Documentation Wiki

Compliance & Reporting

Overview: ProBitManager provides comprehensive compliance documentation and reporting capabilities to meet industry standards, pass audits with confidence, and drive continuous improvement through data-driven insights.

Industry Compliance Standards

ISO Standards Compliance

ISO 9001:2015

Quality Management Systems

  • ✓ Documented procedures
  • ✓ Process control records
  • ✓ Continuous improvement tracking
  • ✓ Non-conformance management

ISO 45001:2018

Occupational Health & Safety

  • ✓ Safety procedure documentation
  • ✓ Hazard identification records
  • ✓ Incident tracking & reporting
  • ✓ Training verification

AS9100D / IATF 16949

Aerospace & Automotive

  • ✓ First article inspection
  • ✓ Process validation records
  • ✓ Traceability documentation
  • ✓ Statistical process control

Regulatory Compliance

OSHA Requirements

Safety Standards

  • ✓ Machine guarding (1910.212)
  • ✓ Lockout/tagout (1910.147)
  • ✓ PPE compliance (1910.132)
  • ✓ Hazard communication (1910.1200)

FDA 21 CFR Part 11

Electronic Records

  • ✓ Electronic signatures
  • ✓ Audit trail integrity
  • ✓ Data security & backup
  • ✓ User access controls

Industry-Specific

Custom Requirements

  • ✓ Customer specifications
  • ✓ Industry best practices
  • ✓ Internal standards
  • ✓ Supplier requirements

Complete Audit Trail

Every Action is Tracked

Who

  • • User identification
  • • Digital signatures
  • • Role/permission level
  • • Authentication method

When

  • • Timestamp (UTC)
  • • Duration tracking
  • • Pause/resume times
  • • Completion date

What

  • • Actions performed
  • • Values entered
  • • Changes made
  • • Issues reported

Tamper-Proof Records: All audit trail entries are cryptographically signed and cannot be modified or deleted. Changes create new records with full traceability to the original.

Report Types & Generation

Compliance Reports

Audit Summary Report

Complete compliance documentation for auditors

  • • All checklists by date range
  • • Compliance percentage
  • • Non-conformance tracking

Safety Compliance

OSHA and safety standard adherence

  • • Safety checklist completion
  • • Incident reports
  • • Training records

Quality Assurance

ISO 9001 quality management

  • • Process control records
  • • Inspection results
  • • Corrective actions

Operational Reports

Performance Analytics

Efficiency and productivity metrics

  • • Completion times
  • • Bottleneck analysis
  • • Trend identification

Machine History

Equipment-specific documentation

  • • Maintenance records
  • • Setup procedures
  • • Issue tracking

Operator Performance

Individual and team metrics

  • • Completion rates
  • • Time efficiency
  • • Training status

How to Generate Reports

1

Navigate to Reports

Go to Checklists → Reports or use the Reports button on the dashboard

[Screenshot: Reports Dashboard]

2

Configure Report Parameters

  • Report Type: Select from compliance, operational, or custom
  • Date Range: Last week, month, quarter, year, or custom
  • Filters: By machine, operator, template, or department
  • Format: PDF, Excel, CSV, or HTML
  • Include: Photos, signatures, detailed notes
3

Generate & Export

Click "Generate Report" to create your document:

PDF Export

Professional format with branding

Excel Export

Data analysis and manipulation

Email Delivery

Send directly to stakeholders

Schedule Reports

Automated recurring delivery

Analytics Dashboard

98.5%

Compliance Rate

↑ 2.3% from last month

1,247

Checklists Completed

This quarter

18 min

Avg Completion Time

↓ 12% improvement

3

Open Issues

Requires attention

Key Insights This Month

Best Performer: John Smith - 100% completion rate

Time Saved: 42 hours through digital checklists

Common Issue: Coolant levels (8 occurrences)

Trend: 15% faster startup procedures

Automated Reporting

Scheduled Reports

Set up automatic report generation and delivery:

  • Daily Summary

    End-of-day completion status

  • Weekly Analytics

    Performance trends and issues

  • Monthly Compliance

    Full audit documentation

  • Quarterly Review

    Strategic insights and recommendations

Alert Notifications

Automatic alerts for compliance issues:

  • Critical Non-Compliance

    Immediate notification to managers

  • Overdue Checklists

    Reminder after deadline passes

  • Trend Alerts

    Negative patterns detected

  • Audit Preparation

    Pre-audit readiness check

Best Practices for Compliance Success

  • 1. Complete Every Field: Blank fields can fail audits
  • 2. Document Deviations: Explain any non-standard procedures
  • 3. Regular Reviews: Monthly compliance checks
  • 4. Training Records: Keep operator certifications current
  • 5. Photo Documentation: Visual evidence for critical steps
  • 6. Backup Regularly: Export records monthly
  • 7. Version Control: Track template changes
  • 8. Continuous Improvement: Update based on findings

Sample Report

Sample Compliance Report

[Screenshot: PDF report showing compliance summary, detailed records, and signatures]

Download Sample Report

Ready for Your Next Audit?

ProBitManager ensures you're always audit-ready with complete documentation, real-time compliance tracking, and professional reports.