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Insights — Compliance Intelligence

Module: Insights | Tier: Starter (basic), Standard+ (full)

Insights is your compliance nerve center. It continuously monitors every part of your EHS program — chemical inventory, SDS coverage, training completion, plan health, and quantity thresholds — and surfaces the information you need in real-time dashboards, alerts, and reports.

Instead of manually checking spreadsheets or walking the floor to find compliance gaps, Insights tells you exactly where you stand and what needs attention. Your readiness score gives you a single number that represents your overall compliance posture. Your alert feed highlights urgent issues before they become citations. And when an inspector walks through the door, your reports are ready to print.

On Pro plans, the EHS Agent takes this further. It automatically evaluates safety decisions in the background — analyzing new chemicals, checking regulatory exposure, recommending PPE, and flagging training gaps — without any manual intervention.


Dashboards at a Glance

Insights is organized into purpose-built dashboards, each focused on a specific area of your compliance program:

DashboardWhat It ShowsBest For
Compliance CenterOverall compliance health, readiness score, and alertsDaily compliance check-ins
Chemical InsightsSDS coverage, GHS hazard landscape, inventory healthChemical safety oversight
Training InsightsCompletion rates, overdue training, certification expirationsTraining program management
Plan InsightsHazCom plan status, approvals, version historyPlan lifecycle management
User InsightsPlatform adoption, login activity, module usageTeam engagement tracking
EHS AgentAI-powered safety evaluations and automated actionsProactive compliance (Pro only)

Key Features

Readiness Score

Your readiness score is a single percentage that rolls up compliance data across every module. It factors in SDS coverage, training completion rates, plan status, and quantity compliance to give you an at-a-glance answer to the question: "Are we inspection-ready?"

The score updates in real time as your team adds chemicals, completes training, publishes plans, and resolves alerts.

Alert System

Insights uses a three-tier alert system to prioritize what needs your attention:

  • Urgent — Immediate action required. Expired SDSs, overdue training, exceeded quantity thresholds, or expired plans.
  • Warning — Action needed soon. Training deadlines approaching, certifications expiring within 30 days, SDS documents nearing expiration.
  • Info — Awareness items. New chemicals added, training completed, plans published.

Every alert is actionable. Click any alert to jump directly to the affected item — the specific chemical, employee, or plan that needs attention.

Reports and Exports

Generate audit-ready documentation on demand:

  • PDF Reports — Snapshot any dashboard as a formatted PDF for management reviews or inspector requests
  • CSV Exports — Download raw data for your own analysis in spreadsheets
  • Compliance Summaries — Pre-formatted reports designed for OSHA inspectors, covering SDS coverage, training records, plan status, and quantity data

Getting Started

  1. Navigate to Insights from the main sidebar
  2. Review your Compliance Center to see your overall readiness score and any active alerts
  3. Drill into specific dashboards (Chemical, Training, Plan) to understand the details behind your score
  4. Resolve alerts by clicking through to the affected items and taking the recommended actions
  5. Export reports when you need documentation for management reviews, audits, or inspections

Tier Availability

FeatureStarterStandardPro
Compliance CenterBasic checklistFull with alertsFull with AI scoring
Chemical InsightsIncludedIncluded
Training InsightsIncludedIncluded
Plan InsightsIncludedIncluded
User InsightsIncludedIncluded
EHS AgentIncluded
Real-time alertsIncludedIncluded
PDF reportsIncludedIncluded
CSV exportsIncludedIncluded
Multi-site roll-upIncluded

Starter customers see a basic compliance checklist — a simple list of what you've completed and what's still missing. Upgrade to Standard to unlock full dashboards, real-time alerts, and detailed analytics. Upgrade to Pro for AI-powered scoring, the EHS Agent, and multi-site roll-up views.


Common Tasks

TaskGuide
Review your compliance dashboardHow-To: View Your Compliance Dashboard
Monitor chemical safety metricsHow-To: Monitor Chemical Insights
Check training complianceHow-To: Review Training Insights
View EHS Agent decisionsHow-To: Use the EHS Agent