OpSUITE v6.0 FlexiLOG, Shift Roster, EMM and IntelliPERMIT Features

SMART Summit 2013 11

OpSUITE v6.0 FlexiLOG, Shift Roster, EMM and IntelliPERMIT Features

Henry BoshoffPrincipal Consultant

SMART Summit 2013 2

Session Objectives

• Describe current state of development• Educate on new features


FlexiLOG

• Business Rules• Enhanced Data Grid


IntelliPERMIT• Copy Isolation Procedures between Units• Create Isolation Procedure from Permit


IntelliPERMIT• Modifications to Isolation Procedure Management Screen • Edit Isolations Screen


IntelliPERMIT

• Enhancement to functional location unit filter • Permit Priority • Email copy of permit


IntelliPERMIT16 new business rules:• Control isolation witness signatures (#40, #42, #43, #44)

• Suspension of multiple permits (#33)

• Warn of expiring competencies (#38)

• Hold points for exceptions (#32)

• Enforce isolation procedures (#35, #36, #40, #41, #42, #44, # 51, # 52, # 53)

• Reviewing and editing permits (# 37, # 45, # 47)

• Master/slave permit relationships (#37, #46)

• Rules that pair/separate signatures (#34, #39, #48)

• Notifications (#50)

• Integration (#54)

SMART Summit 2013 8

Shift Roster• Planning of shift work• Adequate coverage of all positions/roles by competent persons• Access to “Fall back” rosters eg “A Shift Off”

• Visibility on the current shift teams• See which individuals are currently filling a role

• Record keeping• John Doe (qualified operator), B Shift, Unit 2 Controller, 2013/04/01, Night

Shift)

• Leave planning• NOTE: This is NOT a leave application and authorisation system

SMART Summit 2013 9

Shift Roster Calender


Shift Roster Report

Colour-coded activities

Number of schedule conflicts for this user

Colour-coded weekends and public holidays

Role/Position


User Schedule – Week View


User Schedule – Month View


“The Big Picture”• Teams, Members, Roles, Activities, Patterns &

RulesConfiguration

(once)

• Link roles and units, set period and processProcess Roster

(annual)

• Define and allocate competencies• Assignment of roles

Populate Roster(continuous)

• User schedule• Reports

View (on demand)


Key Concepts - ActivitiesAn activity is the work assigned to a person for a specified period of

time. For example, “Morning Shift” is the period from 06:00 to 14:00.Activities are typically represented by short codes and colours.

Activity Period Code

Morning Shift 06:00-14:00 M

Afternoon Shift 14:00-22:00 A

Night Shift 22:00-06:00 N

Off 00:00-23:59 O

Leave 00:00-23:59 L

Morning 12hour Shift 06:00-18:00 M12

Night 12hour Shift 08:00-06:00 N12

Training 00:00-23:59 T

Sick 00:00-23:59 S


Key Concepts – Teams and MembersA team is simply a group of persons. Teams are sometimes loosely

referred to as a “Shift”, short for “Shift Team”. An individual may belong to more than one team.

John A Shift

JaneA

ShiftB Shift


Click to add new row for this team/shift Drop-down only

includes users who are competent in this role

Colours change according to activity selected eg Morning/Afternoon/Night

Select role eg U1 operator etc

Populating the Shift Roster

Select activity from dropdown


Right-click to add a comment

Changing Multiple Days

Activity will only change if selected

All selected shifts will be allocated to this user


Validation

Select alternative roster pattern eg A Shift Off; B Shift Off etc.

Red indicates activity pattern is not meeting rules – yellow if names are missing. Click icon to view details of rules being broken


Right-click to add a comment

Comment indicator

Adding Comments


Benefits• Online access to shift roster information• Ensure that all shifts are covered by competent persons• Easily handle fall-back rosters• Maintain a history of who filled a role• Flexible


Changes to Electronic Shift Roster• View more than one role at the same

time (multi-select from dropdown)


Changes to Electronic Shift Roster• Adding comments to more than one row


Changes to Electronic Shift Roster• Rules reminders when

assigning users


Changes to Electronic Shift Roster• Quick User

Assignment


Electronic Meeting Minutes

• Function to delete scheduled meetings



• Allowing items to be captured without a target date



• Displaying the title of the item on the feedback tab• Order minute items by Priority


Thank you!Questions ?

Henry [email protected] Henry Boshoff

Documents

OpSUITE v6.0 FlexiLOG, Shift Roster, EMM and IntelliPERMIT Features