Running Start to Integrated Risk Management

Transcription

1 Running Start to Integrated Risk Management

2 In the course of every organization s day-to-day operations, events sometimes occur that disrupt business, cause harm to employees, damage the environment or have other negative consequences. Although some events are uncontrollable, preventing avoidable incidents and effectively preparing for unavoidable ones is extremely important to the success of any business. In order to minimize the risk of such incidents, and to improve outcomes when they do, it is critical that a system of accurate preparation, response and reporting be put into place. Environmental Health & Safety implementations need not be expensive. Sphera provides baseline setup packages to lay the blueprint of a best-in-class EHS program. Key features of our marquee SpheraCloudTM platform are packaged in four starter modules: Incident Management, Assessment Checklists & Audits, Management of Change and Training. Action tracking, analytics, mobile interface and multilanguage packs are bundled with baseline packages. 99% uptime Multiplatform support 24/7 total support access from any browser and highly secure cloud storage for your data (including mobile) so you can manage risk anywhere and anytime by telephone, online or as standard, so we re always here to help Deploy, Test and Scale 2

3 SpheraCloudTM is built on the knowledge gained over more than 30 years of experience providing solutions for the world s largest companies in the most complex industries. These best-of-breed capabilities improve employee safety, manage regulatory reporting of incidents and improve risk management across your firm. Streamlined project implementation artifacts (project plans, design documents, configuration workbooks, test plans, end-user and power-user training materials) Standard reports and dashboards Fixed price Fast implementations Prepackaged testing, training and deployment services based on industry standardized materials Feedback on data import templates Prebuilt configurations built on Sphera s extensive knowledge of the industry Cloud-based, mobile-ready and modern solutions Engagement Accountability Work Hours Leading Indicators Reporting Action Tracking Mobile Fast Deployment Smart UI Lean Technology Benchmarking Lessons Learned Multilingual (14 languages) g nin lan dp an re ltu Cu Inc ide nt Ma na ge me nt Sphera clients benefit from: Assessment Checklists Audits Management of Change (MOC) Training Reporting and Analytics 3

4 Incident Management The SpheraCloud core product for Incident Management provides a comprehensive reporting and workflow design based on best practice and regulatory reporting standards. The SpheraCloud core product also provides clients the ability to capture initial incident details, classify incident types and severities, conduct investigations and root cause analysis, allocate corrective and preventive actions, and report on standard key performance indicators and regulatory reports such as OSHA (300, 300A, and 301 log reports). Packaged Configurations Two Flavors Standard Configuration 1 first report of event form with mobility Anonymous first report 9 consequence forms 1 investigation form 1 workflow with 3 core steps: Initial Report, Review, Investigation (with approvals, rejections) Action tracking Lessons learned Work-hour entry OSHA logs Standard reports Advanced Configuration Addition of Risk Matrix for potential risk that drives workflows for subject-matter expert consequence completion and investigation Addition of Advanced Analytics report and dashboard Incident Business Process & Workflow Other Workflows 1. Investigation business process & workflow 2. Consequence business process & workflow 3. Action item business process & workflow 4. Lessons learned business process & workflow 4

5 Rich Repository of Incident Reports Tabular Incident Report - a tabular report that will return a row for each incident created. Incident Trends Report - a chart & table report that will return the number of incidents grouped by a selected time period. View Incidents by Hour of the Day - a chart & table report that will return the number of incidents grouped by the hour the incident occurred. View Incidents by Day of Week - a chart & table report that will return the number of incidents grouped by the day of the week that the incident occurred. Time Taken to Record Incidents - a chart & table report that will return the number of incidents grouped by the number of days it took to capture the incident. X Axis Report - a chart & table report that will return the number of incidents grouped by the parameter selected (dates, locations, incident classification, etc.). Incidents by Injured Body Part - a chart & table report that will return the number of incidents grouped by injured body parts. Number of Working Days Lost - a chart & table report that will return the number of working days lost calculated for incidents grouped by a selected time period. Body Map Report - a diagram & table report that will return the number of incidents grouped by the injured body parts. Time Taken to Complete an Investigation - a chart & table report that will return the number of investigations completed grouped by the number of days it took to complete the investigation. View Incident Frequency vs. Monthly Value - a chart & table report that will return incident frequency based on the ratio selected and the number of hours worked grouped by a selected time period. OSHA Logs Days Since Last LTI/MD by location - a chart & table report that will return the number of days since a lost time injury (LTI) and/or modified duties (MD) incident occurred at a location. 5

