| Inspection and incident capture | Documented by vendor | The mobile app supports forms with photo and location evidence. Offline records are retained on the device for later synchronization; demonstrate incomplete uploads and corrections. Mobile capture and synchronization |
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| Action ownership and review history | Documented by vendor | The workflow engine describes owners, due dates, signatures, attachments and a timestamped history. Configure the reviewer decision and verify what happens when evidence is rejected. Workflow ownership and review history |
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| Assigned learning and completion records | Documented by vendor | Flex Training describes group/location assignments, customized lessons and completion tracking. A practical assessment or task authorization needs its own defined evidence and responsible reviewer. Flex Training and learning records |
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| Finding-to-training automation | Depends on scope | Workflow and training tools are documented separately. Demonstrate the actual trigger, affected worker group, duplicate prevention and handling of a later procedure revision; an automatic end-to-end link was not verified. Workflow ownership and review historyFlex Training and learning records |
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| Offline resources and language boundaries | Depends on scope | Mark resources for offline download. Automatic translation excludes offline forms, PDFs, videos and images; narration has a separate add-on condition. Review the actual content workers will receive. Resource preparation for offline accessMultilingual coverage and exclusions |
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| Integration and data portability | Depends on scope | The API page describes token-authenticated JSON/CSV exchange, including employee, training, inspection and form-response data. Confirm endpoint coverage, permissions, limits and error recovery for the proposed connection. API data exchange |
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| Disconnected approval and competence verification | Not verified | The reviewed documentation does not establish every approval, practical assessment or authorization step without connectivity. Test these independently from offline capture and course completion. |
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| Incident investigation and OSHA recordkeeping | Documented by vendor | Flex documents mobile injury, near-miss and property-damage reporting, notifications, root-cause investigation, assigned corrective actions and OSHA 300, 300A and 301 logs. A competent reviewer must still determine recordability and jurisdictional applicability. Incident investigation, alerts and OSHA recordkeepingConfigurable dashboards, filters and regulatory reports |
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| Configurable forms and submission routing | Documented by vendor | Administrators can build forms with required questions, conditional logic, attachments and templates, then route submissions into approvals, corrective actions and notifications. Demonstrate version control, permissions and rejected or partial submissions before replacing controlled forms. Custom compliance forms, conditional logic and routingWorkflow ownership and review history |
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| Operational dashboards and report drill-down | Documented by vendor | Reporting connects field submissions, findings and incidents to configurable dashboards with filters, drill-down and formatted exports. Confirm metric definitions, refresh timing, access controls and included reports. Configurable dashboards, filters and regulatory reports |
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| SDS library, field retrieval and secondary labels | Depends on scope | SDS Manager is described with a searchable library, distribution of updated sheets, mobile and offline retrieval, and GHS secondary-container label printing. Confirm quote inclusion, test synchronization on prepared offline devices and have competent reviewers validate translated safety information and labels. SDS library, offline retrieval and GHS labels |
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