Compliance Management System

1
Compliance Management System
2
Agenda

• Intelex System Overview
• Focus Modules
• Permits Management
• Monitoring Measurement
• Training Management
• Document Control
• Reporting
• Task Management / Ease of Use
• Implementation / Support
• Questions / Discussion

3
About Intelex

• Provide environmental, quality and health
  safety management software solutions
• Intelex was established in 1992 and is based in
  Toronto, Canada
• Over 500 customers (gt100,000 users )
• Solution enables
• Proactive management
• Continual improvement
• Ongoing compliance
• Streamline ISO initiatives

"We chose Intelex because we believe software
should adapt to the company, rather than the
company adapting to the software. Gary
Smith, Air Liquide
4
Intelex Municipalities
5
Structured Per ISO 14001

• ISO 14001
• 4.1 General Requirements
• 4.2 Environmental Policy
• 4.3.1 Environmental Aspects
• 4.3.2 Legal and other requirements
• 4.3.3 Objectives and Targets
• 4.3.4 Environmental Management Programs
• 4.4.1 Structure and responsibility
• 4.4.2 Training, awareness and competence
• 4.4.3 Communication
• 4.4.4 Environmental management system
  documentation
• 4.4.5 Document control
• 4.4.6 Operational control
• 4.4.7 Emergency preparedness and response
• 4.5 Checking and corrective action
• 4.5.1 Monitoring and measurement
• 4.5.2 Nonconformance and corrective and
  preventive actions
• 4.5.3 Records

• Intelex EMS Modules
• Environmental Policy Module
• Environmental Aspects and Impacts Module
• Legal and Other Requirements Management
• Environmental Objectives Targets EMPs
• Document Control Management Module
• Training Management Module
• Internal External Communications Module
• Audits Management Module
• Nonconformances, Corrective / Preventive Actions
  
• Permits and Related Activities Module
• Maintenance, Measurement Monitoring Module
• Emergency Response Module
• Operational Control Module
• Environmental Incident Reporting
• Records Management Module
• Environmental Records Module
• Management Review Tracking Module

6
(No Transcript)
7
Site Map
Site Map provides a high level status overview of
all the modules and data being tracked.
8
Tasks Summary
Task summary page filtered by user to quickly see
what has to be completed.
9
Dashboard
Dashboard to show real time status of any key
metrics that you want to see.
10
Permits Management
11
Permits Management
Home Page displays all key information about that
particular module.
12
Permits Management
Track any type of permit.
13
Permits Lists - Filtered
Easily search/sort/filter on any of the data
fields.
14
Permit Details
Setup permit details, applicable dates and assign
to a person responsible.
15
Permits Details
Attach a scanned copy of the permit or any
additional documents/files.
16
Permit Details
17
Permit Details
Assign permit activities (can be setup on a
recurring frequency basis).
18
Permits Activity List
List screen for all permit tasks to provide high
level visibility.
19
Task Appears on My Tasks
20
Email Notification of Task
Email notifications are automatically sent out to
remind person responsible.
21
Maintenance, Measurement Monitoring
22
Monitoring Measurement List
Setup and define any type of task.
23
Monitoring List - Filtered
24
Monitoring Measurement Details
Assign monitoring task on a frequency basis.
25
Monitoring Measurement Details
26
Monitoring Measurement Details
27
My Tasks Menu
28
Equipment List
29
Equipment List - Filtered
30
Equipment Details
Look at it from the perspective of the equipment
to see what tasks are related to the equipment.
31
Training Management
32
Toolbar
33
Training Course Inventory List
Track any type of training requirements which can
also be scheduled on a frequency basis.
34
Training Course List - Filtered
35
Training Course Details
36
Training Course Details
37
Training Course Details
38
Assign Employees
Assign training by employee or by group.
39
Assign Employees
Email notifications sent to employees scheduled.
40
Training Status List - Filtered
Track the training status for all employees to
easily see who needs what training and when.
41
Training Sign In Sheet
42
Training History
Completed training records will be archived in
the History tab along with any associated
documents.
43
Document Control
44
Centralized Document Control
Document Control module is the central repository
for all documents policies, procedures, work
instructions, etc.
45
Centralized Document Control
Upload and file type.
46
Full Text Search
Full text search within documents to easily find
specific documents and/or information.
47
Change Requests
Track document change requests, revisions,
approvals, reviews and distribution lists.
48
Run reports to see who has accessed documents.
49
Reporting
50
Reporting tools to provide various options to
report, trend and analyze any data in the system.
51
Configurable Reports
52
Configurable Reports
All HTML reports are click-able to enable more
granular details
Matrix Report
53
With configurable reports, user can define what
data to display, groupings, filters and
highlights.
54
(No Transcript)
55
(No Transcript)
56
(No Transcript)
57
(No Transcript)
58
(No Transcript)
59
Merge Templates
60
Link data from Intelex into a report created
using MS Word.
61
Dashboard
62
Performance Dashboard
With Dashboards, user can define what data,
format and layout of the data in the dashboard.
63
Performance Dashboard
Multiple dashboards can be created.
64
Performance Dashboard
65
Performance Dashboard
66

• Questions / Discussion
• Jason.Fitzpatrick_at_intelex.com
• 416.599.6009 x302