Post on 25-Feb-2016
description
transcript
SMART Summit 2013 11
OpSUITE v6.0 FlexiLOG, Shift Roster, EMM and IntelliPERMIT Features
Henry BoshoffPrincipal Consultant
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Session Objectives
• Describe current state of development• Educate on new features
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FlexiLOG
• Business Rules• Enhanced Data Grid
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IntelliPERMIT• Copy Isolation Procedures between Units• Create Isolation Procedure from Permit
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IntelliPERMIT• Modifications to Isolation Procedure Management Screen • Edit Isolations Screen
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IntelliPERMIT
• Enhancement to functional location unit filter • Permit Priority • Email copy of permit
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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)
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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
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Shift Roster Calender
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Shift Roster Report
Colour-coded activities
Number of schedule conflicts for this user
Colour-coded weekends and public holidays
Role/Position
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User Schedule – Week View
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User Schedule – Month View
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“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)
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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
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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
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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
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Right-click to add a comment
Changing Multiple Days
Activity will only change if selected
All selected shifts will be allocated to this user
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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
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Right-click to add a comment
Comment indicator
Adding Comments
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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
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Changes to Electronic Shift Roster• View more than one role at the same
time (multi-select from dropdown)
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Changes to Electronic Shift Roster• Adding comments to more than one row
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Changes to Electronic Shift Roster• Rules reminders when
assigning users
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Changes to Electronic Shift Roster• Quick User
Assignment
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Electronic Meeting Minutes
• Function to delete scheduled meetings
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Electronic Meeting Minutes
• Allowing items to be captured without a target date
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Electronic Meeting Minutes
• Displaying the title of the item on the feedback tab• Order minute items by Priority
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Thank you!Questions ?
Henry BoshoffHenry.Boshoff@adaptit.co.zaLinkedIn Henry Boshoff