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eCompliance Tutorial
eCompliance Tutorial
• This Tutorial will walk you through how to use the
eCompliance app
• Apple iPhone screen shots have been used for this
training but android screens inside the app should
look relatively the same
eCompliance Tutorial
• When to use eCompliance:
• To submit a JHA
• Tailgate talks
• To submit equipment pre-use inspections
• Workplace inspection reports (WIR)
• Fire extinguisher, first aid, spill kit, and eye wash inspection
• Worker / subcontractor observation
• New employee site orientation
• New Subcontractor site orientation
• Visitor orientation
• Incident investigation report
• Injury and Illness investigation report
• Near miss report
• Written warning
eCompliance Tutorial
• To begin using eCompliance:
• You will receive an email invitation to join
eCompliance. Follow the instructions in
the email
• Download the eCompliance app from the
app store or google play
• Click the eCompliance app on your phone
once downloaded
eCompliance Tutorial
• This is the first screen you will see when
opening up the eCompliance app
• Enter your email and password to login
• If prompted to allow notifications click
“allow”
• This is your home screen
• From here you can complete a form, or
view your action items
eCompliance Tutorial
• If you want to submit a form:
• Click the + NEW button
• Select what type of form you would
like to submit
• When completing a form, the header will
be the same across every type of form
• Here you fill out your:
• Project Number
• Project Name
• Client
• Project Manager
• Project Supervisor
• Project Health and Safety
Representative (if any)
eCompliance Tutorial
Equipment Pre-Use Inspection
• To submit an Equipment Pre-Use Inspection:
• In “forms” under the “Inspection” section click on the
equipment pre-use inspection
• Fill out the header of the inspection
• Enter the first day of the inspection week (Monday)
• Select the box beside the machine type you wish to
submit an inspection for
• Click the button and either select take photo or photo
gallery and submit the picture of each equipment pre-use
inspection
• Under the “signature” tab type in your name (click the
drop down option if it pops up)
• Sign your signature in the signature area provided
• When you are happy with your form, click Done and
submit for signoff or save draft if you wish to edit at a
later time
 Only one eCompliance report is required for all of a sites
Equipment Pre-Use Inspections
eCompliance Tutorial
JHA
• Submitting a JHA is quite similar as to submitting a
equipment pre-use inspection
• In “Forms” under the “Meetings” section click on Job
Hazard Analysis
• Fill out the header of the form
• Click Yes when asked if a JHA was completed
• Click the button and either select take photo or photo
gallery and submit a picture of both sides of the JHA
• Choose the date of the JHA you are submitting
• Under the “signature” tab type in your name (click the
drop down option if it pops up)
• Sign your signature in the signature area provided
• When you are happy with your form, click Done and
submit for signoff or save draft if you wish to edit at a
later time
eCompliance Tutorial
Tailgate Talk
• In “Forms” under the “Meetings” section click on the
tailgate talk you are wanting to deliver
• Fill out the header of the form
• Read the entire tailgate talk to your attendees and click each
box, checkmark, X or NA associated with each topic.
• Once you are done reading the tailgate talk
• Under the “attendees” tab type in your name (click the drop
down option if it pops up)
• Sign your signature in the signature area provided
• Have your attendees input their name and sign in the
signature area provided
• When you are happy with your form, click Done and submit
for signoff or save draft if you wish to edit at a later time
eCompliance Tutorial
• Submitting a tailgate talk is very similar to submitting:
• Workplace inspection reports (WIR)
• Fire extinguisher, first aid, spill kit, and eye wash inspection
• Worker / subcontractor observation
• New employee site orientation
• New Subcontractor site orientation
• Visitor orientation
• Incident investigation report
• Injury and Illness investigation report
• Near miss report
• Written warning
eCompliance Tutorial
Action Items
• Action items:
• When completing a form and there is an item that doesn’t meet
expectations you need to fail that item by clicking the X
• If you need someone else to help solve this failure, you need to assign
them an action item
• Click the to enter the action item menu
• Fill out the “Action required” with what needs to be remedied to have the
failed item pass
• Click the priority field to open the “Priority” menu, choose the priority to
automictically populate the “Due date” menu
• Click the “Allocate to” field to enter the persons name you with to allocate
this action item to
• Only PM’s, HS Manager, Supervisors and Lead hands should be
allocated action items
• Click Okay when you are complete your action item
• Action items once submitted will notify the person you have allocated the
action item to
• They will then have until the due date to remedy the issue
eCompliance Tutorial
Action Items
• Action items:
• If you allocate an action item:
• The person you allocated an item to will receive an email
and a notification on the eCompliance app stating that they
have been allocated an action item
• They will then accept the action item
• Once complete they will submit it
• You will need to go into your “Action items” and sign off on
the action item once it has been completed up to your
satisfaction
• If you are allocated an action item:
• You will receive an email and a notification on the
eCompliance app.
• Go into “Action items” and accept the allocation
• Once you have remedied the problem, submit the action
item for the allocator to sign off on
eCompliance Tutorial
• Other things to remember:
• The use of the camera and notes is very
important to a well done inspection/form
• A means that, that field is required to be
filled out
• Any inspection item that begins with ***
means that the item is legislated. Legislated
items must always be in place and in good
working order. If you come across a legislated
item that is missing or not in good order, you
must immediately correct that deficiency, and
work may have to stop until that deficiency is
fully corrected.
