Multiple views offered within OpsPal

OpsPal offers a holistic view of your business. Have a look below to find out more about the benefits of these views, which enable you to focus on a specific area with just a click.

Number of people who have logged in today
Risk assessment & procedures overview of those In Date (Green), Review Soon (Amber) or Review Overdue (Red)
Task status for today (now) including Completed (Grey), Available (Green) Started (Amber) Overdue & Note Started (Red)
Site activity breakdown: List of what activity is required per site
Organisation documents: Single repository for holding corporate-wide documents, e.g. insurance, certifications, service contracts

Tasks completed today overview, including last completed by whom and when
Live team activity task tiles, displaying what needs completed, what's overdue or missed and any problems requiring action
A status breakdown for risk assessments, procedures, and tasks
Pinned Information: For quick access to frequently used documents

User view

The User view is the personalised activity view for every OpsPal user when they login. Providing a summary record of when they logged in, their read and understood ratings across Risk Assessments and Procedures apps, and the task completion activity in the last seven days. Their current training records are listed with 90-day advance expiry reminders for courses that require renewal, and their certificates can be viewed and downloaded.
An OpsPal To-Do's area provides a dynamic listing of the activities that the user requires to complete and interactively guides the user to each task and, upon completion, returns them to the next activity on their to-do list. New staff inductions are easily delivered by assigning mandatory information to the user from day one, recording their activity progress, ready for their check-in with a manager.

The information available in this view:

A tailored user listing of every activity required to be completed by the user, including activities for other sites and the teams they are part of
If the user is an Owner with responsibility for reviewing risk assessments or procedures, a 30-day advance notice review reminder will appear for the user in their to-do list
Problems and further actions assigned to the user will be listed so that nothing gets or missed or forgotten
User weekly task completion summary view
Progress dashboards reflecting user completion of assigned information as part of job induction
Training course summary with handy 90-day advance reminders to ensure user remains compliant with mandatory training
Managers can access user profile information to support staff feedback and one-to-one sessions.

Last 7 days or Last 30 days activity overview email automatically sent to managers providing summary of where to focus action next
A weekly "To do" reminder email to users on a Monday morning that have outstanding to-do tasks to complete
Immediate emails to users that are assigned risk assessment further action tasks and problem action required tasks

Risk assessment status
Percentage of risk assessments understood across all departments for the site
Individual user profile per risk assessment, identifying who still requires reading and who has already read and understood
Risk action plan, with individually assigned further actions for users
Detailed activity report logs that can be filtered by date, risk assessment(s), action type(s) and user(s)

Procedures App

The Procedures app includes every organisational document, from policies to standards, encompassing every piece of information that an employee needs for their job role. Procedures can be searched using key words and sorted by field headings of title, category, review date, and owner. One click to edit and update a procedure before allocating it to teams and individual users. Supports staff during and after their inductions, as all information they need is instantly accessible wherever and whenever they need it.
The information available in this app:

Procedure status overview of reviews due
Site percentage breakdown of procedures read and understood by departmental teams
Individual user breakdown per procedure: who has read, who needs to read and those not required
Detailed activity report logs that can be filtered by date, procedure(s), action type(s) and user(s)

Task App

Staff use the Task app to identify exactly what jobs require to be completed by teams on a daily basis. Keeping on top of your operations is made simple with an intuitive real-time user interface designed to help you provide the best service possible to your customers.

Tasks can be any job or check to be performed by any team role or specific individual user, e.g., opening and closing checks, fire point testing, preventative maintenance. Tasks tiles are framed in grey as not yet due, green as available to start, amber as started, and red if overdue or missed, helping managers to focus their attention to where it is needed most.

Live task status: Completed and not yet due (Grey), Available to do (Green), Started (Amber), Overdue & Not Started (Red)
Task overview: when and who last completed task, when task is next due and if any problems allocated against task
Filter task tiles dashboard by task type(s), group(s), team(s), or user(s) .
Missed tasks report log instantly identifies what tasks have been missed, allowing for corrective action
Full user activity report logs, filtered by date, task types, group(s), task name(s), team(s) and user(s)
Convert one-off task into regular task in one click

Training Matrix

The Training Matrix collates all staff training records across all courses into one easy-to-access area. Training course completion progress is visible per course, informing managers of who still needs to complete a course. For each training course, more detailed information is available, including the list of staff users assigned to the course, their completion status, certification (optional), and expiry status (optional). With 90-day advance expiry reminders, helping staff to stay compliant with mandatory training. All training information is live and dynamically links to their user profile area.

Summary overview for each Group and training course listed with percentage completion progress icon
Detailed information per training course displaying who has been assigned training, their completion status, certification, and expiry date
Generate a live training matrix, selecting team(s) and training course(s) with the option to include other teams from other sites (if multiple site setup).

Complete at a glance view of site and team activity; helping to focus next actions
Enables tasks to be managed through to completion; nothing gets lost or forgotten about
Problems grouped into distinct areas: Problems requiring action, Problems working on, Problems on hold
Missed last 7 days are those tasks that have been missed; providing operational learning to understand why tasks are being missed and make adjustments to resolve going forward

Each app logs by date and time every action undertaken by users
Pin point changes in documents easily with different colours; red when information is deleted and green when information is added
Log information can be filtered to collate all user activity in OpsPal to support staff one-to-one meetings.
Full historical trail of actions for problem recording, from initiation through to completion
Real-life examples of how OpsPal can produce the data your business needs when facing different challenges