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Case 02

Send the right requirement to the right person, at the right time

Nobody fills in the grid alone. Everyone answers for what they know of operations, and the approval chain moves forward without anyone pushing it.

Who deals with this

Compliance coordinator, OHS superintendent, area leads

Standards involved
  • TSM
  • ISO 45001
  • Internal standards
In the platform
  • Roles and responsibilities by protocol
  • Work plan broken into tasks
  • Time-stamped activity log

The context

Three reminders to find out who answered, and a schedule that keeps slipping

The self-assessment goes out by email, comes back in multiple versions, and someone consolidates it all by hand. Three reminders later, you still don't know who ruled on what, or when.

Since the tool is only used a few times a year, every cycle starts with a refresher. Who does what, where the right file is, which column to fill in this time.

And the costliest part is the deadlines that slip away. A late self-assessment pushes back the review, which pushes back the external verification, which pushes back the audit.

The Reglo answer

One owner per requirement, one due date per task, an alert that goes out on its own

Roles defined by protocol

Every protocol has its owners. People receive their part, not the whole workbook, and answer based on what they know of operations.

A work plan, not a file

The assessment is run like a work plan structured into tasks, each with an owner and a due date.

Alerts that go out on their own

An assigned task triggers a notification and an email. People don't need to open the platform every day to know something is waiting on them.

Every action time-stamped

Answers, findings, reviews and evidence links keep their author and date. Who, what, when: the question no longer comes up.

The result

Reminders become a choice, not a way of following up. And the chain of self-assessment, review, verification and audit stays on schedule

We'll show you with your own requirements

Fifteen minutes on one of your standards, with a case like this one.