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Environmental & Risk Management / Environmental Health & Safety / Overview

Environmental Health & Safety: Application Overview

The EH&S application provides a comprehensive solution to the problem of efficiently managing all aspects of an enterprise-wide safety program.

Corporate safety officers use the application to:

• schedule and assign training to employees
• manage the delivery and use of PPE
• monitor incident-related and routine medical issues for employees
• document prohibitions (workplace restrictions) from an employee performing certain tasks, such as being prevented from lifting heavy objects after a surgery
• track workplace mishaps (incidents) that occur.
  • Document the specifics of the incident, including root cause, injury, witnesses statements, lost work days, and short-term and long-term corrective actions.
  • If the response to the incident requires additional training, PPE, or medical monitoring for employees, safety officers can document these requirements, link them items to the incident, and manage these requirements as part of the overall safety program.

Company employees can use the role-based system to access their personal safety-related information. This encourages employees to take responsibility for their safety program, including the required training and medical exams, as well as renewing PPE according to schedule.

Concepts

Methods of Assigning Safety Program Requirements to Employees

Establishing Notification for Safety Officers

Scheduling Routine

Notifying Employees about Upcoming Safety Requirements

Typical Workflow

The following is a typical workflow for getting started with the EH&S application.

Step 1: A business process owner or safety officer provides background information about the facility, as well as the site's safety practices.

1. General Facility Information
2. Work Categories
3. Personal Protective Equipment Types (PPE)
4. Training Programs
5. Medical Monitoring
6. Incident-Related Data
7. Work Restrictions
8. Safety Officers (Work Roles)
9. Application Parameters (control the application's behavior)
10. Document Library (for safety-related documents)
11. Problem Types for Service Requests

Step 2: A safety officer establishes work categories for broad assignment, and assigns the safety program components to employees in bulk.

You can associate individual employees with the specific elements of the safety program according to the employee's work categories.

1. Establish work categories that define the required PPE, medical monitoring, and training for a particular type of job.
2. Assign work categories and their associated PPE, medical monitor, and training to employees.
3. Assign a work category's safety program requirements to the specific employees of each work category.

• Schedule Estimated PPE Delivery for an Employee via Work Category
• Schedule Medical Monitoring for an Employee via Work Category
• Schedule Training for an Employee via Work Category

Step 3: A safety officer assigns individual safety program components to employees.

You may have situations in which you need to assign training, PPE, and medical monitoring to specific employees, separate from the broad assignments made by work categories (in step 2 above). You may also need to assign work restrictions to specific employees.

1. Training
2. Personal protective equipment
3. Medical monitoring
4. Work restrictions

Step 4: As employees meet safety program requirements, the safety officer updates the system with details of the event.

1. Training
2. Personal protective equipment
3. Medical monitoring

Employees are notified of their upcoming safety program requirements using the EH&S notification system.

Ongoing: For any the general safety requirements, as well as the specific execution of these requirements, you can upload supporting documents to the document library system; for example, you might upload a medical report, training guide, or signed receipt of PPE. You can view these documents in conjunction with their related records, or view all safety-related documents at once using the Document Library. With the document library feature, you can do the following. See Document Library (Overview) for more information.

• Upload a document
• View a document.
• Edit information about a document.
• Check out, edit, lock, or unlock a document

Ongoing: When workplace incidents do occur, a safety officers documents them.

Depending on the nature of the incident and practices at your site, the safety officer may do the following:

1. Enter a Workplace Incident

• Incident Details
  • Show the location of the incident on a floor plan drawing
  • Incident Information for a Non-Employee
• Incident Medical Information
• Incident Location Information
• Incident Response
• Employee-Specific Response to an Incident (required training, PPE, work restrictions, and medical monitoring)
• Track Incident Witness

2. Upload documents that pertain to the incident. The system will automatically add them to the document library. See Document Library (Overview) for information.
3. Generate a Word document of your incident information
4. Generate a service request to follow up on an incident
5. Copy the incident data to create a new incident. This is handy if multiple employees are involved in the same incident.

If your site has implemented the ARCHIBUS Incident Reporting mobile app, employees and safety officers can enter workplace incidents directly from their mobile devices. When these users sync their devices, the safety officer can review the data and add more details as necessary.

Ongoing: Employees self-review their safety information and report workplace incidents.

Employees and other occasional users can report workplace incidents that they witness or are involved with. Once the employee creates the incident, the system notifies the safety officer who can monitor the situation and add further details as events unfold. See:

• Report Incident task (Occasional User)
• Establishing Notification for Safety Officers

Employees can view their personal safety information:

• Training, PPE Types and Medical Monitoring assignments
• Incident history and details
• Assigned work restrictions

Ongoing: A safety officer analyzes the safety program.

A safety officer can review specifics as well as spot trends with these reports: 

• Operational Reports
• Management Reports
• OSHA Accident Report, Form 301
• Incidents Map
• Incidents Count