BSI Action Manager Welcome pack

Welcome to BSI Action Manager.

Manage your actionseffectively and efficiently.

Action Manager Welcome Pack | Version 1.0 | Page 2

Contents

Welcome

That’s why we created BSI Action Manager

What you gain

Supporting you on your certification journey

Getting started is easy

Basic navigation

FAQ’s

We’re here to support you

3

4

5

6

7

8

10

11


This welcome pack will explain what BSI Action Manager is and how it will help you.

We’ll give you a quick guide to the services you have access to – and show you how to get started.

Spend time going through this guide to learn some Action Manager basics. We will introduce you to a number of useful concepts and resources that will help you get started with your new application.

Welcome


That’s why we createdBSI Action Manager

Supporting our customers with the tools they need to drive business improvement is something we constantly strive for.

So we looked at how we could help streamline some of the tasks involved with this. We have found that many organizations have challenges in the same areas and are saying the same thing. They told us they would like:

An easier and less manual way of capturing improvement findings across their organization, whether that’s their department, site or enterprise

Tools to support in the investigation and identification of the cause of any finding

A simple, efficient and inexpensive way of assigning and managing actions in a timely and effective manner

Visibility of the status and trends of both improvement findings and actions

That’s why we created BSI Action Manager to make it easier for you to manage these critical tasks and support you in your efforts to drive continual business improvement.

1

2

3

4


What you gain

Additional tools that may support you:Whether you are looking to implement a new management system, improve the effectiveness of your existing system or simply manage challenges facing your business BSI has a number of tools available to assist.

•BSIAuditManager•BSIDocumentManager•BSIRiskManager•BSIIncidentManager

BSI Action Manager is a remarkably simple, yet powerful way to capture improvement findings and manage actions across your department, site or enterprise.

With BSI Action Manager, you can record finding such as non-conformities, improvements, recommendations, positive actions and best practice found during an assessment, or discovered day-to-day. In addition, you can determine the root cause, manage the related action management process (through action assignment, notifications and reporting), implement required changes, and ensure that the issue is resolved quickly and effectively.

Regardlessofthesizeorcomplexityofyourbusiness,BSIActionManagercanhelpyoudedicate more time to driving business improvement.


Supporting you on your certification journey

If you are responsible for implementing or managing certification BSI Action Manager will support you inthe following three ways:

Project, task and action management Identifying, tracking, and completing action items is critical to advancing any project (including ISO implementation) and driving business improvements.

Corrective Action process Organizations striving to meet ISO (International Standards Organization) standards such as ISO9001:2008 are required to implement an effective Corrective/Preventive Action process.

Internal audit management ISO requirements include the conducting of internal audits to determine whether the management system conforms to the standards requirements and to the requirements established by the organisation. Action Manager can support any internal audit programme by providing a way to capture any audit findings and manage the actions to resolve.

3

2

1


Getting started is easy

Email

By now you will have received your Action Manager activation email.

Login

Type a password in the Password and Confirm New Password fields, and click Login

Create new password

Click the Link in the email, and you will be redirected to the Create New Password screen:

Success

You have now successfully logged into Action Manager.

3 4

21


Basic NavigationThe following provides a quick overview to the basic navigation of the Action Manager homepage

1 2 3

4

6 7

8 9

10

5

Action Manager menu

•Viewandcreatefindings•Viewandcreateactions•Changefindingandactiontypes•AccessyourBSInon-conformitiesandactions.

Dashboard

Allows you to navigate to personalised dashboards.

Reports

Allows you to navigate to the reports section.

User Profile

Reviewaccountsettingsandlogoutoftheapplication.

Help

Access to help files.

Search

Search across the entire application.

Advanced search options

Definesearchoptionsbylocation,management

system etc..

Administration settings

Manage administration settings including notifications,

management system definition and categories.

Organization settings

•Manageorganizationstructure.

•Changecolourschemeandlogo.

Task bar

Immediately takes you to tasks assigned.

1 6

7

8

9

10

2

3

4

5


Basic NavigationThe following provides a quick overview to the basic navigation of the Action Manager menu

Findings

This is where you view and record findings. These findings can be found in a product, a process, from a supplier, or in a management system itself, and identified through customer complaints, internal audits, external audits, incoming material inspection or simply during normal testing and inspection activities.

