| Incident capture and investigation | Documented by vendor | Log and categorise incidents, attach evidence, assign investigation ownership and link corrective plans to activities and risks. Confirm the incident taxonomy and mandatory fields during configuration. Incident management module |
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| Incident metrics and analytics | Documented by vendor | Lost-time analysis, audit trails, notifications, dashboards, heat maps and configurable reports are described for the Incident Management module. Validate required statutory calculations and export formats. Incident management module |
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| Audit planning and findings | Documented by vendor | Plan periodic audits with Gantt views, delegate checklists, capture findings and track assigned remediation to resolution across sites. Audit management module |
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| Risk assessment and planning | Documented by vendor | Maintain site-specific hazard and risk registers, schedule assessments, document controls and assess workplace hazards and environmental aspects. Confirm the scoring matrix and approval method against internal policy. Risk management module |
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| Corrective and preventive actions | Documented by vendor | Assign CAPAs with owners, deadlines, notifications, escalations and progress tracking across incident, audit, risk and compliance workflows; exact cross-module behaviour depends on the selected bundle. EHS SmartStart overview and module boundariesRisk management moduleAudit management module |
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| Compliance obligations, inspections and permits | Documented by vendor | Allocate regulations to sites, maintain control repositories, schedule recurring inspections, manage permits and place obligations on compliance calendars. Confirm which regulatory feeds and jurisdictions are contracted. Compliance management module |
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| Checklist generation and compliance analytics | Documented by vendor | Generate site-specific audit checklists from applicability analysis and review compliance via dashboards, reports and geographic visualisation. Validate the source content and mapping rules in a pilot jurisdiction. Compliance management module |
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| Management of change | Documented by vendor | Submit chemical, structural or process changes; assess safety and environmental impacts; and route reviews, investigations and sign-offs before implementation. Management of change module |
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| Legal registers and EHS content | Depends on scope | Predefined legal registers, audit checklists and compliance plans are offered through a Convergence Consulting partnership, with stated coverage of more than 50 countries. Treat content, jurisdictions, update cadence and consultancy as separately scoped until quoted. EHS legal content and registersEHS SmartStart overview and module boundaries |
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| Multi-language and locale support | Depends on scope | The platform describes user-selectable interface localisation, multilingual content, Unicode, locale-aware formats and local template variants. Confirm the exact shipped languages, customer translation responsibilities and regulatory-content languages. Global and multi-language support |
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| Hosting, SSO and data residency | Depends on scope | Optial describes SaaS on Azure, client data-centre and client private-cloud deployments, plus SAML SSO and contractually fixed primary/DR locations. Operations, patching, backup and DR responsibility changes by model and must be written into the contract. Hosting, identity and deployment choices |
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| Configuration, import and offline access | Depends on scope | Front-end configuration, third-party data import and offline laptop/tablet access are described at overview level. Demonstrate the exact offline-enabled tasks, sync/conflict handling, integration interfaces and upgrade treatment of configurations. EHS SmartStart overview and module boundariesEHS software, offline access and commercial modelEHS management system and configuration |
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