HSEQ Management System Software

Documentation

Q: Where do I store policies and procedures?

Sherm’s secure Document Register is the central location for managing all controlled documents, including policies, procedures, and plans. It features version control, expiry tracking, and approval workflows. Once approved, documents are automatically emailed to active users and made available under Approved Documents , including access via the Sherm Mobile App . If a document is linked within Sherm (e.g. in the Training Master), any updates will automatically apply across all linked areas, ensuring only current versions are in use.

Q: Can I automate document reviews?

Yes. Sherm automatically sends review reminders to the assigned Document Owner based on the review cycle. The platform manages approval workflows and tracks all document statuses. Documents that are due for review are also flagged in the Monthly Data Analysis , supporting ongoing compliance and governance.

Q: Can I archive documents that are no longer relevant?

Yes. Users assigned as Contributors within the Document Handlers settings can archive outdated documents directly from the Document Register . Archived documents are retained along with all previous versions, ensuring historical traceability and access if ever required in the future.

Streamline Your Operations with Sherm’s Document Management Software

In today’s fast-paced environment, effective document management is crucial for organisations striving to optimise safety, health, employee management, and risk activities. Sherm’s Document Management Software reduces the burden of traditional paper-based systems, providing a comprehensive solution for efficient document handling.

Key Features of Sherm's Document Management Software

1. Centralised Document Storage

Unified Repository: Store all types of documents, from policies and procedures to reports and training materials, in a single location.
Diverse File Support: Accommodates various file formats, supporting uploads up to 4MB.

2. Advanced Search and Filtering

Robust Search Capabilities: Quickly locate documents using keywords, tags, or metadata.
Effective Filtering: Narrow down search results to find relevant documents with ease.

3. Role-Based Access Control

Customised Permissions: Set access levels for users based on site and department, ensuring only authorised personnel can view, edit, or delete documents.
Enhanced Security: Utilise Document Handlers to maintain control over sensitive information.

4. Version Control and Audit Trail

Document History: Track changes and maintain a comprehensive history of document versions.
Audit Trail: View who made changes, what changes were made, and when, ensuring transparency.

5. Document Sharing and Collaboration

Collaborative Features: Share documents with colleagues and external partners, supporting real-time commenting and annotations.
Enhanced Teamwork: Facilitate collaborative review processes to improve document quality.

6. Automated Workflows

Streamlined Processes: Automate review, approval cycles, and document distribution to ensure timely actions are taken.
Management Reports: Generate Monthly Data Analysis Reports for management, enhancing oversight.

7. Notification Reminders

Automated Alerts: Receive notifications for document updates, approvals, and review deadlines, keeping users informed.
Dashboard Notifications: Ensure timely action on important documents with automated reminders.

8. Compliance Management

Stay Compliant: Manage compliance-related documents effectively, ensuring they are current and easily accessible during audits.
Track Regulatory Deadlines: Tools to monitor compliance requirements and deadlines help mitigate risks.

9. Document Templates

Customisable Options: Create standard documents using pre-designed templates, ensuring consistency and compliance.
Reduced Error Risk: Simplify document creation while minimising potential errors.

10. Mobile Access

Flexibility on the Go: Access company documentation from mobile devices, enhancing convenience and knowledge retention.
Support for Workers: Provide immediate access to relevant job-related information for improved performance.

Key Benefits of Document Management in Sherm Software

1. Centralised Repository

Easy Access: A single location for all documents ensures seamless retrieval and reduces the risk of loss.
Up-to-Date Information: All team members work with the latest versions, enhancing operational efficiency.

2. Improved Compliance

Regulatory Adherence: Maintain compliance with industry regulations through proper document storage and accessibility.
Audit Preparedness: Facilitate quick, accurate responses to audits and inspections.

3. Enhanced Collaboration

Real-Time Access: Multiple users can access and collaborate on documents simultaneously, improving team efficiency.
Document Linking: Easily link documentation to training management processes for better integration.

4. Increased Security

Controlled Access: Protect sensitive documents with role-based security measures to prevent unauthorised access.
Data Protection: Mitigate risks of data breaches with robust security protocols.

5. Efficient Document Retrieval

Speedy Searches: Advanced search functionalities streamline the retrieval process, saving valuable time.
Boosted Productivity: Reduce the time spent searching for documents, allowing more focus on core tasks.

6. Version Control

Clear Document History: Maintain a record of document revisions, ensuring access to the latest version at all times.
Transparent Changes: Audit trails provide insights into document modifications for accountability.

7. Archiving Capabilities

Maintain Archives: Keep all archived documents, including previous versions, for potential future reference.
Support Investigations: Provide evidence of documented information as needed during audits or litigation.

Sherm’s Document Management Software empowers organisations to efficiently manage their documentation, promoting compliance, collaboration, and operational excellence.

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Frequently Asked Questions

Where do I store policies and procedures?

Sherm’s secure Document Register is the central location for managing all controlled documents, including policies, procedures, and plans. It features version control, expiry tracking, and approval workflows. Once approved, documents are automatically emailed to active users and made available under Approved Documents, including access via the Sherm Mobile App. If a document is linked within Sherm (e.g. in the Training Master), any updates will automatically apply across all linked areas, ensuring only current versions are in use.

Can I automate document reviews?

Yes. Sherm automatically sends review reminders to the assigned Document Owner based on the review cycle. The platform manages approval workflows and tracks all document statuses. Documents that are due for review are also flagged in the Monthly Data Analysis, supporting ongoing compliance and governance.

Can I archive documents that are no longer relevant?

Yes. Users assigned as Contributors within the Document Handlers settings can archive outdated documents directly from the Document Register. Archived documents are retained along with all previous versions, ensuring historical traceability and access if ever required in the future.