Actions

The Actions menu allows you to view, record and assign actions.

RecurringActions

TheRecurringActionsoptionallowsyoutoschedule a frequency of regular actions.

Action Plans

Identifying, tracking, and completing action items is critical to advancing any project (including ISO implementation) and driving business improvements. Action Plans allow you to create multiple actions in a project management format.

BSI Non-Conformities and Actions

This area is for BSI certification customers only. If BSI is your Certification Body (CB) and you have undergone an assessment where Non-Conformities were raised, then these will show in this BSI Non-Conformity tool.You can use the Actions tool and associate to a Non-Conformance. This can be submitted to BSI forAcceptanceorRejection;theassessorwillrespond and you will be notified by the system.

Types

This section is for administration purposes and allows you to define finding and action types and rules associated to these types.For example renaming the term ‘non-conformance’ to ‘business improvement observation’.

1

1

6

6

2

2

3

3

4

4

5

5


FAQs

What features are included?

BSI Action Manager provides applications that drive effective management of all discovered non-conformities or other finding types and enables comprehensive planning, with features that align to the corrective action process.

• Assign responsibility and ownership of the action• Provide a timeline for completion with a due date• Utilize business workflows to enable the acceptance of

the action and once completed, approval for the action• Link the action to any associated record for further

information• Upload or link to any file for additional supporting

documentation• Group multiple actions together under an Action Plan

for project style process

How will BSI Action Manager help my organization?

• Capture detailed data in a consistent format about operational risk issues from anywhere in the organization

• Reduceriskofregulatorynon-complianceacrossoperations

• Accelerate assignment, acceptance, approval and closure of issues

• Improve communication and teamwork on operational risk issues and activities across departments and functional areas

• Gain enterprise-wide visibility into the status of remediation activities and tracking metrics

• Reduceadverseeventsandpreventrecurrence• Save operational time and costs through effective

management of the corrective action process

How easy is it to get started with BSI Action Manager?

BSI Action Manager doesn’t require any special software or IT knowledge to use. All you need is access to the internet and an internet browser. There’s no download or install required.

What can I use BSI Action Manager for?

BSI Action Manager is being used to support organizations with a wide range of challenges including the management of customer complaints, incidents, product returns, project tracking, document review dates and much more.

Do all my BSI findings appear in Action Manager?

If you are a BSI Certification customer, all non-conformities raised from your BSI assessment can be made available in Action Manager.

Is BSI Action Manager available in different languages?

BSI Action Manager is available in English, French, Portuguese and Spanish. Additional language support will be available in the near future. If you require support for a specific language not listed, please contact our client services team.

How secure is BSI Action Manager?

We know how important it is that we provide the highest level of security to protect data. With 128-bit SSL encryption used across the platform, full user access controls and rigorous testing against web application vulnerabilities, our security rivals that of online banking. We impose strict standards both in our own application and with our data centre provider. Our production systems are hosted in some of the most highly specified data centres available today, delivering unparalleled security, power, connectivity and environmental control. Some of the biggest businesses in the world trust us with their data.

What support do you offer?

All users have access to our support portal and resource centre. In addition, our customers get direct access to a client services team that will manage any support issues.

Which browsers will run BSI Action Manager?

BSI Action Manager will run on the following internet browsers:

• Internet Explorer • Google Chrome • Mozilla Firefox • Safari

Does BSI Action Manager work on tablets?

We know that mobility is being embraced by organizations ofallsizes;thereforewehavemadeBSIActionManagercompatible on tablets via a web browser. The tablet must be connected via WiFi or mobile data – ideally 3G/4G. Offline capability is not supported.


We’re here to support you

BSI is committed to helping you get the most out of your Action Manager experience, and so we have created a number of resources and services to ensure that you experience the benefits Action Manager can give you.

From easy-to-follow online resources to bespoke support and implementation services, you have the support you need when you need it. As standard you have access to a dedicated support team to help you take advantage of all the benefits of BSI Action Manager.

To raise any support issues simply email us at [email protected] or visitour support portal https://entropysoftware.zendesk.com/hc/en-us

You will be contacted by the Action Manager support team soon to ensure you have everything you need to get started.

BSI Action Manager Welcome pack

Business

action manager basics

action assignment

action items

bsi action managerwhat

business bsi

improvement findings

continual business improvement

enterprise tools