Use it in four steps
- Define the review scope and period.
- Record each verified event and immediate control.
- Set proportionate coaching and follow-up actions.
- Generate, review, save, export, or print the follow-up.
Coaching control: record verified facts and procedure references. This tool supports coaching, competency follow-up, and trend review; it is not a disciplinary finding and should not replace HR, compliance, surveillance, or formal incident procedures.