PptxGenJS Presentation

[Audio] Welcome to HSE Master Track. This video walks you through exactly how to use the tool — from entering your first observation, to reading the dashboards, to completing a root cause analysis..

[Audio] Open the Track Entry tab. This is the only tab where you type anything. Fill one row for each observation, near miss, or audit finding. The tool has 14 columns. Eight are mandatory. Use the dropdown menus for Type, Severity, Status, and Area of Focus. For Description, Action Required, and Comments, type freely. When done, press Control Alt F9 to refresh..

[Audio] When you click the Type cell, a dropdown appears with all record types. Observations, Near Miss, and HIPO use Unsafe Act or Unsafe Condition as the Observation Type. Drills use Drill Finding or Drill Observation. HSE Committee records use Decision. Audit findings use NC — Nonconformity. And accident investigation action plans use Corrective Action..

[Audio] Every record needs two key fields. First, Severity — High means immediate action, Medium means action within the target date, Low means monitor and plan. Second, Status — Open means nothing has been done yet, In Progress means someone is working on it, Closed means the action is completed and verified. The overdue rule is automatic. If the target date passes and the status is not Closed, the entire row turns red. No manual action needed — the tool does it for you..

[Audio] Let us walk through a complete example. A worker is seen not wearing a hard hat. Field one: Type is Observations. Field two: enter today's date. Field three: describe exactly what you saw — Worker not wearing hard hat in construction zone. Field four: Severity is H — High, because this is an immediate safety risk. Field five: Action Required — issue PPE immediately and conduct a toolbox talk. Field six: select the responsible department. Field seven: Observation Type is Unsafe Act. Field eight: Primary Area is PPE. Then set the Target Date and Status, press Control Alt F9, and the record is complete..

[Audio] The dashboards are completely automatic. You never enter anything in them. There are four dashboard tabs. Chart Data Source is the control panel — change cell B3 to switch the year, and cell E3 to filter by record type. Summary Dashboard shows six key numbers. Monthly Analysis shows a full five-year matrix. Monthly Dashboard compares this month against last month. All four update the moment you refresh Track Entry..

[Audio] The Summary Dashboard gives you six numbers that tell the whole story. Total Records is everything logged this year. Open is how many actions are waiting. In Progress is how many are being worked on. Overdue is the critical one — these are actions past their target date and still not closed. High Severity Open shows high-risk items not yet resolved. And Closed shows what has been completed. To change the year, go to Chart Data Source and update cell B3..

[Audio] The Monthly Dashboard shows every area of focus and compares this month against last month. The Delta column is the key. A red up arrow means more observations this month compared to last — something is getting worse and needs investigation. A green down arrow means fewer observations — that is improvement. No change means the numbers are the same — check that you are not under-reporting. Use this dashboard every month to decide where to focus your attention..

[Audio] The Trend-Based RCA tab has two sections. Columns A to F are automatic — the tool calculates the trend for you. Column E is the most important — it shows whether observations went Up, Down, or stayed Flat. When column E shows an Up arrow, that is your trigger. The RC Status in column F turns Open, and you must fill columns G to L. G is the Root Cause — choose from the 10M framework: Man, Machine, Method, Material, Environment, Management, Measurement, Mindset, Communication, or Change. H is the Correction — what you did immediately to fix the problem. I is the Corrective Action — the deeper systemic change to prevent it happening again. J is the department responsible. K is the target date. L is the status, which you update as work progresses..

[Audio] The complete workflow is five steps. Step one: Enter. Go to Track Entry and log every observation. Fill all eight mandatory fields and press Control Alt F9. Step two: Monitor. Open the Summary Dashboard and check your six KPIs. Look for overdue and high-severity items. Step three: Spot Trends. Open the Monthly Dashboard and look at the Delta column. Red means investigate. Step four: Investigate. When you see an Up arrow in the Trend RCA tab, fill columns G to L — Root Cause, Correction, Corrective Action, Responsible Department, Target Date, and Status. Step five: Close. Once the action is done and verified, go back to Track Entry and update the Status to Closed. The overdue flag clears automatically. That is the complete cycle — Observe, Track, Improve..