Thank You for your participation!
Training Test

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eCompliance Training Hawkins Contracting

  • 2. eCompliance Tutorial • This Tutorial will walk you through how to use the eCompliance app • Apple iPhone screen shots have been used for this training but android screens inside the app should look relatively the same
  • 3. eCompliance Tutorial • When to use eCompliance: • To submit a JHA • Tailgate talks • To submit equipment pre-use inspections • Workplace inspection reports (WIR) • Fire extinguisher, first aid, spill kit, and eye wash inspection • Worker / subcontractor observation • New employee site orientation • New Subcontractor site orientation • Visitor orientation • Incident investigation report • Injury and Illness investigation report • Near miss report • Written warning
  • 4. eCompliance Tutorial • To begin using eCompliance: • You will receive an email invitation to join eCompliance. Follow the instructions in the email • Download the eCompliance app from the app store or google play • Click the eCompliance app on your phone once downloaded
  • 5. eCompliance Tutorial • This is the first screen you will see when opening up the eCompliance app • Enter your email and password to login • If prompted to allow notifications click “allow” • This is your home screen • From here you can complete a form, or view your action items
  • 6. eCompliance Tutorial • If you want to submit a form: • Click the + NEW button • Select what type of form you would like to submit • When completing a form, the header will be the same across every type of form • Here you fill out your: • Project Number • Project Name • Client • Project Manager • Project Supervisor • Project Health and Safety Representative (if any)
  • 7. eCompliance Tutorial Equipment Pre-Use Inspection • To submit an Equipment Pre-Use Inspection: • In “forms” under the “Inspection” section click on the equipment pre-use inspection • Fill out the header of the inspection • Enter the first day of the inspection week (Monday) • Select the box beside the machine type you wish to submit an inspection for • Click the button and either select take photo or photo gallery and submit the picture of each equipment pre-use inspection • Under the “signature” tab type in your name (click the drop down option if it pops up) • Sign your signature in the signature area provided • When you are happy with your form, click Done and submit for signoff or save draft if you wish to edit at a later time  Only one eCompliance report is required for all of a sites Equipment Pre-Use Inspections
  • 8. eCompliance Tutorial JHA • Submitting a JHA is quite similar as to submitting a equipment pre-use inspection • In “Forms” under the “Meetings” section click on Job Hazard Analysis • Fill out the header of the form • Click Yes when asked if a JHA was completed • Click the button and either select take photo or photo gallery and submit a picture of both sides of the JHA • Choose the date of the JHA you are submitting • Under the “signature” tab type in your name (click the drop down option if it pops up) • Sign your signature in the signature area provided • When you are happy with your form, click Done and submit for signoff or save draft if you wish to edit at a later time
  • 9. eCompliance Tutorial Tailgate Talk • In “Forms” under the “Meetings” section click on the tailgate talk you are wanting to deliver • Fill out the header of the form • Read the entire tailgate talk to your attendees and click each box, checkmark, X or NA associated with each topic. • Once you are done reading the tailgate talk • Under the “attendees” tab type in your name (click the drop down option if it pops up) • Sign your signature in the signature area provided • Have your attendees input their name and sign in the signature area provided • When you are happy with your form, click Done and submit for signoff or save draft if you wish to edit at a later time
  • 10. eCompliance Tutorial • Submitting a tailgate talk is very similar to submitting: • Workplace inspection reports (WIR) • Fire extinguisher, first aid, spill kit, and eye wash inspection • Worker / subcontractor observation • New employee site orientation • New Subcontractor site orientation • Visitor orientation • Incident investigation report • Injury and Illness investigation report • Near miss report • Written warning
  • 11. eCompliance Tutorial Action Items • Action items: • When completing a form and there is an item that doesn’t meet expectations you need to fail that item by clicking the X • If you need someone else to help solve this failure, you need to assign them an action item • Click the to enter the action item menu • Fill out the “Action required” with what needs to be remedied to have the failed item pass • Click the priority field to open the “Priority” menu, choose the priority to automictically populate the “Due date” menu • Click the “Allocate to” field to enter the persons name you with to allocate this action item to • Only PM’s, HS Manager, Supervisors and Lead hands should be allocated action items • Click Okay when you are complete your action item • Action items once submitted will notify the person you have allocated the action item to • They will then have until the due date to remedy the issue
  • 12. eCompliance Tutorial Action Items • Action items: • If you allocate an action item: • The person you allocated an item to will receive an email and a notification on the eCompliance app stating that they have been allocated an action item • They will then accept the action item • Once complete they will submit it • You will need to go into your “Action items” and sign off on the action item once it has been completed up to your satisfaction • If you are allocated an action item: • You will receive an email and a notification on the eCompliance app. • Go into “Action items” and accept the allocation • Once you have remedied the problem, submit the action item for the allocator to sign off on
  • 13. eCompliance Tutorial • Other things to remember: • The use of the camera and notes is very important to a well done inspection/form • A means that, that field is required to be filled out • Any inspection item that begins with *** means that the item is legislated. Legislated items must always be in place and in good working order. If you come across a legislated item that is missing or not in good order, you must immediately correct that deficiency, and work may have to stop until that deficiency is fully corrected.
  • 14. Thank You for your participation! Training Test