EcofyxOperational area
Occupational safety
Ready-to-use application
Occupational safety and PPE
Track PPE delivery, returns and expiration dates, and record field-use audits.
What this template is designed to organize
Track PPE delivery, returns and expiration dates, and record field-use audits.
Connected structure
4 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
PPE delivery control
Key fields:
- Photo/proof of delivery
- Employee
- PPE delivered
- PPE approval certificate (CA) number
- PPE approval certificate (CA) expiration date
- Quantity delivered
- Return deadline
PPE return
Key fields:
- Employee
- PPE returned
- PPE approval certificate (CA) number
- Quantity returned
- PPE condition
- Notes
- Photo or evidence
PPE certificate expiration control
Key fields:
- Employee
- PPE
- PPE approval certificate (CA) number
- PPE approval certificate (CA) expiration date
- Notes
- Photo or screenshot of the PPE approval certificate (CA)
Field PPE-use audit
Key fields:
- Location/work front
- Audited employee
- PPE checked
- Guidance or notes
- Photo or evidence
How this template organizes the routine
Track PPE delivery, returns and expiration dates, and record field-use audits. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Track PPE deliveries, returns, items in possession and PPE certificate validity (CA) by employee.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Occupational safety and PPE
Track PPE deliveries, returns, items in possession and PPE certificate validity (CA) by employee.
Available filters
StatusEmployee + PPEOwner
Visible dashboard columns
- Employee
- PPE
- Quantity
- PPE certificate validity (CA)
- Due date
- Owner
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
PPE deliveries this month
Quantity delivered
Returns this month
Expired PPE approval certificates (CA)
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Record PPE issuance
- Record PPE return
- Update PPE approval certificate (CA) expiration
- Conduct PPE usage audit
- Record new PPE issuance
- Record PPE return
Attention points
Check these alerts to identify records that may need follow-up.
- Expired PPE approval certificate (CA)
- Improper PPE use
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Occupational safety and PPE template for?
Track PPE delivery, returns and expiration dates, and record field-use audits.
Which forms are included in this template?
PPE delivery control, PPE return, PPE certificate expiration control, Field PPE-use audit.
How are records organized in Ecofyx?
Data is organized in the Occupational safety and PPE dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
The flow is internal; external participation uses an invitation or a restricted link.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Occupational safety and PPE
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.