Introducing the Records Management Module

What is the Records Management Module?

The Records Management Module establishes the Soter Analytics platform as a comprehensive safety and compliance system. This module provides a centralized and extensible system for storing, managing, and tracking a wide range of records, such as safety incidents, safety observations,  hazard reports, contractor registries, inspections, custom record types and others.

 

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What value does this new module bring to our organization?

The module is designed to deliver significant value by focusing on four key areas:

• Unified Compliance: It offers a single, auditable system to meet diverse regulatory record-keeping requirements, simplifying audits and enhancing confidence.

• Streamlined Efficiency: It seamlessly integrates with platform workflows to eliminate duplicate data entry and reduce the administrative burden on safety teams.

• Actionable Intelligence: It creates a structured data foundation for future AI-powered analysis, enabling proactive risk management and data-driven decision-making.

• Unmatched Flexibility: It provides the ability to create custom record types with user-defined fields, allowing the platform to adapt to specific industry and company needs.

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For whom is this module?

The primary users of the module include a range of roles within your organization, each with distinct needs and permissions:

• Safety Managers and Coordinators: Responsible for configuring record types, managing records, and overseeing action completion.

• Operations Managers: Utilize the system to track incidents and hazards, and to ensure operational risks are addressed.

• Compliance Officers: Rely on the system for audit purposes, exporting data, and reviewing activity logs.

• Field Workers and General Staff: Create records (e.g., hazard reports) and are assigned to complete corrective actions.

• Read-Only Stakeholders (e.g., Executives, Auditors): View records and reports to monitor safety performance and compliance.

• External Users (e.g., Contractors): Granted limited access specifically to complete assigned actions.