Building a Safer and Healthier Workspace with JD Edwards Health, Safety and Environment ModuleObjective is to Prevent , Reduce Human & Material Loss that resultsIn creating Sustainable world

IntroductionMadhav Garikapati is a graduate Mechanical Engineer with a MBA(Operations) and is a Lead Architect with KPIT. With 25 years of hands on experience in Industry & Consulting, Madhav has managed many JD Edwards implementations in various consulting organizations. Apart from JD Edwards(MFG & Distribution),other certifications include Oracle Sales & Service Cloud

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KPIT JD Edwards Extended Solution Mapping

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User ProvisioningSocial ERPContextual collaboration

Employee OnboardingAutomates new hire orientation processes

Health & Safety Incident ManagementStreamlined, automated incident management process

Employee FinanceData &

Analytics SCM

AR Cash Receipt SolutionCapture, extraction and processing of checks and remittances

AP Invoice processing AutomationEnd to end automation from receipt to payment

iLink - Product Hub AdapterItems, BOMs, Organizations, Categories

Data Conversion FrameworkExtract load

Data Quality AcceleratorStandardize, match, govern, validate, correct, and repurpose JD Edwards Address Book Data ( Customer, Vendor, Product, Ship- To

Item Revision ControlItem Revision control by restructuring

Procurement and Spend Adaptor

Fleet Management – BigDataVehicle tracking, Predictive analytics – Fuel efficiency, Driver behavior analysis, Optimized scheduling, routing

Supplier Onboarding Automation

Supplier Portal

Dealer PortalWarehouse Management

Buyer

Partner Engagement PlatformIntegrate JDE with Partner, Legacy and customers

Process Extension SolutionStandardize processes and reduce delays

Strategy & Enablement of E1 Pages, Café 1, OVR

JD Edwards Practice

Health & Safety is a Serious Business

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Health & Safety at the Workplace Matters…..Better not end up Like Homer!"No one should have to sacrifice their life for

their livelihood, because a nation built on the dignity of work must provide safe working conditions for its people."

US Secretary of Labor Thomas E. Perez

JD Edwards Practice

Business Challenges with Health & Safety

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Key Business Challenges in Health & Safety Management

Human Financial

Environment Time Regul

atoryCultur

ePrevention

Global

Customers across industries are affected by major & minor incidents. These may also affect workers, resulting in loss of income, disability,etc.

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Key Business Challenges with Health & Safety Incidents

Rising Costs (Medical, Litigation, Fines & Penalties, Remediation & Repair)

Financial Impact

Environmental Impacts, Associated Cleanup, Costs

Lost Time, Delays in Delivery of Goods & Services

Statutory Regulations to be followed by Employers on Health & Safety

Environmental Impact

Occupational Incidents

Govt. Regulations

Potential Customers & Employees might look unfavorably on an Employer with Safety Incidents

Cultural Pressure

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2014 Incident statistics as published by Osha

$2,892,400 – largest current OSHA enforcement case penalty

US worker fatalities

Nearly 3M reported injuries/ illnesses reported

>50%

4,821

More than 50% of 3M involve Days away from work

JD Edwards Practice

Industries that focus on Health & Safety

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Occupational Safety for JD Edwards Customers

Engineering and ConstructionProjects and Services, Real Estate

Asset IntensiveEnergy, Natural Resources, Mining

Manufacturing and Distribution

CPGAgriculture, Food, Consumables

JD Edwards Practice

Implementing JD Edwards Health & Safety – The NOV Story

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JD Edwards Implementation @ NOV• KPIT has implemented JDE Health Safety & Environment solution at

NOV.

• JDE HSE was implemented in loose coupling with Oracle SOA & BPM. This resulted in automated work flow with email notifications at every stage of the process

• Lot of UDO (user defined Objects) like E1 Pages, Café One, custom grids,watchlists & OVR’s were extensively used to enhance user experience & productivity

• In addition to standard JDE HSE Incident management, custom modules like Observation, Corrective & preventive actions(CAPA) & subscriptions were built to take care of business requirements

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Implementing JD Edwards Health & Safety at NOV

Basic Functionality• Incident

Mgmt. • Incident

Reporting

Custom Functionality• Observat

ion• Correctiv

e & Preventive Actions (CAPA)

• Subscriptions

Coupling with Oracle Fusion Middleware • OSB• SOA• BPM

User Defined Objects Used• E1 Pages• Watchlists• OVR• Café One• Custom

Grids

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HSE Incidents & ManagementHSE incidents effect NOV across all segments of Business. JD Edwards HSE was implemented across Wellbore technologies different divisions, companies & their establishments.

