Free Digital Safety Compliance Tool

Professional-grade Excel template and guide to help you manage safety data until you are ready for a full system.

The "Audit-Ready" Excel System

Version 1.0 • Automation Enabled • 5MB
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1. The Compliance Tracker

  • 🚦 Traffic Light Logic: Automated formulas instantly flag workers as Valid, Expiring (14 days), or Expired based on today's date.
  • 🔍 Duplicate Detection: Built-in alert system flags if an employee is entered twice for the same course.
  • 📅 Auto-Calc: Never guess an expiry date again. (Default is 365 days after previous completion)

2. The Executive Dashboard

  • 📊 Heads-Up Display: Live KPI cards showing Total Incidents, Open Cases, and "Days Since Last Incident."
  • 🥧 Visual Analytics: Dynamic Bar Charts break down incidents by Type + Severity (Injury vs Near Miss).
  • 🎛️ Interactive Slicers: Click a button (e.g., "2026") to instantly filter all charts and data points.

3. The Incident Log

Stop using messy lists. This workbook acts like a secure database.

  • ⚡ Automated Case IDs: The system automatically generates a unique tracking number (e.g., INC-001) for every new report, ensuring 100% traceability.
  • 🔒 Data Integrity: Pre-set dropdown menus for 'Severity' and 'Status' prevent typos and ensure your reports are consistent.
  • 📈 Scalable History: The log automatically expands to store years of safety data without breaking formulas.
⚠️ Note: This workbook contains advanced automation features for the ID tracking system.
When you open it, Microsoft may ask you to "Enable Macros" or "Unblock Content". Please click Enable to access the dashboard features.

Outgrown Excel?

Spreadsheets are a great start, but they don't send automatic reminders to your crew. If you need automated notifications, mobile access, and audit-proof history, check out our professional services.

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