4 Key EHS Audit Software Features Every Safety Manager Needs

October 14, 2024

Intelex software of an audit report merge template

Safety managers understand that meeting compliance requirements is important to prevent financial, operational, and reputational risks. This is why EHS audit software is important. It makes the complex task of compliance easier and more efficient.

You may be managing safety audits for multiple locations or you might be completing a daily compliance checklist. Either way, not having a central platform to manage your EHS processes can lead to problem like:

  • Manual, labor-intensive audit processes that devour your time and leave you buried in paperwork.
  • Lack of standardization across audits which leads to discrepancies and potential compliance issues. 
  • Lack of mobile and offline capabilities hinders task completion, prevents capturing field findings and compromises safety record accuracy.
  • Limited visibility into audit results impedes tracking performance trends, gaining insights and making timely decisions.

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

In our experience, there are four key features safety managers should consider when choosing the best EHS audit software.

If you’re looking for an easier way to schedule and manage audits, tailor workflows to fit your needs and have better reporting data to share with stakeholders, let’s chat! Book time to see how Intelex’s Audit Management Software can make your audit process simpler and more effective.

Table of Contents

Intelex EHS Audit Software

Intelex EHS Audit Software lets you schedule and track audits easily. You can collect data and create reports for any internal or external audits you need.

Learn how you can reduce audit uncertainty, protect lives and minimize frustration with Intelex.

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. Overlooking details can result in serious incidents that could have been prevented.

Scheduling Audits

EHS management software simplifies the entire process by allowing you to schedule and organize audits in two ways.

  1. One-Off Audit: You can create one-off audits directly from the Audit Tab for quick responses.
  2. Reoccurring Audits: You can organize audits for different locations and users using Audit Scheduler.

Either way, the platform records all important details in advance. This includes the location, type, risk level, timeline and lead auditor assignments. You can share these details via web or mobile devices.

Example of Intelex Audit Scheduler dashboard

Audit Libraries

Assign auditors from your library according to their skills and experience. This will help make sure the right people are paired with the right tasks.

You can also choose the appropriate checklists from your library to ensure every knows what needs to be inspected. Reference materials can be added from document control or uploaded from a device, giving the audit team the information they need upfront.

Intelex Audit Management dashboard with workflows

Task Stages

As the team progresses through the audit, tasks automatically adjust according to the current stage and due dates. Findings appear in real-time, enabling swift corrective actions if issues arise.

You can send notifications to team members and they can directly comment on the audit record to speed up communication.

Once the audit concludes, it’s automatically reassigned to the lead auditor for final review and completion.

Example of the Audit workflow dashboard on Intelex software

Practical 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.

Intelex software dashboard of audit records

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 addresses this issue with customizable audit templates. You can create checklists that fit your organization’s unique needs, industry rules, and risk factors.

Weighting

You can give different importance to sections based on their risk levels. This reduces the chance of oversight and improves compliance by helping you focus on the most important areas and direct your audit efforts where they are needed the most.

Intelex software dashboard of how to customize audit templates

Flexible Input Options

The platform provides different types of responses, such as single choice, multiple choice, text, date, and number inputs. This makes it easy to gather comprehensive data.

You can also add conditional logic to your checklists. By including this, auditors share more details based on their findings, which ultimately enhances the quality of the data you collect.

Intelex software dashboard of how to management to audit checklists

Audit History

We’ve showcased how Intelex’s EHS audit software standardizes your audit processes. It also serves as a reliable record keeper, providing easy access to a complete history of previous audits.

This feature lets you look up past results easily. You can spot trends, check compliance and see how corrective actions are going.

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.

Intelex dashboard of audit trail

Practical Example

Imagine you lead audits at a manufacturing facility.

Without EHS audit software, your auditing process relies on spreadsheets.

Spreadsheets gets the job done, but it means you’re scheduling dates in your calendar and scrambling to compile findings and record corrective actions. It’s a lot of manual work to keep everything on track.

With Intelex’s EHS audit software, you can:

  • Create tailored audit templates that reflect your organization’s specific regulations and risks
  • Prioritize high-risk areas and collect comprehensive data through customizable response types
  • Enhance accountability by tracking all changes and providing easy access to past audits
  • Ensure a streamlined process where findings are logged in real-time and all reports are organized in one place.

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

Field audits can be inefficient due to a lack of real-time data. This often forces workers to rely on manual data entry, which can result in mistakes.

Your EHS audit software needs an easy-to-use mobile app with offline capabilities. This allows auditors to conduct audits from any location using their mobile devices.

Intelex's Mobile Platform for Audit Management Software

Mobile Capability

Features like voice-to-text, image uploads with annotation, and data synchronization speed up the process.

Real-time updates on all devices give safety managers and audit teams immediate access to findings.

This allows for faster corrective actions and enhances communication during the audit process.

Practical 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 later that day at the office.

After adopting EHS audit software with a mobile app, auditors can conduct audits directly on-site. They can use voice-to-text for quick documentation and take annotated photos of safety hazards.

If an immediate concern comes up, they can log findings and initiate corrective actions directly 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. There are several visualization options to choose from to five you flexibility in presenting your findings.

The drag-and-drop interface lets you arrange information to meet your needs. This makes it easy to understand and analyze otherwise complex data.

Dynamic Dashboards

You can include filters to make your dashboards more interactive. This helps users look at data in detail and find exactly what they need.

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.

Intelex software dashboard of compliance audits

Practical Example

Imagine you’re responsible for reporting audit results to your leadership team.

In the past, you needed to gather reports from different places. You would then create charts by hand and adjust metrics for each executive. This process was tiring and took up a lot of your time.

With Intelex’s EHS audit software, you can create customized reports for each leader that update in real time as new data comes in.

You not only save time but also enhance communication, as stakeholders can easily access and explore dynamic dashboards tailored to their specific interests, ensuring everyone is aligned and informed.

Learn more about Intelex’s EHS audit software

Do you want to improve your EHS audit process? Start by evaluating your current practices and identify the challenges you’re facing.

When you’re ready to see how EHS audit software can specifically address these challenges, our team is here to help.

Book a call with our team to explore how Intelex can eliminate your audit frustrations and transform your compliance efforts into a confident, streamlined process that enhances safety and operational excellence.