NOV

WellboreCAPS RIG

DIWSS TSITS DDS GP

West Gulf Bank

Corporate

Division

Company

Establishments

Conroe Rosenberg BreenWillis

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HSE Incident Management• Incidents can be entered through different UI’s of desktop, tablet & Mobile

• HSE supports role based navigation

• Incident types include, Injury,Illiness, Motor Vehicle, Environmental, Fire/ Explosion, Property damage etc. which can be managed as per your business needs• Again, incidents can be configured for different notifications, approvers, subscribers, incident locking at different statuses & process automation through custom report’s etc.

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HSE Incident Entry-Simplified User Interface

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HSE Incident Management- Interface for Information & Investigation

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Café One for reference during incident entry using E1 Form

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Café One Example Using Web Url

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Mobile Apps for incidents & Scoreboards

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Safety Hours Overview

• Used to calculate incident frequency rates: (# of cases or incidents / # of safety hours)

• All hours employees were available to work, hence, exposed to risk. Excludes vacation, sick, medical leave, or other leave time.

• Used for OSHA and One View reports

• Employees can be associated with an Establishment for OSHA reporting purposes, but can also be associated with a project, contractor, business unit, or a company, for analytical purposes

• Safety Hours are calculated from JDE Payroll information or the Health & Safety Hours entry. NOV uses HSE Safety Hours.

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Safety Hours• On a regular basis

safety hours are entered in which helps system to calculate different safety calculations like TCIR

• We can also automate safety hours entry developing interface with HCM Programs

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Types of Rates and Counts Available in Safety StatisticsRate or Count Description Explanation MetricRate Frequency Rate (Count * Frequency Rate Constant) / Metric

(counts can be incidents or cases)Safety Metric Basis

(typically safety hours)Rate Impact Rate for

Lost Time(Total Time Lost * Frequency Rate Constant) /

Metric(Lost time includes Days Away and Days

Restricted)

Safety Metric Basis(typically safety hours)

Rate Financial Impact Rate

Total Cost / Metric(estimated or actual incident costs)

Safety Metric Basis(typically safety hours)

Rate Average Rate per Month

Count / Number of Months(counts can be incidents, cases, costs or lost

time)

Number of Months Analyzed

Rate Average Rate per Employee

Count / Average Annual Number of Employees(counts can be incidents, cases, costs or lost

time)

Average Annual Number of Employees

Count Counts of incidents

Any incident that does not have the “Exclude from Safety Statistics” checkbox checked can be

counted

N/A

Count Counts of cases People records associated with a counted incident, where the Reportable (OSHA) Y/N field

is checked

N/A

Count Counts of injured or ill people

People records associated with a counted incident meeting additional criteria such as

injury or illness

N/A

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Incident Frequency RatesStandard Industry Rates:

- DART: Days Away or Restricted Work Transfer incidents, also known as Lost Time incidents, or LTI rate, based on OSHA 300 columns H and I

- TRIF: All OSHA incidents (Total Recordable Incident Frequency), based on OSHA columns G, H, I, and J

Frequency Rates:

Total Count X Frequency Constant*

Safety Metric Basis

Count can be incidents or cases

*Frequency Constant is an industry standard way to normalize rates based on the # of annual safety hours for 100 employees. Typically 200,000 is used in North America and 1,000,000 is used internationally

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Understanding the Frequency Rate Constant

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Incident Impact RatesImpact Rates

- Lost Time Impact Rates:

Total Time Lost X Frequency Constant

Safety Metric Basis

- Financial Impact Rates:

Total Costs . Safety Metric Basis

Standard Industry Rates:- Severity Rate: also known as Impact

Rate, based on total days lost (LTA or LTIF, Lost Time Frequency Rate)

- Frequency Constant is typically 200,000 in the US and 1,000,000 internationally

- Estimated Cost

- Actual Cost

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E1 Pages helps Employee Productivity through reduced mouse clicks • JDE HSE is implemented with the

help of different UDO like Café one,E1 Pages, Custom Grids & OVR’s

• Standard Oracle E1 Pages modified to meet NOV requirements

• Role Based E1 Pages created through modification of HTML code

• Because it is role based, different users have different entry screenso Data Entry Screens – Users o Approval Screens - Managers

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Managers have a separate E1 Page for All approvals & Reporting

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A new E1 Page feature of Vertical tabs to save Ribbon real estate used

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HSE Executive Dashboard provides at a glance functionality

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JDE SOA BPM Architecture• JDE provides interoperability with external systems using BSSV server using

business services to execute jde functionality developed in business functions.

• JDE facilitates various transactions, notifications(events) to external systems via real time transaction server.

• SOA facilitates connectivity with jde business services via esb so that external system can interact with jde using soa loose coupling.

