6 Audit Management Features Every Safety Manager Needs

When we speak to safety managers about implementing audit management software, we often hear the same set of challenges:

• Manual, time-consuming audit processes
• Lack of standardization
• Limited visibility
• Delayed data syncing

These inefficiencies result in slow audits and raise concerns over compliance and safety standards across the organization.

In our experience, there are six key factors EHS managers should consider when choosing the best audit management software.

Table of Contents

• Centralized Audit Planning
• Better Workflows and Task Notifications
• Mobile Access and Real-Time Data
• Audit History and Documentation
• Customizable Audit Templates
• Reports and Dashboards
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The Key Benefits of Intelex EHS Audit Software

Below, you’ll see how you can reduce audit uncertainty, protect lives and minimize frustration with Intelex Audit Management Software.

Key Feature #1: Manage, organize and schedule audits across locations and departments

Manual audit processes aren’t just inefficient—they’re dangerous. When audits are slow and error-prone, critical safety issues can go unnoticed, putting workers’ lives at risk. Overlooking details can result in serious incidents that could have been prevented.

EHS management software simplifies the entire process by allowing you to schedule and organize audits in two ways. You can create ad hoc audits directly from the Audit Tab for quick responses or set up multi-location and multi-user audits using the Audit Scheduler for more comprehensive requirements. Either way, the platform ensures all important details—like location, type, scope, risk level, timeline and lead auditor assignments—are captured in advance.

When setting up an audit, you can select auditors from your library based on their qualifications and expertise, making sure the right people are assigned to the right tasks. You can also choose from your checklist library and attach the relevant checklists, ensuring everyone is aligned on what needs to be inspected. Reference materials can be added from document control or uploaded from a device, so the audit team has the information they need upfront.

As the team moves through the audit, tasks automatically update based on the current stage and due dates, and findings populate in real-time, allowing for quick corrective actions if issues arise. Notifications can be sent to team members at critical points, and they can add comments directly to the audit record, streamlining communication and making sure nothing slips through the cracks.

Notifications can be sent to team members at critical stages, keeping them informed and engaged. Team members can also add comments directly to the audit record, facilitating ongoing communication and ensuring that nothing is overlooked.

When the audit wraps up, it’s automatically reassigned to the lead auditor for final review and completion, cutting out the back-and-forth and making the entire workflow smoother.

For example, let’s say you’re a safety manager responsible for quarterly audits across multiple locations. With manual methods, you’d be piecing together schedules, chasing down updates from different teams and hoping nothing gets missed. Using the Audit Scheduler, you can set up a single audit plan for all locations, assign lead auditors to each site and define specific scopes and timelines. The software automatically notifies auditors about their tasks, and as they proceed, findings and corrective actions are logged in real-time. The software keeps everything on track by notifying auditors about their tasks and capturing findings in real-time. Once the audits are done, all the reports are ready for your review in one place, minimizing delays and improving safety outcomes.

For a deeper dive into how centralized audits can reduce frustration, check out our on-demand webinar.

Key Feature #2: Tailor audit processes to meet specific regulatory and organizational needs

Inconsistent audit processes can lead to discrepancies and compliance risks. EHS audit software tackles this issue head-on with its customizable audit templates, allowing you to design checklists tailored to your organization’s specific requirements, industry regulations, and risk factors.

With the ability to assign varying weights to different sections based on risk levels, you can prioritize critical areas and concentrate your audit efforts where they matter most. This ensures thorough examinations of high-risk domains, reducing the likelihood of oversight and enhancing compliance.

The platform supports a variety of response types—including single choice, multiple choice, text, date, and number inputs—making it easy to gather comprehensive data. Conditional logic can also be incorporated into your checklists, prompting auditors for additional information based on their responses, thereby enhancing the quality of the data collected.

Intelex’s EHS audit software not only standardizes your audit processes but also serves as a reliable recordkeeper, providing easy access to a complete history of previous audits. This feature allows you to quickly reference past results, identify trends, track compliance, and monitor the status of corrective actions.

Additionally, the Audit Trail feature tracks any changes made to audit-related documents, ensuring transparency and accountability. User permissions can be set to control access and edits, promoting better governance over your audit processes.

Key Feature #3: Conduct audits in the field with real-time access to critical data

Conducting field audits is often inefficient due to the absence of real-time data access, resulting in the need for later manual data entry and potential inaccuracies. Your audit management tool needs to have an easy-to-use mobile application with offline capabilities. This way, auditors can conduct audits from any location using their mobile devices.

Features like voice-to-text, image uploads with annotation, and data synchronization speed up the process. Real-time updates across all devices ensure that safety managers and audit teams have instant visibility of findings, allowing for quicker corrective action and better communication throughout the audit process. This means audits are completed efficiently—even when conducted remotely—and your organization is maintaining audit accuracy.

For example, consider a construction site safety manager overseeing audits across multiple job sites. With traditional methods, auditors would complete their checklists on paper and then manually input the data back at the office, leading to delays and potential inaccuracies. After adopting an audit management tool with a mobile app, auditors can conduct audits directly on-site, using voice-to-text for quick documentation and taking annotated photos of safety hazards. If an immediate concern arises, they can raise findings and initiate corrective actions right from their devices.

Key Feature #4: Share audit results with key stakeholders (with a level of detail relevant to them)

EHS audit software simplifies report generation by allowing you to easily select and customize data from within the system. You can choose from various visualization options, including lists, charts, tree maps, and matrices, giving you flexibility in how you present your findings.

With an intuitive drag-and-drop interface, you can organize information into columns and rows tailored to your specific needs, making complex data easy to understand and analyze. Enhance your reports further with interactive features like filters and drill-through options, and display them on dynamic dashboards that allow users to explore the data in greater detail.

These dashboards incorporate data visualization to effectively communicate key information to stakeholders both inside and outside your organization. For instance, you can monitor the progress of audits, highlight outstanding audit actions, or review findings by location, severity, and checklist.

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A comprehensive audit management tool streamlines your safety inspections, increases operational confidence, minimizes frustrations and, most importantly, protects lives.

By implementing audit management, your organization saves time, reduces error, responds more dynamically and maintains a consistent, high safety standard across all operations.

Want to learn how Intelex’s Audit Management Software could improve your audit process? Book time with one of our experts.