6 Assessments and Audits The SpheraCloud core product offering for Audit & Inspection Management provides a framework for data capture and workflow, based on standard Audit process design. As content and event topics within Audits & Inspections vary, SpheraCloud uses a template that comprises multiple elements of an Audit Form, so that the questions can be plugged into this process. Packaged Configurations Two Flavors Standard Configuration Applies to nonmechanical, nonequipment types of changes such as: Document Changes, Procedure Changes, Personnel Changes, Regulatory Changes, etc. 20 prescreen (Evaluation) checklist items 50 pre-startup safety review (PSSR) items 20 post-startup (PSR) items MOC-specific actions Advanced Configuration Used for mechanical / equipment changes Emergency / temporary change request process Ability to assign discipline subject-matter experts to evaluation Client-configurable checklists Addition of advanced analytics report and dashboard Lessons learned Standard reports Audit Business Process & Workflow 6

7 Other Workflows 1. Checklist assessment business process & workflow 2. Action item business process & workflow 3. Lessons learned business process & workflow Assessment and Audit Reports View All Assessment/Inspections - a row for each assessment/inspection created at a site the user has access to. Assessment Score by Section - a tabular report that will return a row for each completed assessment/ inspection showing the compliance score/percentage for each section of the assessment/inspection. Assessments/Inspections Completed Over Time - a chart & table report that will return the number of completed assessments/inspection grouped by a selected time period. Assessments/Inspections Completed by Location - a chart & table report that will return the number of completed assessments/inspections grouped by the site that completed the inspection/audit. Last time Assessments/Inspections Completed - a tabular report that will return a row for each completed assessment/inspection showing the compliance score/percentage for each section of the assessment/ inspection. 7

8 Training The SpheraCloud core product offering for Training & Competencies enables organizations to track and manage certifications, and end-to-end training requirements for employees and contractors. One key aspect of the training module includes a configurable Training Matrix, which provides a framework for assigning users, by role, group and job function, as mandatory, recommended or optional training as required by identified training categories. Admins can also utilize the course management tool, which has the capability to build and schedule training courses, manage course users and evaluate the final results and performance of attendees. Packaged Configurations Two Flavors Standard Configuration Training matrix Track course completion Action tracking Standard reports Advanced Configuration Addition of course content with course selection and identification of training leaders, date & location Advanced analytics report/dashboard Training Business Process & Workflow 8

9 Training Reports View all training records (tabular report) - a tabular report that will return a row for each training record (with filter and search functionality) Course requirements - Training needs analysis - TNA - Training planning report graphical and tabular report showing how many employees need to be trained and when, per type of training enabling organizations to manage training plans Advanced Option Standard Reports Courses by Location courses scheduled by area Course nonattendance report the number of people who did not attend training courses Custom tabular courses report - a tabular report that will return a row for each training course (with filter and search functionality) Training hours over time number of people trained per chosen period e.g. month, week, year Number of people trained by department - number of people trained per chosen area (location) Number of people trained by type number of people trained per type of training 9

10 Management of Change The Management of Change (MOC) process is used to define, approve, execute and communicate changes within the organization. A simple MOC business process can be used for things like organizational changes, document changes, etc. For facilities that are governed by process safety management regulations, the Advanced configuration allows for the typical OSHA-regulated MOC process required for higher-risk mechanical and equipment change. Packaged Configurations Two Flavors Standard Configuration Training matrix Track course completion Action tracking Standard reports Advanced Configuration Addition of course content with course selection and identification of training leaders, date & location. Advanced analytics report/dashboard Business Process & Workflow for Standard MOC 10

11 MOC Standard Reports Tabular MOC Report - a tabular report that will return a row for each MOC record Ability for users to select the columns of data they want to see in the reports Ability to filter data, e.g. by date range / location / category Business Process & Workflow for Advanced MOC 11

12 About Sphera Sphera is the largest global provider of Integrated Risk Management software and information services with a focus on Environmental Health & Safety (EHS), Operational Risk and Product Stewardship. For more than 30 years, Sphera has advanced Operational Excellence by serving more than 3,000 customers and over 1 million individual users across 70-plus countries to create a safer, more sustainable and productive world. For more information contact Carrie Young cyoung@sphera.com or Ruby Kahlon rkahlon@sphera.com 2018 Sphera. All Rights Reserved.