Schedule reports to automatically email you or your team including recent reports, training status, inspection status, participation, follow-ups, and more.
You can always login to KPA EHS & run detailed status reports throughout the system, but sometimes you want that information to come to you. With scheduled reports, you can setup daily, weekly, monthly, or even annual reports that automatically get emailed to you or your team.
Scheduling a report is a lot like setting up a recurring calendar event. First you choose the time of day and how often it should repeat, then you choose other settings like the day of the week or day of the month. You can also setup reports for all weekdays, etc. Finally you can select an optional end-date so that the scheduled reports automatically stop by themselves.
Now you decide what type of information you want to include in your email. You can attach up to 5 items to any given email - but beware that most mail clients will block message above a certain size (10MB is pretty common). Reports that you can schedule include:
Now you choose which employees will receive the scheduled report. Filter by name, job title, location, project, role, and more. You can also add an additional message to the email plus choose how the report is formatted (e.g. Excel or PDF).
For existing schedule reports, you can review the message history to see when the last scheduled report was sent, who it sent to, and when the next one will send.
Check out the Control Panel Overview or learn about specific features:
Search and manage employees and view team member profiles including open tasks, training, recent reports, and more
Create your own roles and define choose from over 100 permissions for each role type
Schedule daily/weekly/monthly email reports to be sent to you and your team including recent reports, pending follow-ups, training status, inspection status, and more
Load large amounts of data through spreadsheets including employee profiles, training history, assets, inspection history, and more
The free KPA EHS API offers your IT group programmatic access to KPA EHS data
Change KPA EHS's default wording to match your preferences. For example, you may prefer 'Project' instead of 'Field Office'
See which employees have an upcoming hire date anniversary
Setup custom fields, default timezones, default message settings, and configure the welcome email
Give other companies limited access to view your employees and/or asset inspection status
Create and update lists of information used in forms - such as well-sites, rigs, projects, etc
Setup automatic evaluation schedules for new-hire employees
Research changes to your data throughout the KPA EHS application including change agent, date, and what was changed
Build forms for your team to fill out including photos, signatures, and more
Setup your training requirements and let the system assign tasks and track status
Send out acknowledgment tasks for your team members to sign off on
Schedule and assign asset inspections to your team
Watch this quick overview of the KPA EHS system.
Watch this walk-through of the KPA EHS system.