• SOA also facilitates to mediate, transform & process complex notifications delivery for the third party systems

• BPM leverages SOA with synchronous & asynchronous process flow with the help of ESB & BPEL composites respectively

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HSE Incident/Observation Architecture• JDE HSE had a requirement of

automated workflow

• JDE HSE also had a requirement of notification at every process step

• All achieved through integration between JDE SOA & BPM

• SOA is the middleware & BPM has the rules engine defined

• JDE RTE’s & BSSV established the hand shake between JDE, SOA & BPM

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JDE HSE Incidents Process Flow

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JDE HSE Master Maintenance Application

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HSE Master Maintenance• HSE Master Maintenance

inquiry screen maintains Incident/Observation/CAPA Notification list.

• Maintain Facilitator/Notification List

• Facilitator (HSFRP) approves

• Form Exit – Edit/Add workflow notification.

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HSE Observations• Observations are

preventable actions that save huge costs for NOV

• Observations go through the process of creation, notification, approval, assigned actions, execution & Closure

• Built in workflow & notifications using JDE,SOA & BPM

• Rule based notifications & workflow which is administrator configurable

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Observation entry through Custom Mobile Application

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Observation entry through Custom Mobile Application• Observation

flows through different statuses controlled

through BPM• Create• Approve• Open• Facilitator

Review• Responsible

Party• Task assigned• Task completed• Facilitator

Approval• Cancel• Closed

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HSE CAPA• Corrective & Preventive

actions are a response to a customer feedback on product quality & un acceptable level of product non-conformance

• CAPA is to eliminate causes of non-conformities & other un desirable situations

• To Focus on systematic investigation of the root causes of identified risks in an attempt to prevent recurrence

• Totally custom build with entry, approval, action assignee & subscription screens

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HSE CAPA• CAPA flows through

different statuses controlled through BPM.

• Create• Approve• Open• Facilitator Review• Responsible Party• Task assigned• Task completed• Facilitator Approval• Cancel• Closed

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JDE HSE Subscriptions • Subscriptions requests are inherent process of JDE HSE with employee requesting to be email notified.

• Any employee can make a request for notification for a given establishment for any happenings like incidents, observations & capa.

• The administrators & facilitators who can approve the pending subscriptions are configured in the subscription master.

• Email requests flow to the approvers, who then approve or reject them based on case to case basis.

• Seamless process communication between JDE, SOA & BPM

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Regulatory Reporting

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Regulatory Reporting

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Regulatory Reporting

One View Reporting for Health and Safety

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Incident Details

One View Incident Summary Inquiry

– Incident Attributes– Incident Costs

One View Incident People Inquiry– Incidents Involving People– Summary of Injured People– Reportable Injury / Illness Summary– Detailed Injury / Illness Summary

One View Incident Equipment Inquiry

– Property / Equipment Summary– Motor Vehicle Summary– Non-Motor Vehicle Summary– Operator or Driver Summary

One View Environmental Incident Inquiry

– Environmental Incidents

One View Safety Statistics Inquiry– Monthly Incident Safety Statistics– Safety Statistics for Reportable Cases– Safety Statistics by Incident Type– Incident Impact Rates

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One View Incident People Inquiry

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One View Reporting for Health and Safety

Note: Incident Date From and Incident Date Thru will load blank (*) so that Watchlists can be built using this application

Use checkboxes to filter incidents – each checkbox is inclusive using “AND” logic, leave all unchecked to include all incidents

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One View Reporting for Health and Safety

1. People Count2. Incident Count3. Injury Count4. Total Days Lost5. Case Number

Count6. People Level of

Detail7. Company

Responsible8. Incident Date

From9. Incident Date Thru10.Formatted Time

Work Began

CALCULATED VALUES BEING DISPLAYED IN THE GRID COLUMNS INCLUDE

JDE HSE Incident Management

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Key Benefits:– JDE HSE is a new module implemented at NOV through SOA & BPM integrations– JDE HSE has helped NOV plan for avoiding costly & critical incidents in a timely

manner– HSE Observations & CAPA results in huge reduction in incidents occurrence– Incidents are managed through configurable work flow & role based notifications– JDE HSE/BPM helps NOV enter, progress & manage incidents through rule based

management– NOV Observations are preventable actions that save company millions of dollars

through reductions of incidents– Entire Observation workflow is built using JDE,SOA & BPM components– Observations & CAPA are of both HSE & Quality types. By using quality module,

customer complaints are properly addressed which results in increased acceptability of NOV products

– CAPA(corrective & preventative actions) implementation is to focuses on the systematic investigation of the root causes of identified problems or identified risks in an attempt to prevent their recurrence (for corrective action) or to prevent occurrence (for preventive action)

– Finally to enable all the above module’s to freely communicate to responsible officials, a subscription module with approval workflow was developed. This helps key people in the NOV organization

to be informed about the HSE Organization happenings like Incidents, Observations & Capa.

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Questions

www.kpit.com

Thank you

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