Introduction
This document outlines the new functionality added to the Onsite Safety in the 3rd release of 2019.
Organisations can validate their own compliance
When they are viewing the organisations perspective there is now an additional tile Compliance Validation. When they select the tile they see all the mandatory compliance items their staff have uploaded, which have not been validated.
When they click on the item they can view the item and Approve or Reject it.
When they click on Approve the user will see the following message;
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Project Specific Compliance Management (PSCM)
There is now the ability to define compliance at a project level. This will allow you for example to specify that any subcontractors must supply a Safe Work Method Statement (SWMS) for each project that they are working on.
Project Specific Compliance Management (PSCM)
If you want a detailed understanding of the changes that have been made see the links below.
- A new PCSM preference which is set in the Platform web application.
- The ability to set specific compliance requirements for projects.
- The ability to add compliance items to a project.
- Updating project specific compliance items.
- Compliance validation for project specific compliance items.
New PSCM preference
There is a new preference available on the Platform which allows you to define whether project specific compliance items will be created automatically when PO's are loaded via integration. This allows the setting of compliance at a project level.
You will need to be viewing the Company / Onsite Safety Licensee Perspective to see the Administration menu.
Defining compliance requirements for projects
The Administration / Compliance Requirements screen now has an option to specify by role what is required at a project level.
In the example below you can see that Project has been selected and the role of Platform Vendor/Subcontractor chosen.
Adding Project Specific Compliance Items
In the Resources / Projects screen there is a new Project Compliance accordion. You can manually add project specific compliance items here.
When you click on the Add Project Compliance button the Add Project Compliance screen is displayed;
You can specify a person or an organisation who the compliance item will be raised against. When Add is selected the item will be added to the accordion;
Updating Project Compliance
- Log in and change to the correct perspective. In this example the compliance item has been raised against the organisation.
- Open the My Safety / Compliance screen.
- Select Project.
- Click on the item and the item and the Add Project Compliance screen will open.
- Enter a document number. If this is the first time it has been submitted enter 1.
- Browse and select the document. You can also drag and drop the document into the attachments dialog.
- Click on the Add button at the bottom of the screen.
The compliance item will then be displayed as green indicating that you have fulfilled your requirements.
Compliance Validation
To see and verify project-specific items;
- Open Activities / Compliance Vallidation.
- Select Project.
- Click on the Compliance item.
- You can view the document by clicking on the link.
- When you have reviewed the document you can either Approve or Reject it.
If the item is rejected the contact will have to resubmit it.
Click here to see an article on using the Project Specific Compliance Management
Ability to add a task to a project without an incident
Previously to raise a task against a project it had to be done against an incident. A new Tasks accordion has been added to the Project page which allows for the creation of tasks independent of incidents.
Add Staff accordion to Compliance Check and View Contact pages
You can now view the staff linked to an organisation when doing a compliance check.
The staff accordion is also available in the My Contacts screen when viewing the organisation.
You will need to be in the Company Perspective to view staff in this screen
Additional Content for incident management
The options Injury Location and Injury Class are now available when the Incident Type is Death.
Pre-fill profile details of invited staff with organisations details.
When a worker/staff member registers for Safety the Profession / Working For / Work Areas fields are pre-filled with the same information as was entered when the organisation registered.
The user can change this if required.
Invitation Emails to have Safety Registration Link
When a person receives an email to register for Safety they are taken to the Safety portal as opposed to the platform
