VelocityEHS HSE Reporting Dashboard Design Training Course

Course overview

HSE leaders need more than incident totals and overdue-action lists: they need reporting that exposes where risk is increasing, which controls are failing, and where intervention will have the greatest operational effect. This course addresses the common gap between data held in VelocityEHS and the dashboards used in management meetings. Participants learn to convert incident, inspection, audit, corrective-action, training, environmental and occupational health data into decision-ready reporting for frontline supervisors, site leaders and executive stakeholders.

The course covers dashboard requirements gathering, metric definitions, source-data assessment, report filtering, trend analysis, calculated measures, chart selection and audience-specific dashboard layouts in VelocityEHS. Participants practise designing leading and lagging indicator views; comparing sites, departments and contractors; analysing incident severity and corrective-action ageing; and building environmental performance views. They also learn how to apply data-quality checks, define reporting governance and document each metric so reports remain trusted after deployment.

Instructor-led demonstrations are followed by guided configuration exercises using realistic HSE scenarios and sample VelocityEHS data. Teams critique dashboard prototypes against management questions, investigate misleading visualisations and refine reports for different user groups. Each participant leaves with a dashboard design pack containing a reporting requirements matrix, KPI dictionary, wireframe layouts, filter logic, governance rules and a 90-day implementation plan for an identified business reporting need.

The programme is designed for intermediate HSE professionals, system owners and analysts who already work with HSE records and need to create reliable management reporting rather than simply export operational data.

Course objectives

By the end of this course, participants will be able to:

• Define a dashboard requirements matrix that links stakeholder decisions to VelocityEHS data fields, measures and refresh frequency
• Build leading and lagging HSE KPI definitions for incidents, inspections, corrective actions, training and environmental performance
• Configure VelocityEHS report filters, groupings and date logic for site, department, contractor and organisational comparisons
• Design role-based dashboard wireframes for frontline supervisors, HSE managers and executive review meetings
• Create trend, severity, ageing and completion-rate analyses using appropriate chart types and calculated measures
• Validate dashboard source data through completeness, duplicate, classification and date-quality checks
• Document a KPI dictionary with formulae, owners, thresholds, exclusions and escalation rules
• Produce a 90-day dashboard implementation plan with prioritised reports, governance controls and adoption actions

Benefits of attending

Target competencies

Who should attend

• HSE Managers — who need management dashboards that direct attention to material risk and control performance
• EHS Systems Administrators — who configure VelocityEHS reporting and must translate business requests into usable dashboards
• HSE Analysts — who turn incident, audit, inspection and action data into recurring performance analysis
• Safety Managers — who need to compare sites, work groups and contractors using consistently defined measures
• Environmental Managers — who report emissions, waste, spills and permit-related performance to internal stakeholders
• Operational Excellence Managers — who require reliable HSE indicators within site and enterprise performance reviews

Requirements and prerequisites

Participants should have working experience with HSE processes such as incident reporting, inspections, audits, corrective actions, risk assessments or environmental data collection, and should understand common measures such as TRIR, lost-time cases, overdue actions and completion rates. Familiarity with navigating their organisation’s VelocityEHS environment and exporting or reviewing reports is strongly recommended. Participants should be able to work confidently with spreadsheet tables and basic percentages. Prior dashboard-design experience, programming, SQL, Power BI development or VelocityEHS system-administrator certification is not required. Bringing examples of current management reports is encouraged.

Training methodology

The five-day programme combines focused instructor demonstrations in VelocityEHS with individual report-building exercises, facilitated dashboard critiques and small-group HSE case studies. Participants work from business questions to measures, source fields, filters and visual layouts rather than starting with charts. Exercises use incident, inspection, corrective-action and environmental datasets to test trend and comparison logic. On the final day, each participant applies the method to a workplace reporting need and receives structured feedback on their dashboard design pack and implementation plan.

Course outline

Day 1: Reporting strategy and HSE dashboard requirements

• Decision-led HSE reporting versus activity-led report production
• VelocityEHS data domains for incidents, inspections, actions and environmental records
• Stakeholder interview questions for frontline, management and executive users
• Reporting requirements matrices linking decisions, KPIs and source fields
• Leading, lagging and predictive indicator selection
• KPI hierarchy from enterprise scorecard to site operational view
• Dashboard success criteria, refresh cycles and ownership models

Workshop: Participants create a reporting requirements matrix for a multi-site HSE management review, identifying users, decisions, metrics, source records and reporting frequency.

Day 2: Metric definition and reporting data quality

• VelocityEHS record structures and reporting field selection
• Incident rate definitions including TRIR, DART and severity rate
• Corrective-action ageing, completion and overdue-action measures
• Inspection, audit and observation completion-rate calculations
• Environmental measure normalisation by production or workforce exposure
• Data completeness, duplicate-record and classification checks
• KPI dictionary design with formulae, exclusions and threshold rules

Workshop: Participants audit a sample HSE dataset, identify reporting defects and produce a KPI dictionary for six priority management measures.

Day 3: VelocityEHS report building and analytical logic

• Report scope selection and source-record inclusion rules
• Date ranges, rolling periods and year-to-date comparison logic
• Site, department, contractor and business-unit filtering
• Grouping, sorting and drill-down paths for management investigation
• Calculated measures and percentage-based performance indicators
• Trend analysis for recurring incidents and control failures
• Exception reporting for thresholds, overdue actions and incomplete records

Workshop: Participants configure a set of filtered and grouped VelocityEHS reports that isolates corrective-action ageing and recurring incident patterns by site.

Day 4: Dashboard layout and visual decision support

• Dashboard wireframing for distinct user roles and review cadences
• Chart selection for trends, comparisons, distributions and action status
• Visualising incident severity, body part, event type and causal categories
• Displaying audit findings and corrective-action closure performance
• Using filters and drill-downs without obscuring the management message
• Threshold bands, targets and variance indicators
• Avoiding misleading scales, cluttered scorecards and unsupported comparisons

Workshop: Participants create and peer-review two dashboard wireframes: a weekly site-control view and a monthly executive HSE performance view.

Day 5: Governance, rollout and dashboard application

• Report ownership, approval and change-control responsibilities
• Data-refresh schedules and management-review timing
• Metric stewardship and periodic KPI-definition review
• Role-based access and sensitive HSE information considerations
• Dashboard testing using reconciliations and user acceptance scenarios
• Adoption planning for supervisors, site leaders and executives
• Ninety-day VelocityEHS dashboard implementation roadmap

Workshop: Participants assemble and present a dashboard design pack and 90-day rollout plan for a selected workplace reporting challenge.

Tools & standards covered

VelocityEHS, Microsoft Excel, Microsoft Power BI, ISO 45001

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions