EHS Insight 25.7: Enhanced Document Control and Claims Management

We're excited to announce the release of EHS Insight 25.7, packed with powerful enhancements designed to deepen functionality, support ISO compliance, and simplify complex workflows across your EHS and ESG operations. From smarter document review automation to a more intuitive claims workflow and expanded form design capabilities, this release delivers meaningful upgrades for users at every level. 

Enhanced Document Control

Release 25.7 introduces major improvements to the Document Control module, making it even easier to maintain quality standards, manage compliance, and keep employees informed, all while supporting ISO requirements. These enhancements help ensure documents are accurate, up to date, and fully traceable.

Scheduled Document Reviews

EHS Insight’s Document Libraries now support scheduled Document Reviews, a valuable enhancement that aligns with ISO 9001:2015 Document Control standards. These standards require organizations to review documents at regular intervals to ensure they remain relevant, accurately reflect current practices, and are updated as needed. This new functionality is especially beneficial for ISO 9001 certified organizations or those aiming for certification, as it provides detailed documentation of review history, making audits more efficient and transparent. 

Key Benefits

• Automate review cycles with set due dates based on predefined intervals

• Designate document-specific reviewers and receive task reminders ahead of deadlines

• Leverage real-time, document-centric reporting to verify review status

• Stay audit-ready with a full activity log of updates and completed reviews

Employee Updates and Acknowledgments

EHS Insight’s Document Libraries now support Notifications on Publish and One-Off Acknowledgments, streamlining document control and boosting compliance. Notifications on Publish lets users send automated alerts when documents are published, updated, or versioned keeping employees informed and supporting ISO 9001 compliance. The addition of One-Off Acknowledgments simplifies the process of requesting and tracking employee confirmations, ensuring acknowledgments stay in sync with the latest documentation. Together, these features strengthen communication, accountability, and audit readiness.

Key Benefits

• Alert employees when new or updated documents are available

• Request acknowledgments to confirm understanding of changes—ideal for ISO audit trails

• Manage notifications and acknowledgments directly from the document itself

Start a Claim Directly from an Incident Event

The Incident Event form now enables users to initiate a Claim form directly from the incident, reducing duplicate work and improving traceability. This update creates a seamless bridge between incident reporting and claims management, ideal for teams handling worker’s compensation or insurance processes.

Key Benefits

• More streamlined, intuitive workflow

• Keeps all claims tied to the related incident

• Saves time and boosts visibility into post-incident actions

Form Designer Upgrades

The 25.7 release delivers substantial upgrades to Form Designer, offering greater flexibility and granular control so organizations can tailor the platform to support highly complex processes and workflows. These enhancements empower users to build more dynamic, responsive forms that adapt seamlessly to evolving operational requirements.

Key Features

• Build custom workflows that allow row-by-row approval or response collection from groups.
   
• Define rules to default data input in various fields such as pickers, radio buttons and more, to ensure consistent data input and to better facilitate processes and procedures. 
  
  
• Edit emails, share views, and print views for custom Document Libraries and Forms—offering even more control over form outputs.

Wrap Up

This update delivers meaningful value across the board. Compliance teams gain stronger document review tools aligned with ISO 9001 and other standards. EHS managers benefit from tighter integration between incident and claim workflows, while admins and builders have access to more tools for creating scalable, repeatable, and customized experiences in Form Designer. With EHS Insight 25.7, you’re advancing safety and compliance management through innovative features that drive greater efficiency, precision, and control across your operations.