The Operational Sustainability® (OS) OESuite® Incident Management + Mobile Module is a holistic, comprehensive unwanted events solution. Identify, track, and prevent Environmental, Health, and Safety (EHS) issues such as slips and spills, maintenance issues such as unplanned equipment outages, automation issues like alarms, and quality issues such as off-spec product or customer complaints.

Incident Management + Mobile

Root Cause Analysis
Figure 2 - OESuite® Root Cause Analysis

The Incident Management + Mobile Module works both offline and online. Personnel can use their tablets or phones to capture pictures and notes on the fly, save them to offline mode, and work on or review them anywhere.

Figure 3 - OESuite® Incident Management + Mobile

Our advanced analytics, alerts, and notifications enable rapid escalation when abnormal patterns or threats are detected. On the production front, the Production Loss Analysis (PLA) Module documents the actual vs. planned production and the reasons why planned productions are not achieved. Simple identifications using Overall Equipment Effectiveness (OEE) factors and RCAs can be part of the PLA process to improve the production efficiencies over time by addressing the issues identified.

Figure 4 - OESuite® Production Information & Loss Summary

Because of the inherent interoperability of OESuite®, users will have the option to manage the recommendations from RCA as Management of Change (MOC), Work Request, Corrective Actions (CAPA), Task Compliance, and Action Items.

In addition, users can create Behavior-Based Safety (BBS) observations and use Pareto charts to diagnose the causes of behaviors. The Incident Management + Mobile Module goes beyond event-based intelligence to asset-based intelligence by integrating seamlessly with the OESuite® Asset Analysis Module to show trending of repeat bad actors and lost profit opportunities.

Figure 5 - OESuite® Incident Recommendations “Manage As” Work Process
Figure 6 - OESuite® Bad Actor List

OESuite® can also automatically log an incident based on exceedances of a tag limit due to alarms, environmental limit exceedances, malfunctions and equipment failures.

OESuite® includes a comprehensive occupational illness and injury logging and tracking system complete with incident logs per OSHA 300 / 300A / 301 so users can look for trends of injuries by body part or other pertinent filters. Users can also categorize incidents per the API 754 Recommended Practice by Tier.

Figure 7 - API 754 Recommended Practices

Many of the leading RCA methodologies are also enabled in OESuite® including the 5-Whys, ABS Root Cause Map™, Apollo™, SCAT, and other methodologies. The software’s digital forms technology uses a single point of entry for Behavior-Based Safety (BBS) observations and RCAs in the field.

Figure 8 - OESuite® Behavior-Based Safety Observations

Business Impact

  • Event-based as well as asset-based intelligence via integration with the OESuite® Work Management + Mobile Module
  • Enable real-time visibility of incidents and recurring problems
  • Reduce time spent logging incidents and searching for lessons learned from previous incidents
  • Reduce incidents from EHS, maintenance, automation and quality perspectives over time
  • Flexible architecture that allows users to initiate, manage, and close out simple and complex incidents
  • Customized workflows for each incident type based upon the client needs and culture
  • Report multiple consequences, each with specific details, for each incident along with detailed occupational illness and injury information
Figure 9 - OESuite® Incident Management Details

The Incident Management + Mobile Module is a key component of these OESuite® Frameworks and Solutions:

  • EHS Compliance Framework
  • APM Framework
  • Operations & Production Framework
  • Process Safety Framework
  • Workforce Framework
  • Contractor Safety Management Solution
  • ESG Solution
  • Failure Elimination Solution
  • PSI Solution
  • Quality Management Solution
  • Safety Lifecycle Solution
  • These are the core functions in all OESuite® Modules:

    • Ad Hoc Reporting
    • Archiving
    • Asset Registry / Navigation
    • Audit Trail
    • Calculation Engine
    • Coordination Compliance
    • Configurable Notifications
    • Damage Mechanisms
    • Data Export / Import
    • Document Links / Attachments
    • Form Builder
    • Integration / Connectors
    • KPI Manager
    • Material Library
    • Mobile Applications
    • Module and Hierarchy Specific Security
    • Multi-Lingual / International Formatting
    • My Obligations / Calendar
    • My Subscriptions
    • Obligation Reassignment
    • OE View
    • Planning / Scheduling
    • Portal
    • RACI Chart
    • Redlining
    • Report Builder
    • Risk Ranking
    • Risk Registry
    • Robust Search
    • Single Sign On (SSO)
    • Standard Reporting
    • Tags
    • Verification
    • Visual Operations
    • Workflow (Initiate, Approval, Execution, etc.)

    For more information email us at or call (713) 355-2900.

    Operational Sustainability® makes operational excellence simple.

    Succeeding in today’s complex, highly-regulated industries depends on how well your company manages operational risk and enables operational discipline. Our world-class advisory services and our industry-leading cloud-based, highly configurable software work together to enable your company to achieve operational excellence. To implement OE 4.0 and sustain operational integrity, companies must balance production goals with reliability, safety, and human and environmental factors. We identify and help you solve any issues to move to a real-time, mobilized risk-aware culture. With an average of more than 30 years of industry experience each, our advisors can design a solution tailored to your company’s culture and needs.

    Learn how Operational Sustainability can advise your workforce through our consulting services and support your journey to operational excellence through our OESuite® software platform. See our full slate of free webinars, white papers, detailed module information, and scheduled workshops online at

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