The Reports

Compare the features of the Screening Report and the Ergonomic Report.

Feature Screening Report Ergonomic Report
Purpose Proactive Screening In-Person Visit Reporting
Email notification of survey availability sent to Employee to be screened Ergonomist/Evaluator
Report sent to Ergonomist/Evaluator Ergonomist/Evaluator
Survey completed by Employee as a Self-Evaluation Ergonomist/Evaluator during or immediately after an In-Person Visit
Results sent to Ergonomist/Evaluator Ergonomist/Evaluator
Report color coded  
Includes Ergonomist Summary  
Includes option for equipment recommendations, picture, measurements, and custom documentation  
Logo upload option
Documents issues and recommendations
Custom metrics, recommendations, and photos can be added  
Sample Report Click here to view (212 KB) Click here to view (563 KB)

3 Evaluation Models

1 Self-Survey 2 Screening Report

Survey access is emailed to the employee for independent completion

Survey results are emailed to the ergonomist


Sample Screening Report

  • Independent ergonomists expand their business by reaching more customers. Ergonomists provide a valuable service by providing a quick review of an automated assessment at a low fee. Higher risk employees are identified for referral or in-person visit.
  • In-house ergonomists, Risk Managers, and Safety Officers reach more employees efficiently and cost effectively. Proactively identifying risk saves time and money by focusing resources on higher risk employees that are otherwise unidentified.
1 Ergonomist Visit 2 Ergonomic Report

Ergonomist completes the survey and summary in session or later

Executive Ergonomic Report is generated automatically and emailed to the ergonomist


Sample Ergonomic Report

  • The ergonomist uses the software during or immediately after an evaluation. The ergonomists can leave the session with a completed report.
  • Ergonomists can follow the methodology embedded in the survey, or complete sections according to their own methodology.
  • Reports fulfill all the documentation needs for a complete professional ergonomic report ready for submission to the customer.
1 Self-Survey   2 Screening Report 3 Ergonomist Visit 4 Ergonomic Report

Survey access is emailed to the employee for independent completion

Risk Level and Survey results are emailed to the ergonomist

Ergonomist prioritizes in- person visits if needed


Sample Screening Report

Ergonomist completes the summary in session or later

Executive Ergonomic Report is generated automatically and emailed to the ergonomist


Sample Ergonomic Report

  • The first product received is the Screening Report which allows the ergonomist to prioritize and follow up if needed.
  • The second product is the Ergonomic Report - a complete professional ergonomic report ready for submission to the customer.
  • Client Management assists prioritization, tracking, and follow up.

Client Management Highlights

Evaluations are stored for later retrieval

Evaluations can be accessed at a later date.  Multiple evaluations for the same client are kept in a history.

Quick and easy risk review for prioritization

Focus time and resources on high risk clients.  Discomfort levels and perceived relationship to work is highlighted on the primary Client Management screen.

Records can be managed with sorting and filtering

Filter by location and/or by the Evaluation Status.  Sorting can be done by any column heading.  For example, place all clients in order of evaluation status, discomfort level, company, or custom field.

Customized Field for Internal Tracking

The Custom Field is defined by the Account Administrator.  Examples of use might be: equipment order status, client change of work status, or billing/payment status.

Quick notes field

Notes create a client history.  Track equipment order status, appointments, client work status, and follow up.

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