Name: HSE Master Track — Complete Master Guide
Uploaded: 2026-06-13
Duration: 1 min 59 s
Description: HSE MASTER TRACK. Complete Master Guide. PART 1. Tool Guide.

HSE MASTER TRACK. Complete Master Guide. PART 1. Tool Guide. 

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Version 6.14  |  ISO 45001 & ISO 14001  |  Real Screenshots Included

PART 1. Tool Guide. Everything you need to know about each tab — 8 tabs explained. 

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Everything you need to know about each tab — 8 tabs explained

PART 1. Tool Structure — 8 Tabs at a Glance. v6.14. 

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9-step quick start guide Refresh: Ctrl+Alt+F9

Config: dropdowns, branches 10M RCA framework

6 KPI cards + top findings Trend quarterly spikes

60-month matrix 2026–2030 Area × Month heat-map

Month-vs-month delta Red=worse, Green=better

TAB 1. Instructions — 9-Step Quick Start Guide. Read first. 

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Instructions — 9-Step Quick Start Guide

1 row per observation. Dropdowns for Type, Severity, Area, Status, Dept.

Observation Date + Completion Date. Row turns RED if overdue.

Primary = mandatory. Secondary = optional (only if 2 areas).

Open = not started | In Progress = underway | Closed = verified.

Auto-update. B3 = Year, E3 = Type Filter → all dashboards update.

▲ Up → fill G=Root Cause, H=Correction, I=Corrective Action, J–L.

🔴 RED = increase (worse) | 🟢 GREEN = decrease (better).

Obs/Near Miss→Unsafe Act/Cond | Audit→NC | Drill→Finding/Obs | Committee→Decision.

▲Up or Flat → RC cols OPEN. Select 10M Category → sub-cause auto-lists Arabic+EN.

⌨  Ctrl + Alt + F9 → Refresh all formulas after data entry

TAB 2. Track Entry — 14 Column Field Guide. 1 row per record. 

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Observations / Near Miss / HIPO / Drills / HSE Committee / Internal Audit / External Audit / Action Plan

Unsafe Act / Unsafe Condition / NC / Drill Finding / Drill Observation / Decision / Corrective Action

Target close → turns RED if passed & not Closed

→  NC (Nonconformity — ISO 45001/14001)

Completion Date passed  AND  Status ≠ Closed  →  Row turns RED automatically

✅  Data Complete % badge at top tracks mandatory field completion

TABS 4–8. Dashboards & RCA — Control Guide. Change B3 & E3 only. 

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Change → ALL dashboards switch to that year instantly

Type 'All' or specific type e.g. 'Near Miss' → filters all charts

▶  These 2 cells control ALL 4 dashboards simultaneously

MANUAL COLUMNS  G – L  (Fill when ▲ Up)

G  →  Root Cause — 10M Category + Sub-cause

I  →  Corrective Action — systemic (ISO 45001 Cl.10.2)

🔴 TRIGGER: Column E = ▲ Up OR — Flat → must fill G through L

PART 2. Video Prompt Scenes. 7 scenes mapped to Excel tabs — narrator scripts + on-screen actions. 

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7 scenes mapped to Excel tabs — narrator scripts + on-screen actions

OVERVIEW. Full 3-Minute Video Structure — 7 Scenes. 

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Full 3-Minute Video Structure — 7 Scenes

Give this file + the empty Excel file to your AI Video tool. It records Excel on screen while the narrator reads each script.

🟢  Recommended: HeyGen · Synthesia · Invideo AI · Runway  |  Upload PPTX + Empty Excel

SCENE 2. INSTRUCTIONS TAB. 0:15–0:40. 🖥 ON SCREEN — EXCEL: Tab 1 — Instructions. 

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🖥  ON SCREEN — EXCEL: Tab 1 — Instructions

Highlight Step 1 row — yellow callout: 'Fill 1 row per observation'

Highlight Step 2 — callout: 'Row turns RED if overdue'

Highlight Step 6 — callout: '▲ Up = fill RCA columns G–L'

Highlight Step 9 — callout: '10M Framework, Arabic auto-fills'

"Start here — the Instructions tab.
 Step 1: One row per observation. Step 2: Row turns RED if the completion date passes. Step 4: Status — Open, In Progress, or Closed. Step 6: When trend goes UP, fill RCA columns G to L. Step 9: Root Cause uses 10M Framework — Arabic fills automatically. Always press Ctrl+Alt+F9 after entry."

🎬  TRANSITION: Click Track Entry tab → camera glides to Tab 2

SCENE 3. TRACK ENTRY. 0:40–1:10. 🖥 ON SCREEN — EXCEL: Tab 2 — Track Entry. 

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🖥  ON SCREEN — EXCEL: Tab 2 — Track Entry

Show empty Track Entry tab — all 14 column headers visible

Highlight header row yellow one by one as narrator speaks

Open TYPE dropdown → all 8 options visible

Show Completion Date → row turns RED → label 'OVERDUE'

"Track Entry — one row per observation.
 Type: Observations, Near Miss, HIPO, Drills, HSE Committee, Internal or External Audit, or Action Plan.
 Fill date, description, severity — High, Medium, or Low — and the action required.
 Select the Responsible Department, Observation Type, and Primary Area of Focus.
 If the Completion Date passes and status is not Closed — the row turns red. Overdue. Press Ctrl+Alt+F9 after every entry."

