SafetyNet: Dashboard, Goals & Alerts (2013)
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SafetyNet: Dashboard, Goals & Alerts (2013)

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An overview of how to use goals and alerts in SafetyNet from Predictive Solutions. This presentation also highlights how to make better use of your Dashboard.

An overview of how to use goals and alerts in SafetyNet from Predictive Solutions. This presentation also highlights how to make better use of your Dashboard.

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  • How do I find Goals in Predictive Solutions <br />
  • Goal Metric type <br /> Number of Inspections: The number of inspections with at least one observation. <br /> Inspections: Average Days Between: The average number of days between inspections. <br /> Number of Observations: The number of observations. <br /> Observations: With Comments (per inspection): The number of observations with comments. <br /> Safe Obs (% of total): The percent of safe observations compared to total number of observations. <br /> Unsafe Obs (total): The total number of unsafe observations. <br /> Unsafe Obs (per inspection): The number of unsafe observations per inspection. <br /> Unsafe Obs: Resolved Within 48 Hours (% of total): The percent of unsafe observations resolved within 48 hours. <br /> Unsafe Obs: per inspection by Category: The number of unsafe observations in the housekeeping category per inspection. <br /> Unsafe Obs: Severity &gt;= High (total): The total number of unsafe observations with high severity. <br /> Unsafe Obs: Severity &gt;= High (% of total): The percent of unsafe observations with high severity. <br /> Unsafe Obs: Severity &gt;= High (per inspection): The number of unsafe observations with high severity per inspection. <br /> Unsafe Obs: Severity &gt;= Moderate (total): The total number of unsafe observations with medium severity. <br /> Unsafe Obs: Severity &gt;= Moderate (% of total): The percent of unsafe observations with medium severity. <br /> Unsafe Obs: Severity &gt;= Moderate (per inspection): The number of unsafe observations with medium severity per inspection. <br /> Unsafe Obs Past Due Date: The number of unsafe observations which have passed their scheduled due date <br /> Incidents (total): The total number of incidents recorded in the incident reporting module. <br />
  • Need to explain all of these first!! <br /> Add/edit goals—key goal components <br /> Name and Recipients are pretty self-explanatory—briefly touch on here <br /> We will cover the remaining red-asterisked components in the slides that follow <br />
  • Goal Target—who/what is being measured <br /> Include notify Targets <br />
  • If an alert is sent, an email is generated <br /> The Severity determines how it is stacked on the Dashboard <br />
  • If an alert is sent, an email is generated <br />

SafetyNet: Dashboard, Goals & Alerts (2013) SafetyNet: Dashboard, Goals & Alerts (2013) Presentation Transcript

  • 1 Dashboards, Goals & Alerts Scott J. Falkowitz, OHST, CHST Process Improvement Leader
  • Agenda • Access the goal module • Review goal types & setup • Communication & Alerts • Case Examples 2
  • 3 Only Administrators have access to Manage Goals Feature Predictive Solutions Goals BP
  • 4 • Measurement Types  Per inspection  By total  % of Total • Moderate or greater Severity  Includes Medium, High & Life Threat observations Unsafe Observation (total): Use this metric to monitor total unsafe observations collected. Goal Type BP
  • Key Goal Components 5 No results = Goal was met
  • 6 • Identify Entity to be Evaluated • Narrow Target by Specific Selections Notify Targets: •Project •Inspector Target Setup
  • 7 Range Definition/Event Date Setup • Identify your measurement to evaluate • (% of Total): Range entered as Decimal – ex. 90% = 0.9 • When the (next) Evaluation occurs Set your benchmark; Review regularly Adjust as necessaryBP
  • 8 Evaluation Period/Frequency Setup – System Checks on Goal Progress • How often do you want updates? Minimize “Noise” to get results; think about how often to distribute notifications BP ● Goal Evaluation Time Period – Evaluate Goal for past: Days/weeks/months/ years
  • 9 Goal Severity Setup – Goal Significance – 3 color-coded Levels • Listed in order – Dashboard Alerts on Goal progress
  • 10 Evaluate Goal
  • 11 Evaluate Goal
  • 12 Dashboard Alert on Goals
  • Case Example – 1 – High % Safe 13 Finding safes is good. It helps us determine what we didn’t inspect. BP
  • Case 1 - Things to Consider – High % Safe • What does 100% safe normally tell us? – Checklist Issues – Training Deficiencies – Apprehension & Fear – Quotas • Culture – Reassess • Safety Truth 3 – Great opportunity for coaching 14
  • Case Example – 2 – Low Participation 15 After setting quantitative goals, coach the employees and give feedback. Analyze quality! BP
  • Case 2 – Things to Consider – Low Participation • Were the goals communicated? • What is driving this? – Inadequate checklist – Lack of feedback – Mismatched priorities – Absence of leadership – Failure to resolve • Engagement – Keep it in the forefront! 16
  • Case Example – 3 – Missing Comments 17 Comments for at-risks should always have a commentBP
  • Case 3 – Things to Consider – Missing Comments • What do comments do for BBS programs in general? – Document conversations for positive and at-risk behavior – Help manage a rewards/recognition program • What two benefits do comments provide for unsafes? – Provide the reader with a clear understanding of what was observed – Show interim corrective action for those items which are still open **Talk with the inspector to help them better understand the concern** 18
  • Case Example – 4 – Severity 19 The detail report can be used for severity calibrationBP
  • Case 4 – Things to Consider - Severity • What causes this? – People afraid that they will be questioned in a punitive manner – People afraid that it might get others in trouble – Not properly trained in the severity matrix – Don’t understand risk • What can you do? – Address the cultural issues by showing management support – Coach to Improve – Reinforce that finding unsafes is desirable – Publicize & reward identification correction as positive 20
  • Project Specific Visual Review 21 • Alert Window • At-Risk Observations w/o incident • Goal Progress Atomium 2 Atomium 0.0%
  • My Dashboard Review 22 • Alert Window • My Charts • My Reports • Zone Overview • Project Specific Info
  • Contractor Specific Review 23 Giant 0
  • Summary • Learn the features and functionality – Work with your P&T Lead • The dashboard provides a wealth of information • Expectations must be set and understood up front • The manage goals feature helps measure progress against expectation • Meeting AND missing goals should be acknowledged 24