safetynet: dashboard, goals & alerts (2013)
TRANSCRIPT
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Dashboards, Goals & Alerts
Scott J. Falkowitz, OHST, CHSTProcess Improvement Leader
Agenda
• Access the goal module
• Review goal types & setup
• Communication & Alerts
• Case Examples
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Only Administrators have access to Manage Goals Feature
Predictive Solutions Goals
BP
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• Measurement Types Per inspection By total % of Total
• Moderate or greater Severity Includes Medium,
High & Life Threat observations
Unsafe Observation (total): Use this metric to monitor total unsafe observations collected.
Goal Type
BP
Key Goal Components
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No results = Goal was met
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• Identify Entity to be Evaluated
• Narrow Target by Specific Selections
Notify Targets:•Project•Inspector
Target Setup
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Range Definition/Event Date Setup
• Identify your measurement to evaluate
• (% of Total): Range entered as Decimal
– ex. 90% = 0.9
• When the (next) Evaluation occurs
Set your benchmark; Review regularlyAdjust as necessaryBP
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Evaluation Period/Frequency Setup
– System Checks on Goal Progress• How often do you want updates?
Minimize “Noise” to get results; think about how often to distribute
notifications
BP
● Goal Evaluation Time Period
– Evaluate Goal for past: Days/weeks/months/ years
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Goal Severity Setup
– Goal Significance– 3 color-coded Levels
• Listed in order
– Dashboard Alerts on Goal progress
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Evaluate Goal
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Evaluate Goal
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Dashboard Alert on Goals
Case Example – 1 – High % Safe
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Finding safes is good. It helps us determine what we didn’t inspect.
BP
Case 1 - Things to Consider – High % Safe
• What does 100% safe normally tell us?– Checklist Issues– Training Deficiencies– Apprehension & Fear– Quotas
• Culture– Reassess
• Safety Truth 3– Great opportunity for coaching
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Case Example – 2 – Low Participation
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After setting quantitative goals, coach the employees and give feedback.
Analyze quality!
BP
Case 2 – Things to Consider – Low Participation
• Were the goals communicated?
• What is driving this?– Inadequate checklist
– Lack of feedback
– Mismatched priorities
– Absence of leadership
– Failure to resolve
• Engagement – Keep it in the forefront!
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Case Example – 3 – Missing Comments
17Comments for at-risks should always
have a commentBP
Case 3 – Things to Consider – Missing Comments• What do comments do for BBS programs in general?
– Document conversations for positive and at-risk behavior
– Help manage a rewards/recognition program
• What two benefits do comments provide for unsafes?– Provide the reader with a clear understanding of what was observed
– Show interim corrective action for those items which are still open
**Talk with the inspector to help them better understand the concern**
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Case Example – 4 – Severity
19The detail report can be used for
severity calibrationBP
Case 4 – Things to Consider - Severity
• What causes this? – People afraid that they will be questioned in a punitive manner
– People afraid that it might get others in trouble
– Not properly trained in the severity matrix
– Don’t understand risk
• What can you do?– Address the cultural issues by showing management support
– Coach to Improve
– Reinforce that finding unsafes is desirable
– Publicize & reward identification correction as positive
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Project Specific Visual Review
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• Alert Window
• At-Risk Observations w/o incident
• Goal Progress
Atomium 2
Atomium 0.0%
My Dashboard Review
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• Alert Window
• My Charts
• My Reports
• Zone Overview
• Project Specific Info
Contractor Specific Review
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Giant 0
Summary
• Learn the features and functionality – Work with your P&T Lead
• The dashboard provides a wealth of information
• Expectations must be set and understood up front
• The manage goals feature helps measure progress against expectation
• Meeting AND missing goals should be acknowledged
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