incident investigation and learning

    1. Report a representative incident or near miss and send role-specific alerts.
    2. Classify the event and complete the organisation's chosen root-cause workflow.
    3. Link relevant risks and corrective actions and obtain required approvals.
    4. Inspect the audit trail and reconcile source records with Power BI reporting.

    Contractor onboarding and roadmap boundary

    1. Invite a contractor using the proposed Entra guest-access model.
    2. Collect company and worker documents, orientation and training evidence, then trigger an expiry reminder.
    3. Allow limited incident, FLHA or corrective-action participation while proving internal records remain hidden.
    4. Ask the vendor to demonstrate current risk-based company vetting or record it explicitly as out of scope.

    Ask the vendor to show you

    1. List every ITRAK component, solution area and configured process included in the order form.
    2. Which Power Apps, Power Pages, Power BI, Dataverse, SharePoint, Entra and Azure entitlements are bundled rather than customer-supplied?
    3. Price portal, mobile, internal and external roles, capacity, connector usage, implementation and renewal separately.
    4. Demonstrate offline create, update, attachment and sign-off, simultaneous edits, failed sync, identity expiry and recovery for our exact forms.
    5. Which of the advertised templates and controls are included, production-ready or require configuration and validation?
    6. Is contractor vetting available now? Show current risk-based company approval rather than roadmap material.
    Use demo checklist

    Questions the sources answer

    Does ITRAK 365 support offline inspections?

    Its native mobile app documents offline storage and synchronization to Dataverse. Use a disconnected inspection and reconnection exercise to verify your configured form and attachments.

    Are Microsoft licences included with ITRAK 365?

    The subscription agreement says Power Platform licences may be bundled and refers buyers to the order form. Confirm entitlements for each internal, external and reporting role.

    Is the ITRAK portal the same as the mobile app?

    The platform describes them separately. The portal provides access for employees and external users, while the native app has documented offline storage. Validate the intended access route for each task.

    How does ITRAK support corrective actions?

    The CAPA offering covers creation, tracking and reporting of follow-up work. Demonstrate assignment, escalation and closure evidence with your process owners.

    Does ITRAK currently provide risk-based contractor vetting?

    The contractor page documents onboarding and operational enablement but identifies structured risk-based vetting as future roadmap. Do not score it as current unless demonstrated in the contracted release.

    Does ITRAK's LMS support SCORM?

    The training page describes SCORM compatibility as arriving in version 5.3. Confirm the deployed release and successful import, tracking and completion behavior before treating it as available.

    Are all advertised templates and controls ready to use?

    The field-assessment page advertises a large configurable library. Buyers should still select, configure, approve and acceptance-test the processes relevant to their organisation.

    Does all ITRAK data remain only in our Microsoft tenant?

    The contractor page describes Dataverse and SharePoint storage in the customer tenant. Verify connector processing, telemetry, support access, backups, logs, data location and any vendor-held copies contractually.

    Does ITRAK 365 make an organisation ISO compliant or certified?

    No. Configurable workflows and records can support a management system, but compliance and certification depend on the organisation's implemented controls, evidence and independent assessment.

    Sources

    15 sources, checked

    Compare with

    Drawn from the profiles behind the Alternatives list above: most category tags shared with ITRAK 365 first, then the closest overlap in documented capability names, then A to Z. Ratings, search demand and sponsorship are not used; rows are shown A to Z.

    • Origami Risk

      Shared category tags: 2 (EHS Management, Incident Management).

      Same: scope, offline, price and trial.

    • Quentic

      Shared category tags: 2 (Safety Management, Incident Management).

      Differs: scope QHSE Management (this profile: EHS Management).

      Same: offline, price and trial.

    • Safety Champion

      Shared category tags: 2 (EHS Management, Incident Management).

      Same: scope, offline, price and trial.

    All ITRAK 365 alternatives

    Reviews on qhsetech.com

    Reviews may be filed under other names

    Also recorded as ITRAK365. Older entries under a previous name may describe a different release or owner.

    Star ratings and review counts from the old catalog are not shown: no source for them was recorded.