Information and Documentation

Fluid management of templates and technical documents through a centralized archive. Versioning and sharing tools to ensure the availability of files that are always up-to-date and ready for inspections.

Screenshot of the document archiving functionality
Consistent and Ready-to-Use Documents
Templates and editors allow you to produce standardized and printable documents, reducing errors in form and content.
Reliable Reporting
Report editors and customizable templates ensure comparable outputs for inspections, audits, and management decisions.
Archive and Traceability
Document archive with unlimited capacity, versioning, and history tracking ensures complete and reconstructible evidence over time.
Contextual and Accessible Information
Automatic association of documents with professional contexts and sharing via App/Agenda to bring information directly to the operator.

Operational sequence

The Information and Documentation process provides a controlled flow to create, associate, and distribute HSE documentation. Customizable templates, report editors, and an integrated text editor standardize content and format; the unlimited archive with versioning and the ability to link every attachment to digital certificates, workers, and professional contexts transform files into structured evidence, ready for DVR, scheduler, and audits. Sharing via App/Agenda ensures that the information reaching the operator is contextual and usable on the move.

  1. Document Creation and Standardization

    • Choose and customize templates created specifically for every context: training and fitness certificates, PPE delivery reports, maintenance checklists and reports, lists, personal data records, operational documents, and much more.
    • Draft documents with the integrated rich text editor (WYSIWYG) that supports formatting, tables, and attachments.
    • Use the report editor to combine extracted data (resource lists, schedules, actions) into structured, reusable reports.
    • Prepare export/print in standard formats (.pdf, .docx, .html, .csv) for distribution and storage.
  2. Association and Contextualization

    • Associate each document with professional contexts (job role, work phase, homogeneous group) to make the documentation traceable from the operational context, even remotely thanks to the App.
    • Link documents to resources, certificates, and preventive actions so that the DVR and scheduler reflect official documentation.
    • Use approval workflows to manage escalations and maintain audit-proof governance.
  3. Archiving, Sharing, and Governance

    • Archive in repositories with unlimited capacity and a customizable file system.
    • Schedule distribution and sharing via App and make operating instructions available to the operator.
    • Monitor logs, generate usage reports, and prepare outputs for audits: evidence extraction and tracking are immediate.
  4. Verifiable and Accessible Archive

    At the end of the process, you will have an organized document archive, with documentation available, verifiable, and accessible even on the move to support communication, execution, and control.
    Additionally, the archiving of evidence transforms every element into a verifiable unit for governance and audits.
    In short: order and standardization reduce variability, increase the reliability of preventive actions, and make the system scalable and defensible during inspections.

Key Features

Systems for document standardization, secure cloud archiving, and contextual distribution of operational information.

Print Documents

Automatic generation of customized documents such as DVR, certificates, and reports based on real data.

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Document Archiving

Organization of files in secure hierarchical structures with advanced permissions and centralized cloud access.

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Company Procedures

Management and archiving of operating instructions with revision control and direct links to risks, work phases, and job roles.

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Work Phases

Organization of activities into logical blocks to correctly associate documentation and security measures with operational processes.

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Customizable Notifications

Definition of rules for automatically sending alerts to the correct recipients based on events or deadlines.

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Data Export

Extraction of records, documents, and deadlines in standard formats to facilitate external sharing and evidence backup.

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