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How do I use the Power BI Escalations & Actions Report?

The Escalations & Actions report helps you identify the most common and most serious issues being reported by frontline workers across your organization.

Written by Jake Landgraf
Updated yesterday


Answer

Use the Escalations & Actions report to identify the most common and most serious issues being reported by frontline users across your organization.

This report helps you:

  • identify top hazards and recurring issues

  • understand where escalations are happening most often

  • review how issues are trending over time

  • support training, controls, and corrective action planning

The report rolls up data across Groups and sites, so it is useful for broader operational, quality, and EHS review.

This report relies heavily on question-level tags. Tags allow ANVL to group similar questions across different workflows so issues can be analyzed together, even when the data comes from different workflow templates.

For example, if multiple workflows ask about PPE, consistent tagging allows PPE-related issues to roll up into one reporting view.


Steps

  1. Open the ANVL Power BI reports.

  2. Open the Escalations & Actions page.

  3. Apply filters as needed, such as:

    • Group / site

    • Workflow

    • Supervisor

    • User

    • Job Title

    • Escalation Type

  4. Review the escalation types included in the report:

    • Interventions — elevated risk or warning conditions that require follow-up

    • Flags / Concerns — issues explicitly raised by frontline users

    • Stops — serious hazards that prevent workflow continuation

  5. Start with the Top Question Tag Findings section.

    • Use this view to identify the most common issues across workflows

    • Look for recurring themes such as PPE issues, training gaps, or equipment concerns

    • Sort by frequency if needed

  6. Drill into the findings.

    • Select a finding to review the related workflows, users, and sites

    • Use this to move from high-level trends to the actual source records

  7. Review the Escalation Resolution Status section.

    • Use this to understand whether escalations are:

      • Open

      • In Review

      • Closed

    • This helps show whether issues are being worked and closed out over time

  8. Review the Escalations Over Time section.

    • Use this to see whether escalations are increasing or decreasing

    • Compare patterns across weeks or months

    • Break trends down by site, role, or user if needed

  9. Use the Raw Escalation Data table when you need detail.

    • Review the selected escalations in a table format

    • Export the data to Excel if deeper analysis or audit support is needed

  10. Use the report to support action.

  • start with Stops if you want to focus on the highest-risk issues first

  • use the tagged findings to identify recurring problem areas

  • drill into the source workflows before deciding on action

  • pair findings with training, follow-up, or corrective action planning

Additional Details

  • This report is strongest when workflow and question tags are configured consistently.

  • It is especially useful for leading indicator analysis and enterprise-level issue review.

  • The goal of this report is not just to count escalations, but to help you understand patterns, root causes, and where attention is needed most.


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