OMNI — Task Templates

Active Templates

10

7 recurring · 3 process

Paused

1

Temporarily disabled

Tasks Created (30d)

31

23 recurring · 8 process

Next Scheduled

Apr 1

Tier 2 Submission (3 locations)

All Templates 11

Recurring 8

Process 3

Template Name	Type	PSM Element	Schedule / Trigger	Assigned Role	Approval	Status
Annual SDS Review	Recurring	Process Safety Info	Annual — Jan 15	PSM Coordinator	Safety Mgr	Active
Tier 2 Submission	Recurring	Process Safety Info	Annual — Mar 1	Safety Manager	Plant Mgr	Active
PSM Refresher Training	Recurring	Training	Annual — Feb 1	All Operators	PSM Coord	Active
Incident Investigation — 30-Day Follow-Up	Process	Incident Investigation	On creation · 30 day delay	Site Supervisor	Safety Mgr	Active
Emergency Action Plan Review	Recurring	Emergency Planning	Annual — Apr 1	Safety Manager	Plant Mgr	Active
MOC — Pre-Startup Safety Review Checklist	Process	Management of Change	On creation · No delay	PSM Coordinator	Plant Mgr	Active
Ammonia Detector Calibration	Recurring	Mechanical Integrity	Quarterly	Maint. Tech	Maint. Mgr	Active
Relief Valve Inspection	Recurring	Mechanical Integrity	Semi-annual	Maint. Mgr	Safety Mgr	Active
PHA — Revalidation Reminder (5-Year)	Process	Process Hazard Analysis	On creation · 1825 day delay	Safety Manager	Plant Mgr	Active
Operating Procedures Review	Recurring	Operating Procedures	Annual — May 1	PSM Coordinator	Safety Mgr	Active
3-Year Compliance Audit	Recurring	Compliance Audits	Every 3 years	Safety Manager	Plant Mgr	Paused

New Task Template

Template Type

Recurring

Runs on a schedule — annual, quarterly, monthly. Not tied to a specific process.

Process Task

Auto-created every time a specific process is initiated — incident investigation, MOC, PHA, etc.

Basics

Template Name

Description / Instructions

PSM Element

Default Priority

Schedule

Frequency

Due Month

Due Day

Call Horizon

Task is created and assignee notified this far ahead of the due date

Business Days Only?

Scope

Task Scope

Per Location creates a separate task assigned to the role holder at each location

Process Trigger

Which process triggers this task?

How it works: Every time a new instance of the selected process is created in OMNI, this task will be automatically generated and assigned to the specified role at the same location as the process.

Delay after process creation

Due date

How long the assignee has to complete the task once it's created

Assignment

Assigned Role

The person in this role at the relevant location will receive the task

Fallback Role (if primary is vacant)

Completion & Approval

Require Approval

A reviewer must approve the completed task before it's closed

Reviewer Role

This role reviews and approves the task once marked complete

Require Evidence on Completion

Assignee must upload at least one file or photo

Require Completion Notes

Assignee must write a summary of what was done

Overdue Escalation

What happens when the task passes its due date

1

day(s) overdue →

2

day(s) overdue →+ elevate to

3

day(s) overdue →+ elevate to

Add escalation tier

Notifications

Email on Task Creation

Assignee gets an email when the task is created

Due Date Reminders

Reminders at 7 days, 3 days, and 1 day before due

Include in Weekly Summary

Appears in the periodic email digest sent to managers