--- title: "Preventive Plan Creation" url: "https://www.4hse.com/processes/preventive-actions" description: "Manage roles, compliance, and preventive actions with dynamic governance: controls, reporting, and traceable improvement cycles over time." --- # Preventive Plan Creation Compliance and consistency guaranteed over time with total simplicity ![Screenshot of the preventive plan of a work phase](/_astro/preventive-actions.NbkNX_mG_1uvI9g.webp) Defined Roles and Responsibilities HSE organization chart, clear appointments and assignments for operational and control responsibilities; tracking of delegations and appointments. Compliance and Reporting Continuous checks on the status of regulatory requirements and executive reports to demonstrate compliance with current legislation. Integrated Preventive Plan Modular plan that coordinates training, PPE, maintenance, health surveillance, and operating procedures with deadlines and responsibilities. Automatic Checks and Improvement Automatic verifications, proactive suggestions, and audits that guarantee consistency, corrective actions, and continuous system improvement. ## The operational sequence With 4HSE, the company has a system to manage roles, compliance, and preventive actions with dynamic governance based on controls, reporting, and traceable improvement cycles. The platform centralizes rules, appointments, and procedures, integrates automatic checks, and allows transforming regulatory obligations into a traceable and verifiable operational plan, linked to risk assessment and the scheduler. The tools support project configurations, resource integration, and mobile access to ensure operational governance and accountability. 1. ### Define HSE Organization Chart, Roles and Skills - Map the HSE organization chart with official appointments and relevant validity dates. - Associate skills and eligibility with roles to automate assignments and compliance checks. - Configure permissions and responsibilities in the system to ensure an audit trail of decisions. - Map the HSE organization chart with official appointments and relevant validity dates. - Associate skills and eligibility with roles to automate assignments and compliance checks. - Configure permissions and responsibilities in the system to ensure an audit trail of decisions. 2. ### Creation and Integration of the Preventive Plan - Define the set of preventive actions: Education and training, PPE, Maintenance, Procedures (regulatory requirements, compliance criteria, and company policies), Health surveillance. - Parameterize actions with responsibilities (HSE roles, users, people), duration of validity, and other information to structure the workflow. - Map actions by associating them with job roles, groups, or processes to generate automatic controls, or link individual resources to manage any exceptions. - Define the set of preventive actions: Education and training, PPE, Maintenance, Procedures (regulatory requirements, compliance criteria, and company policies), Health surveillance. - Parameterize actions with responsibilities (HSE roles, users, people), duration of validity, and other information to structure the workflow. - Map actions by associating them with job roles, groups, or processes to generate automatic controls, or link individual resources to manage any exceptions. 3. ### Operational Assignment, Execution and Scheduler - Assign preventive actions to workers based on the professional context (job role, group, work phase). - Automatically populate the scheduler with actions and validity status. - Plan renewals and register certificates using quick buttons, add files and attachments (certificates, qualifications, appointments), or print documents. - Activate notifications and reminders for managers and workers. - Assign preventive actions to workers based on the professional context (job role, group, work phase). - Automatically populate the scheduler with actions and validity status. - Plan renewals and register certificates using quick buttons, add files and attachments (certificates, qualifications, appointments), or print documents. - Activate notifications and reminders for managers and workers. 4. ### Monitoring, Audit and Continuous Improvement - Centralized visibility and automatic consistency checks between the preventive plan and eligibility with real-time non-conformity reporting. - Worker preventive plan accessible via Mobile App. - Generation of executive reports, checklists, and compliance documentation. - Dashboards for measuring the effectiveness of preventive measures. - Centralized visibility and automatic consistency checks between the preventive plan and eligibility with real-time non-conformity reporting. - Worker preventive plan accessible via Mobile App. - Generation of executive reports, checklists, and compliance documentation. - Dashboards for measuring the effectiveness of preventive measures. 5. ### The Complete Governance Process **At the end of the process, the company has an operational governance framework: formalized roles, implemented compliance rules, an assigned and monitored preventive plan, active automatic controls, and reporting ready for external audits. 4HSE combines project configuration, module integration, and control tools to transform regulatory obligations into executed and verifiable activities, reducing regulatory risk and improving operational efficiency.** **At the end of the process, the company has an operational governance framework: formalized roles, implemented compliance rules, an assigned and monitored preventive plan, active automatic controls, and reporting ready for external audits. 4HSE combines project configuration, module integration, and control tools to transform regulatory obligations into executed and verifiable activities, reducing regulatory risk and improving operational efficiency.** ## Key Features Tools for structuring modular preventive plans, automated assignment of obligations, and constant verification of company compliance. Global Planner Offers an integrated and unified overview of all planned activities, coordinating the HSE operational flow in a single screen. [Learn more →](/features/micro/scheduler-global/) Site Scheduler Allows operational control of activities for each individual site, ensuring autonomy and coordination across organizations. [Learn more →](/features/micro/scheduler-office/) Preventive Measures Centralized and traceable management of protective measures linked to risks, ensuring effective control and constant alignment with the DVR. [Learn more →](/features/micro/risk-preventive-measures/) Operational Company Roles Definition of job roles with structured association of risks, work phases, PPE, and training obligations for compliant management. [Learn more →](/features/micro/jobs/) Homogeneous Groups Organization of workers into functional units based on common risks to simplify assessments and surveillance planning. [Learn more →](/features/micro/homogeneous-groups/) Risk Treatment Plan Management of structured action plans with definition of activities, assignment of responsibilities, and constant monitoring of progress. [Learn more →](/features/micro/risk-treatment-plan/) ## Frequently asked questions Requirements vs. scheduling, internal procedures, execution, and external suppliers. Can I manage company procedures that don't stem from a legal obligation? Yes. Procedures in 4HSE can cover any company activity, process, or document that requires periodic review or verification. This includes both regulatory obligations and internal controls defined by the organization. How do I document that a preventive action has been carried out? Executing an action in 4HSE is recorded through a report with the outcome for each recipient, from which the certificate is issued with its validity period. The certificate becomes immediately visible in the scheduler and feeds the calculation of the next deadline. How are actions handled when they're the responsibility of an external supplier? For Procedure-type actions, 4HSE includes an approval workflow for certificates entered by suppliers: an action only becomes valid after the organization reviews and confirms it. ![CTA Image](/_astro/demo-request.BINvBpeS_1sSLQV.webp) Start now ## Request a demo Discover how 4HSE works with a guided demo or an informative call with one of our consultants. [Book now](/demo-request/)