Summary
In short
- A performance indicator report is a review used in KnowComply that reports the leading and lagging indicators for the management system over a period. It is built against ISO 45001 cl.9.1 and forms part of the Management System Governance programme.
- Run monthly or quarterly. Compiled by the compliance lead.
- The template holds 59 fields across 6 sections.
- Scoring is indicator dashboard, where mixed.
- ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
- It connects to the rest of the library: links Objectives, Site.
What it is
What it is
What is a performance indicator report?
A performance indicator report is a review used in KnowComply that reports the leading and lagging indicators for the management system over a period. It is built against ISO 45001 cl.9.1 and forms part of the Management System Governance programme.
When is a performance indicator report completed?
A performance indicator report is completed at the review interval, and after any trigger event. Run monthly or quarterly.
When to use it
When to use it, and when not to
This review is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this review covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form PIR-2026-000
- You are running the Management System Governance programme and this is one of its steps
- A linked record needs this one to exist: links objectives, site
Not for
- Management Review Record, which records the periodic review of the management system by senior leadership, covering performance, risks, resources and improvement.
- Management Review Action Log, which tracks the actions arising from management review through to closure.
- Context and Interested Parties Review, which reviews the internal and external issues affecting the organisation and the expectations of interested parties.
- Anything outside KnowComply, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 45001Occupational health and safety management systems
The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the performance indicator report template based on?+
It is built against ISO 45001 cl.9.1. ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the performance indicator report contain?+
There are 6 sections: header, safety indicators, quality and food safety indicators, other domains, action system health, interpretation. Together they hold 59 fields, 46 of which are required.
How often is a performance indicator report raised?+
A new record is raised at the review interval, and after any trigger event. Each one is given an ID in the form PIR-2026-000, so it can be traced and referenced from other records.
Which programme does the performance indicator report belong to?+
It is part of Management System Governance. One integrated system rather than four running in parallel and exhausting the same people.
How is a performance indicator report scored?+
Scoring is indicator dashboard. Mixed. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the performance indicator report template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the performance indicator report library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowComply — audit and governance. Audit programmes, legal register, management review, risk and certification.
Sources
Sources
- ISO 45001 — Occupational health and safety management systems
- ISO — International Organization for Standardization