How Organisations Are Using SRM Genie

Health and safety information spread across systems

A growing Midlands-based contractor was managing health and safety information across multiple live projects using a mixture of spreadsheets, email folders, paper records and individual manager updates.

This created several common problems:

• Site documents were not always stored in one consistent location, and often evidenced as lost.
• Actions from inspections, audits and site visits were difficult to track through to completion.
• Training and competence evidence had to be checked manually.
• Preparing for client audits and pre-qualification reviews took more time than it needed to.
• Senior managers had limited live visibility of what was happening across different projects.

The business needed a simpler way to manage project health and safety evidence, monitor actions and demonstrate that controls were being followed.

A central platform for project safety activity

SRM Genie was introduced as a central platform for managing key health and safety activity across projects.

The system helped the business to:

• Induct contractors prior to them attending site, establishing standards in advance of works.
• Store project health and safety documents in one controlled location.
• Manage risk assessments, safe systems of work and supporting records.
• Record inspections and audits digitally.
• Raise actions from inspections, incidents and management reviews.
• Assign actions to responsible persons.
• Monitor action progress and overdue items.
• Maintain training and competence records.
• Provide management visibility across active work areas.

SRM also provided practical consultancy support to help the client structure their arrangements, improve document control and make sure the system reflected how the business actually worked.

Clearer records, checks and action ownership

The business moved away from relying on disconnected spreadsheets and email folders.

Project teams had a clearer route for storing evidence, completing checks and raising actions. Managers could see what had been completed, what was overdue and where further attention was needed.

Audit preparation became more efficient because key evidence was easier to locate, rather than having to search through several separate systems or request updates from multiple people.

Training visibility was too dependent on spreadsheets

A manufacturing business needed better visibility of its training, competence and health and safety records.

Training information was being managed using spreadsheets and separate evidence folders. While the business had completed a significant amount of training, it was difficult to quickly confirm:

• Who had completed each training requirement.
• Which records were due to expire.
• Where evidence was stored.
• Which departments needed attention.
• Whether training actions had been closed out.
• Whether new starters had completed required onboarding.

This created additional administration for managers and made it harder to maintain a live picture of compliance.

Training, competence and evidence in one place

SRM Genie was used to bring training, competence and supporting health and safety records into one place.

The platform helped the business to:

• Record training requirements by person, role or department.
• Track completed training and supporting evidence.
• Identify missing or expired records.
• Support onboarding and induction arrangements.
• Assign actions where gaps were found.
• Provide managers with a clearer view of training status.
• Link competence information with wider health and safety management activity.

SRM also supported the business in reviewing its training structure so the system reflected actual operational needs, rather than simply replicating an old spreadsheet.

Managers could spot gaps earlier

Training records became easier to monitor and update.

Instead of relying on manual spreadsheet checks, managers could identify gaps more quickly and take action before records became a problem.

The system also helped create a stronger link between training, risk assessment, onboarding and day-to-day supervision.

Safety information was hard to connect

A technical manufacturing and testing organisation needed a more consistent way to manage health and safety information across a complex working environment.

The business had a range of operational areas, specialist equipment, contractors, visitors, inspections, audits and committee actions to manage. While health and safety activity was taking place, information was not always easy to view in one place or link back to the original record.

The organisation wanted to improve:

• Near miss and safety concern reporting.
• Visibility of actions raised from different sources.
• Asset management and inspection control.
• Contractor and visitor induction arrangements.
• Evidence linked to inspections, audits and committee meetings.
• Follow-up on PUWER-related actions and equipment safety checks.
• Management visibility of what had been completed and what still required attention.

A connected system for reporting, actions and evidence

SRM Genie was introduced to provide a more connected system for recording, tracking and evidencing health and safety activity.

The platform helped the organisation to:

• Make near miss and safety concern reporting easier for employees, resulting in a 6x increase in reporting.
• Create clearer reporting routes through digital forms and system records.
• Manage actions raised from inspections, audits, health and safety committee minutes, PUWER assessments and other system records.
• Link actions back to the source record that created them.
• Improve visibility of open, overdue and completed actions.
• Manage asset records and related checks in a more structured way.
• Support contractor and visitor induction processes.
• Provide managers with better visibility of trends, actions and compliance priorities.

SRM also supported the organisation with practical consultancy input, helping to structure the system around the way the business operates rather than forcing the business to fit a generic template.

A more joined-up view of safety activity

The organisation gained a clearer and more joined-up view of health and safety activity.

Near miss and concern reporting became easier to capture, helping to improve the quality and visibility of safety information. Managers were able to see actions raised from different sources and understand why those actions had been created, resulting in targeted improvement initiatives.

Asset management also became more controlled, with records and checks held in a more consistent format. This made it easier to monitor equipment-related safety requirements and follow up where action was needed.

Contractor and visitor induction arrangements were also strengthened by giving the organisation a clearer route for communicating key site information and retaining evidence of completion.