A separate context for each client
Configure relevant organisations and sites. Data separation and assigned permissions retain each client’s context.
QHSE / PLATFORM
Work with multiple clients. Keep each client’s context.
In QHSE, organise client records and actions in separate organisations. Work with each client’s designated people using role- and site-based access and history retained in the platform.
01 / QHSE
How you work in QHSE
Actions assigned to the client’s team
Connect a finding to its owner and deadline. Follow state and evidence in the shared CAPA register.
Controlled documents and versions
Organise quality documents and track revisions and approvals. The client’s team consults the current, approved version.
Environmental records by site
Follow quantities, stock and transfers. Prepare records by year and site and export to PDF or Excel.
Training with results and evidence
Organise courses and tests in the client’s configured workflow. Find results, signed sheets and the individual PDF dossier.
Collaboration with clear roles
Agree with the client who records, approves or reviews. Access and history support tracking of responsibilities.
02 / CONFIGURATION
A workflow agreed with each client.
- 01
Define the remit and access
Define the organisation, sites, modules and people you work with. Configure access for the agreed responsibilities.
- 02
Organise records and actions
Record documents and findings in the client’s context. Assign actions to designated people with deadlines.
- 03
Review with the team
Follow results and evidence. Use history and relevant exports when reviewing work with the client.
| Activity | Support in QHSE |
|---|---|
| Quality and ISO | Documents, revisions, approvals and corrective actions |
| Safety and training | Audits, incidents, courses, tests and evidence |
| Environment | Monthly records, operators, transfers and exports |
| Multi-client collaboration | Separate organisations, roles, sites and history |
03 / QUESTIONS
Details to discuss before configuration
Can I work with the client’s internal owners?
Yes. Roles, sites and responsibilities are configured for the collaboration agreed with the client. Actions retain an owner and deadline.
Is this page also for consulting partners?
Yes. We discuss collaboration with quality, ISO, safety and environmental specialists. Start with your expertise and client working model, then define the terms of collaboration.
Continue with the QHSE platform
Let’s discuss how you work with your client portfolio.
Start with your consulting discipline, managed organisations and the people involved.