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A new type of task, Perform HSEQ Observation,  has been added. This task allows the portal licensee's staff to perform some detailed checks on organisations who are working on their sites.

This task can only be added via a project in the tasks section.

The task is broken down into several sections;

1. Recording who was present.
2. Recording whether there were any unregistered staff onsite.
3. Ask a set of questions of the staff who were present.
4. Record the minutes of the meeting (E.G. a Toolbox Talk)

Creating the questions

The questions asked in a HSEQ observation uses an induction. There is now a new option for inductions, Allow Multiple Correct Answers? as there is not a specific correct answer to any of the questions.

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An example is shown below

You can create multiple Induction Item Groups

Image RemovedFirst you need to create a Group

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You then add questions to the Group by clicking on the Group link

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When you click on the Add a new item link you first enter the title of the itemImage Removed

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Enter the title for the item

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When you click on the link to the question the following screen is displayed;

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You then add the question and answers.

When you have added all the required questions go back to the main induction screen by clicking on the link indicated below;

Then click on the Publish Draft button and then Publish Draft

You will then see the following message;

Adding a HSEQ Observation

You add HSEQ Observation tasks in the project screen of the project where you are doing the observation. There are two new buttons in the Tasks accordion;

The Record Compliance Check just allows you to do a standard compliance check.

When you click on the Perform HSEQ Observation button the following screen is displayed;

1. The Task Class / Task Type are set automatically and cannot be changed.
2. Enter the Organisation that the observation is being performed on.
3. Choose the Question Group that you want to use for the observation.
4. Complete the title for the observation.
5. Complete the description for the observation.
6. Set the person who the observation is assigned to.
7. Click on Save

When you click on Save you will then be shown the new HSEQ Observation task screen.

Performing the HSEQ Observation

The HSEQ task is broken down into 3 main areas;

Attendees

The Attendees section is used to record all the organisation's staff who were present. It will show all the registered staff. When you click on the Manage Attendees button the following screen is displayed;

You click in the boxes of all registered staff. You can record the names and email addresses of any staff who were not registered in the box below.

Questions

When you click on the Manage Questions you can then supply the answers to the questions.

Record Minutes of Meeting

If the person performing the observation has a health and safety discussion with the attendees the minutes can be recorded. When you click on the Add Topic button you can then record the details of the topics discussed.

You can record as many topics as required

If required you can raise Subtask's against the Observation task