🎬  TRANSITION: Click Chart Data Source → then Summary Dashboard

SCENE 5. DASHBOARDS. 1:25–1:55. 🖥 ON SCREEN — EXCEL: Tab 4 — Chart Data Source + Tab 5 — Summary Dashboard. 

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🖥  ON SCREEN — EXCEL: Tab 4 — Chart Data Source + Tab 5 — Summary Dashboard

Zoom to CELL B3 — glow yellow — type '2026'

Zoom to CELL E3 — glow yellow — type 'Near Miss'

Open Summary Dashboard — show 6 KPI cards

Zoom to TOP FINDINGS — #1, #2, #3 areas highlighted

Show TREND section — Q1/Q2/Q3/Q4 spikes

"All dashboards update automatically — no manual work needed.
 Go to Chart Data Source and change just two cells.
 Cell B3 — the Analysis Year. Every dashboard switches instantly.
 Cell E3 — the Type Filter. Type All to see everything, or a specific type like Near Miss.
 Then open the Summary Dashboard — six KPIs: Total, Open, In Progress, Overdue, High Severity Open, and Closed. Plus the top three areas that need attention."

🎬  TRANSITION: Click Trend-Based RCA tab → camera zooms to column E

SCENE 6. TREND-BASED RCA. 1:55–2:40. 🖥 ON SCREEN — EXCEL: Tab 7 — Trend-Based RCA. 

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🖥  ON SCREEN — EXCEL: Tab 7 — Trend-Based RCA

Show full RCA tab — all columns visible

Highlight cols A–F in BLUE glow — label: 'AUTO — Do not edit'

Zoom col E — show ▲ Up arrows in RED cells

Highlight cols G–L in ORANGE glow — label: 'MANUAL — Fill these'

Open col F RC1 Category dropdown: Man/Machine/Method/Material/Environment/Management/Measurement/Mindset/Communication/Change

Select 'Management' → col G sub-cause list updates in Arabic + English

Fill H=Correction, I=Corrective Action, J=Dept, K=Date, L=Status

"The Trend-Based RCA tab is where you investigate why observations increased.
 Columns A to F are calculated automatically — never edit them.
 Column E shows the trend. When you see the red UP arrow — that is your signal to act.
 Fill columns G through L:
 G — Root Cause: select from the 10M framework. Choose a category. The sub-cause list updates automatically in Arabic and English.
 H — Correction: the immediate fix applied now.
 I — Corrective Action: the systemic fix to prevent recurrence. This is what ISO 45001 Clause 10.2 requires.
 J — Responsible Department. K — Target Date. L — Status."

🎬  TRANSITION: Zoom out from Excel → fade to outro screen

PART 3. Real Screenshots. Actual captures from your Excel files — annotated and ready to use. 

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Actual captures from your Excel files — annotated and ready to use

SCREENSHOT A. Track Entry — All 14 Columns (4 views). 

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Cols A–E: S/N | Type | Obs Date | Description | Severity

Cols E–H: Severity | Action Required | Dept | Obs.Type

Cols I–K: Primary Area | Secondary Area | Completion Date

Cols K–N: Completion Date | Status | Comments | Evidence

SCREENSHOT B. Track Entry — Type Dropdown Open. Tab 2 — Empty file. 

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All 8 record types: Observations / Near Miss / HIPO / Drills / HSE Committee / Internal Audit / External Audit / Action Plan

SCREENSHOT E. Chart Data Source — Control Cells B3 & E3. 

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Chart Data Source — Control Cells B3 & E3

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B3 = Analysis Year (2026) | Dropdown visible

Full Chart Data Source: monthly breakdown + Area × Month matrix

SCREENSHOT D. Summary Dashboard — KPIs + Charts. Tab 5 — Full data file. 

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KPI cards + Key Messages + Trend table + Monthly count

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HSE Record Summary chart + Top Trend quarterly bar chart

SCREENSHOT F. Monthly Dashboard — Delta Trends. Full data + Monthly Area Analysis. 

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— Based R CA

Monthly Dashboard: ▲ Up (red) / ▼ Down (green) / — Flat (yellow) per area

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Monthly Area Analysis: trend direction per area of focus

SCREENSHOT G. Trend-Based RCA — Columns & 10M Dropdowns. 

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Trend-Based RCA — Columns & 10M Dropdowns

RCA tab: cols A–F (AUTO) + cols G–H (MANUAL RC1 Category visible)

RC1 Sub-cause dropdown (Management category): 8 sub-causes listed

Screenshot I — 5-Why chain (generated example)

SCREENSHOT H. Trend-Based RCA — Filled Data (Full file). 

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Trend-Based RCA — Filled Data (Full file)

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Jan–Feb 2026: ▲ Up (red) and ▼ Down (green) trend colours visible

Aug–Sep 2026: multiple months showing ▲ Up triggers for RCA

QUICK REFERENCE. ✏️ Enter Data. Track Entry 1 row per observation All 8 mandatory fields Ctrl+Alt+F9 to refresh. 

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Track Entry 1 row per observation All 8 mandatory fields Ctrl+Alt+F9 to refresh

Summary Dashboard 6 KPI cards Change B3=Year Change E3=Type

Monthly Dashboard Red = worsening Green = improving Delta column

Trend-Based RCA ▲ Up = trigger Fill cols G–L Use 10M framework

Update Status=Closed Verify action done Attach evidence Overdue clears auto

HSE Master Track  —  Observe · Track · Improve · ISO 45001 & 14001

HSE Master Track — Complete Master Guide

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