The Advanced OHS Auditing Tool + Power BI Version is a turnkey template designed to help organizations audit, measure, visualize, and improve their health and safety management system with confidence in accordance with best practice. This is not just an audit template. It is a complete compliance intelligence system, if you are serious about building a high-performing Management System. The template comprises the following dashboards:

1️⃣ Audit Summary Dashboard – See the Big Picture Instantly

• Total compliant findings
• Major Nonconformities (NC)
• Minor Nonconformities
• Opportunities for Improvement (OFI)
• ISO Compliance Score by main clauses
• Bar comparison of Major vs Minor NC by clause
• Overall Compliance Score (Gauge)
• Overall Noncompliance Score (Gauge)
• Clause-level breakdown with:
  • Total audit questions
  • Major NC
  • Minor NC
  • OFI
  • Compliance Score

This dashboard answers the executive question immediately:

“How compliant are we — and where are the risks?”

2️⃣ CAPA Performance Dashboard – Drive Accountability

• Total CAPAs
• Open vs Closed CAPAs
• CAPA Closure Rate
• CAPAs by Main Clause
• CAPA Priority (High, Medium, Low)
• Deadline Status:
  • Valid
  • Due in 30 Days
  • Overdue
  • Deadline Met
• Responsible Person tracking
• Open vs Closed doughnut visualization

3️⃣ Clause Intelligence Dashboard – Deep Clause-Level Insight

• This dashboard breaks down:
• Main Clauses
• Sub Clauses
• Audit Criteria
• Major NC counts
• Minor NC counts
• OFIs
• Clause Compliance Score
• Instantly identify weak clauses.
  Pinpoint systemic issues.
  Prioritize improvements strategically.

4️⃣ Action Plan Dashboard – From Findings to Execution

• Turn nonconformities into structured improvement.
• This dashboard provides:
• Main Clause reference
• NC type
• Corrective & Preventive Actions
• Priority level
• Action status
• Responsible person

This is your live ISO IMS improvement roadmap.

💡 Why This Tool Is Different

Unlike traditional audit spreadsheets:

✔ It combines structured auditing + performance intelligence
✔ It translates compliance into measurable scores
✔ It enables data-driven management review
✔ It strengthens accountability
✔ It prepares you confidently for certification audits

You are not just auditing.
You are building a performance-driven QHSE system.

NB: The source data file is a unique template in itself with unique dashboards, while the Power BI version provides an added extra feature.

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The downloadable zip file comprises the following:

• Excel template (source data file—the .xlsx file) – SHEQXEL Advanced OHS Auditing Tool
• Power BI Template (the data visualization tool – .pbix file) – SHEQXEL Advanced OSH Auditing Tool
• Live One-on-One Professional Training for 20 Hours – SHEQXEL Data Academy
• Live Coaching on How Template was Built – SHEQXEL Template Build Master Class